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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLI
476
Family Legacy Inc
South Carolina
$1.43M +$1.43M +17,985 New
SB
477
Simmons Bank
Arkansas
$1.41M +$25.4K +320 +2%
RWA
478
River Wealth Advisors
Pennsylvania
$1.4M -$116K -1,461 -8%
Susquehanna International Group
479
Susquehanna International Group
Pennsylvania
$1.4M -$3.43M -43,234 -71%
NCM
480
Northside Capital Management
Oregon
$1.39M – – –
BFEC
481
Benjamin F. Edwards & Company
Missouri
$1.38M -$425K -5,367 -24%
AAM
482
Auxier Asset Management
Oregon
$1.38M +$3.96K +50 +0.3%
BVDMP
483
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.36M – – –
SBA
484
Seven Bridges Advisors
New York
$1.36M +$273K +3,440 +25%
HVIA
485
Hudson Valley Investment Advisors
New York
$1.36M +$32.3K +408 +2%
FT
486
Fiduciary Trust
Massachusetts
$1.35M -$21.5K -272 -2%
CAM
487
Carret Asset Management
New York
$1.35M -$5.94K -75 -0.4%
SAM
488
Symphony Asset Management
California
$1.31M +$150K +1,889 +13%
CCMINC
489
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.3M -$2.46K -31 -0.2%
SC
490
Scotia Capital
Ontario, Canada
$1.3M +$367K +4,632 +39%
BBI
491
Baxter Bros Inc
Connecticut
$1.29M -$41.2K -520 -3%
AT
492
Arden Trust
Delaware
$1.28M +$258K +3,263 +25%
LCM
493
Logan Capital Management
Pennsylvania
$1.27M -$27.5K -347 -2%
ID
494
Integral Derivatives
New York
$1.26M +$228K +2,876 +22%
CFA
495
Carroll Financial Associates
North Carolina
$1.25M +$42.1K +532 +3%
MCM
496
Marathon Capital Management
Maryland
$1.24M -$15.1K -190 -1%
NA
497
Navellier & Associates
Nevada
$1.24M -$39.6K -500 -3%
RG
498
Rathbones Group
United Kingdom
$1.24M -$192K -2,425 -13%
OAM
499
Oxford Asset Management
United Kingdom
$1.23M +$1.23M +15,478 New
SIMM
500
Stillwater Investment Management (Minnesota)
Minnesota
$1.22M +$45.2K +571 +4%
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