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Phillips 66
PSX

Overview Fund Activity

1,151 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 442 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+67
Holders Change %
+6.18%
% of All Funds
28.82%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.38%
New
146
Increased
379
Reduced
442
Closed
64
Calls
$355M
Puts
$390M
Net Calls
-$34.7M
Net Calls Change
-$202M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$123M
2
RL
Ruffer LLP
United Kingdom
+$87.3M
3
State Street
State Street
Massachusetts
+$68.1M
4
Asset Management One
Asset Management One
Japan
+$64.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$47.3M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$169M
2
Deutsche Bank
Deutsche Bank
Germany
-$163M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$149M
4
JHIU
Janus Henderson Investors US
Colorado
-$117M
5
Barclays
Barclays
United Kingdom
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
501
Tiedemann Advisors
New York
$1.41M -$188K -2,630 -12%
CVM
502
Cheviot Value Management
California
$1.4M +$73.5K +851 +6%
NA
503
Navellier & Associates
Nevada
$1.39M -$69.1K -800 -5%
ONB
504
Old National Bancorp
Indiana
$1.39M -$38.9K -450 -3%
LFAS
505
Level Four Advisory Services
Texas
$1.38M +$1.38M +15,987 New
MCM
506
Marathon Capital Management
Maryland
$1.37M +$54K +625 +4%
SSP
507
Sapphire Star Partners
Washington
$1.37M -$94.2K -1,090 -6%
SLI
508
Sumitomo Life Insurance
Japan
$1.34M +$29.6K +343 +2%
ZCM
509
Zebra Capital Management
Connecticut
$1.33M -$22.9K -265 -2%
BA
510
Boston Advisors
Massachusetts
$1.33M -$95.7K -1,108 -7%
WA1
511
Wimmer Associates 1
California
$1.32M +$26K +301 +2%
HFM
512
Hartford Financial Management
Connecticut
$1.32M -$51.9K -600 -4%
LCM
513
Leisure Capital Management
California
$1.32M -$44.1K -510 -3%
CFA
514
Carroll Financial Associates
North Carolina
$1.32M +$2.94K +34 +0.2%
JG
515
Jefferies Group
New York
$1.32M +$993K +11,494 +309%
ST
516
Somerset Trust
Pennsylvania
$1.3M +$9.5K +110 +0.7%
HIH
517
HRS Investment Holdings
New York
$1.3M – – –
FM
518
Forward Management
California
$1.29M -$20.4K -236 -2%
SCP
519
Seizert Capital Partners
Michigan
$1.29M -$247K -2,857 -16%
Mariner
520
Mariner
Kansas
$1.29M -$304K -3,521 -19%
SIMM
521
Stillwater Investment Management (Minnesota)
Minnesota
$1.29M -$29K -336 -2%
SAM
522
Symphony Asset Management
California
$1.27M +$1.27M +14,706 New
CSIC
523
Clifford Swan Investment Counsel
California
$1.27M -$10.5K -122 -0.8%
TIA
524
Trust Investment Advisors
Indiana
$1.27M -$32.4K -375 -2%
FAAS
525
First Allied Advisory Services
California
$1.25M -$39.2K -454 -3%
19 20
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