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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82M
5
Millennium Management
Millennium Management
New York
+$79.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$104M
2
LSV Asset Management
LSV Asset Management
Illinois
-$89.6M
3
State Street
State Street
Massachusetts
-$68.6M
4
Morgan Stanley
Morgan Stanley
New York
-$63.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
501
MML Investors Services
Massachusetts
$1.3M +$26.4K +319 +2%
AT
502
Arden Trust
Delaware
$1.29M -$53.3K -645 -4%
LCM
503
Leisure Capital Management
California
$1.26M +$10.9K +132 +0.9%
HFM
504
Hartford Financial Management
Connecticut
$1.25M -$8.27K -100 -0.7%
TIA
505
Trust Investment Advisors
Indiana
$1.25M -$8.27K -100 -0.7%
NA
506
Navellier & Associates
Nevada
$1.25M -$44.2K -535 -3%
RG
507
Rathbones Group
United Kingdom
$1.25M -$44K -532 -3%
HIH
508
HRS Investment Holdings
New York
$1.24M – – –
LDB
509
Lee, Danner & Bass
Tennessee
$1.24M +$376K +4,544 +44%
VRS
510
Virginia Retirement Systems
Virginia
$1.24M – – –
FMBTD
511
First Midwest Bank Trust Division
Illinois
$1.23M -$549K -6,635 -31%
BAS
512
Brown Advisory Securities
Maryland
$1.23M -$1.82K -22 -0.1%
ZCM
513
Zebra Capital Management
Connecticut
$1.22M -$12.3K -149 -1%
FC
514
Ferris Capital
Massachusetts
$1.22M +$1.22M +14,757 New
SSP
515
Sapphire Star Partners
Washington
$1.22M -$57.9K -700 -5%
WA1
516
Wimmer Associates 1
California
$1.21M +$10K +121 +0.8%
SIMM
517
Stillwater Investment Management (Minnesota)
Minnesota
$1.21M -$67.2K -812 -5%
LNC
518
Lincoln National Corp
Pennsylvania
$1.21M +$30.9K +374 +3%
CSIC
519
Clifford Swan Investment Counsel
California
$1.21M – – –
SLG
520
Stanley-Laman Group
Pennsylvania
$1.2M +$513K +6,205 +74%
HT
521
Heritage Trust
Oklahoma
$1.19M – – –
AAIM
522
American Assets Investment Management
California
$1.18M +$11.6K +140 +1%
SS
523
Simplicity Solutions
Minnesota
$1.18M +$24.7K +298 +2%
MERSOM
524
Municipal Employees' Retirement System of Michigan
Michigan
$1.17M -$642K -7,770 -35%
CAI
525
Capital Advisors Inc
Oklahoma
$1.16M – – –
19 20
21
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