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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 %
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$1.24M -$17.7K -205 -1%
GCA
527
Greenwood Capital Associates
South Carolina
$1.24M +$1.24M +14,368 New
KRSITF
528
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.24M -$224K -2,587 -15%
PNC
529
Park National Corp
Ohio
$1.24M -$132K -1,532 -10%
TCA
530
Tortoise Capital Advisors
Kansas
$1.23M +$170K +1,970 +16%
WF
531
Welch & Forbes
Massachusetts
$1.23M +$136K +1,570 +12%
BC
532
Burney Company
Virginia
$1.22M +$436K +5,051 +56%
SYBT
533
Stock Yards Bank & Trust
Kentucky
$1.21M +$572K +6,620 +89%
SACTSONJ
534
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.21M – – –
CA
535
Cornerstone Advisors
North Carolina
$1.21M – – –
BCCM
536
Bridge Creek Capital Management
Massachusetts
$1.2M -$21.2K -245 -2%
SBA
537
Seven Bridges Advisors
New York
$1.19M -$201K -2,329 -15%
Northwestern Mutual Wealth Management
538
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$1.19M +13,722 New
SIC
539
Salem Investment Counselors
North Carolina
$1.18M +$327K +3,787 +38%
LNC
540
Lincoln National Corp
Pennsylvania
$1.17M -$10.9K -126 -0.9%
NFG
541
Next Financial Group
Texas
$1.16M +$539K +6,232 +86%
TRCT
542
Tower Research Capital (TRC)
New York
$1.16M +$692K +8,015 +150%
SPC
543
Sigma Planning Corp
Michigan
$1.13M -$42.7K -494 -4%
ID
544
Integral Derivatives
New York
$1.13M +$1.13M +13,080 New
Caisse de Depot et Placement du Quebec (CDPQ)
545
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.13M -$23.7M -274,600 -95%
LW
546
Linscomb Wealth
Texas
$1.12M +$544K +6,299 +94%
QI
547
QS Investors
New York
$1.12M +$138K +1,601 +14%
AT
548
Arden Trust
Delaware
$1.12M +$38.2K +442 +4%
VFA
549
Voya Financial Advisors
Connecticut
$1.11M +$52.3K +604 +5%
QT
550
Quantbot Technologies
New York
$1.11M -$2.16M -25,009 -66%
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