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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 %
SACTSONJ
526
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
MCP
527
Mirador Capital Partners
California
$1.11M +$135K +1,703 +14%
CA
528
Cornerstone Advisors
North Carolina
$1.11M – – –
SS
529
Simplicity Solutions
Minnesota
$1.1M +$149K +1,881 +16%
PNC
530
Park National Corp
Ohio
$1.1M -$35.8K -452 -3%
BCCM
531
Bridge Creek Capital Management
Massachusetts
$1.08M -$22.7K -287 -2%
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$8.79K -111 -0.8%
TW
533
Transform Wealth
Colorado
$1.07M +$75.3K +951 +8%
FAAS
534
First Allied Advisory Services
California
$1.07M -$74.9K -947 -7%
IG
535
ING Group
Netherlands
$1.06M +$1.06M +13,422 New
BHWM
536
Bar Harbor Wealth Management
New Hampshire
$1.06M -$79.8K -1,007 -7%
LW
537
Linscomb Wealth
Texas
$1.05M +$16.2K +205 +2%
TSS
538
Two Sigma Securities
New York
$1.04M +$1.04M +13,166 New
VFA
539
Voya Financial Advisors
Connecticut
$1.03M +$30.2K +385 +3%
FDCDDQ
540
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M +$1.03M +13,035 New
IH
541
IFC Holdings
Florida
$1.03M +$25K +317 +2%
First Manhattan
542
First Manhattan
New York
$1.03M -$287K -3,621 -22%
CCT
543
Chemung Canal Trust
New York
$1.02M +$6.34K +80 +0.6%
Daiwa Securities Group
544
Daiwa Securities Group
Japan
$1.02M +$55.5K +700 +6%
EOJOAM
545
E. Ohman J:or Asset Management
Sweden
$1.01M +$182K +2,300 +22%
WF
546
Welch & Forbes
Massachusetts
$1.01M -$114K -1,434 -10%
AIA
547
Affinity Investment Advisors
California
$1.01M -$11.7M -147,302 -92%
HTC
548
Haverford Trust Company
Pennsylvania
$1M – – –
CM
549
Castleark Management
Illinois
$1M +$239K +3,020 +31%
BFA
550
Bragg Financial Advisors
North Carolina
$991K -$5.54K -70 -0.6%
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