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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 %
SACTSONJ
526
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M – – –
B
527
Barings
North Carolina
$1.16M -$1.82M -21,974 -61%
FM
528
Forward Management
California
$1.16M -$18.9K -229 -2%
PNC
529
Park National Corp
Ohio
$1.15M -$331 -4 -0%
SYBT
530
Stock Yards Bank & Trust
Kentucky
$1.15M -$46K -556 -4%
WG
531
Winton Group
United Kingdom
$1.13M +$1.13M +13,658 New
CCM
532
CrestPoint Capital Management
Missouri
$1.13M +$538K +6,500 +92%
CSS
533
Cubist Systematic Strategies
Connecticut
$1.11M +$1.11M +13,470 New
FC
534
FCA Corp
Texas
$1.1M +$1.1M +13,300 New
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$1.1M +$28.7K +347 +3%
Northwestern Mutual Wealth Management
536
Northwestern Mutual Wealth Management
Wisconsin
$1.09M -$33.3K -403 -3%
AP
537
Advisor Partners
California
$1.09M +$191K +2,316 +21%
BCCM
538
Bridge Creek Capital Management
Massachusetts
$1.08M -$49.7K -601 -4%
SC
539
Scotia Capital
Ontario, Canada
$1.07M -$286K -3,457 -21%
IH
540
IFC Holdings
Florida
$1.07M -$17.6K -213 -2%
WF
541
Welch & Forbes
Massachusetts
$1.06M +$248 +3 +0%
II
542
IFM Investors
Australia
$1.04M +$243K +2,940 +31%
BFA
543
Bragg Financial Advisors
North Carolina
$1.04M – – –
AWCI
544
Alpine Woods Capital Investors
New York
$1.03M +$41.4K +500 +4%
APP
545
Avantax Planning Partners
Iowa
$1.03M +$16K +193 +2%
FNBTCON
546
First National Bank & Trust Co of Newtown
Pennsylvania
$1.03M – – –
NA
547
Neuburgh Advisers
California
$1.02M +$33.7K +408 +3%
DVM
548
Dreman Value Management
Florida
$1.01M -$12.2K -148 -1%
JG
549
Jefferies Group
New York
$1.01M -$2.85M -34,439 -74%
AMIM
550
Aull & Monroe Investment Management
Alabama
$1M – – –
20 21
22
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