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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 %
WCM
551
Weik Capital Management
Pennsylvania
$1M +$64.1K +775 +7%
SC
552
Saturna Capital
Washington
$994K -$17.4M -210,000 -95%
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$993K +$7.03K +85 +0.7%
FAAS
554
First Allied Advisory Services
California
$992K -$125K -1,510 -11%
BWM
555
BerganKDV Wealth Management
Minnesota
$986K +$1.41K +17 +0.1%
IRF
556
IBM Retirement Fund
New York
$985K +$521K +5,639 +112%
CS
557
Cannell & Spears
New York
$981K +$307K +3,710 +45%
AIA
558
Armor Investment Advisors
North Carolina
$980K +$8.6K +104 +0.9%
IFWM
559
Institute for Wealth Management
Colorado
$979K +$979K +11,800 New
TBA
560
Tower Bridge Advisors
Pennsylvania
$977K – – –
CCMD
561
Cypress Capital Management (Delaware)
Delaware
$976K +$35.9K +434 +4%
MCM
562
Manchester Capital Management
Vermont
$973K +$24.8K +300 +3%
Balyasny Asset Management
563
Balyasny Asset Management
Illinois
$967K -$645K -7,806 -40%
LIC
564
Lodestar Investment Counsel
Illinois
$963K – – –
CM
565
CoreCommodity Management
Connecticut
$963K – – –
NFC
566
Northeast Financial Consultants
Connecticut
$951K -$31K -375 -3%
CC
567
Cannell & Co
New York
$951K +$11.6K +140 +1%
CBTWT
568
Community Bank & Trust (Waco, Texas)
Texas
$943K +$41.3K +500 +5%
Nuveen Asset Management
569
Nuveen Asset Management
Illinois
$940K -$833K -10,075 -47%
SPC
570
Sigma Planning Corp
Michigan
$937K -$83.2K -1,006 -8%
LNWWM
571
Laird Norton Wetherby Wealth Management
California
$930K -$22.3K -270 -2%
HTC
572
Haverford Trust Company
Pennsylvania
$926K -$122K -1,475 -12%
ONB
573
Old National Bancorp
Indiana
$921K -$25.9K -313 -3%
WIP
574
Wellesley Investment Partners
Massachusetts
$918K +$30.5K +369 +3%
BHWM
575
Bar Harbor Wealth Management
New Hampshire
$910K -$196K -2,372 -18%
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