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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$446M
2
Deutsche Bank
Deutsche Bank
Germany
+$139M
3
LSV Asset Management
LSV Asset Management
Illinois
+$124M
4
Prudential Financial
Prudential Financial
New Jersey
+$113M
5
Renaissance Technologies
Renaissance Technologies
New York
+$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.18B
2
Capital World Investors
Capital World Investors
California
-$229M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
SBAM
Santa Barbara Asset Management
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
551
Highstreet Asset Management
Ontario, Canada
$1.87M +$1.3M +11,570 +230%
CT
552
Coastline Trust
Rhode Island
$1.81M -$44K -390 -2%
CFA
553
Carroll Financial Associates
North Carolina
$1.81M +$2.48K +22 +0.1%
GAB
554
German American Bancorp
Indiana
$1.81M +$11.9K +106 +0.7%
BAS
555
Brown Advisory Securities
Maryland
$1.81M +$97K +860 +6%
LCM
556
Logan Capital Management
Pennsylvania
$1.81M – – –
ACA
557
Atlas Capital Advisors
Wyoming
$1.8M +$1.3M +10,950 +259%
FC
558
FCA Corp
Texas
$1.8M -$20.3K -180 -1%
HH
559
HWG Holdings
Texas
$1.8M +$1.62M +14,370 +921%
CG
560
Colony Group
Massachusetts
$1.8M -$21.8K -193 -1%
HIM
561
Harbour Investment Management
Washington
$1.79M -$22K -195 -1%
DP
562
Dearborn Partners
Illinois
$1.79M +$90.2K +800 +5%
ZCA
563
Zeke Capital Advisors
Pennsylvania
$1.77M +$11.3K +100 +0.6%
CCMINC
564
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.76M -$21.2K -188 -1%
ASN
565
Advisory Services Network
Georgia
$1.76M -$3.04K -27 -0.2%
VI
566
Versor Investments
New York
$1.75M -$518K -4,600 -23%
APFBOT
567
Amica Pension Fund Board of Trustees
Rhode Island
$1.74M – – –
FEG
568
Fund Evaluation Group
Ohio
$1.73M -$130K -1,150 -7%
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$215K +1,909 +14%
HIH
570
HRS Investment Holdings
New York
$1.69M – – –
AWM
571
AE Wealth Management
Kansas
$1.68M +$328K +2,906 +24%
MYIA
572
Mount Yale Investment Advisors
Colorado
$1.68M -$56.2K -545 -3%
NAM
573
NorthCoast Asset Management
Connecticut
$1.67M +$315K +2,792 +23%
RG
574
Rikoon Group
New Mexico
$1.65M -$28.2K -250 -2%
IA
575
IFP Advisors
Florida
$1.64M +$216K +1,914 +15%
21 22
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