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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 %
AIA
576
Armor Investment Advisors
North Carolina
$1.02M +$1.02M +11,808 New
BWM
577
BerganKDV Wealth Management
Minnesota
$1.02M +$167K +1,937 +20%
SC
578
Scotia Capital
Ontario, Canada
$1.02M -$41K -474 -4%
ATC
579
Adirondack Trust Company
New York
$1.01M -$65.4K -757 -6%
LIC
580
Lodestar Investment Counsel
Illinois
$1.01M – – –
LCM
581
Laurion Capital Management
New York
$1M +$1M +11,600 New
MSV
582
MN Services Vermogensbeheer
Netherlands
$997K – – –
CA
583
Cetera Advisors
Colorado
$996K +$79.9K +927 +9%
OAC
584
OMERS Administration Corp
Ontario, Canada
$994K – – –
CCMD
585
Cypress Capital Management (Delaware)
Delaware
$994K +$309K +3,576 +45%
FNBT
586
FineMark National Bank & Trust
Florida
$992K +$216K +2,498 +28%
MCM
587
Manchester Capital Management
Vermont
$991K – – –
CT
588
Cambridge Trust
Massachusetts
$985K -$205K -2,370 -17%
BWAM
589
Boyd Watterson Asset Management
Ohio
$955K -$22.9K -265 -2%
DAS
590
Dynamic Advisor Solutions
Arizona
$952K +$952K +11,019 New
CCFCSB
591
Cape Cod Five Cents Savings Bank
Massachusetts
$949K +$231K +2,670 +32%
LNWWM
592
Laird Norton Wetherby Wealth Management
California
$943K +$3.2K +37 +0.3%
CBTWT
593
Community Bank & Trust (Waco, Texas)
Texas
$942K -$4.84K -56 -0.5%
IWM
594
Integrated Wealth Management
California
$934K +$259 +3 +0%
AP
595
Advisor Partners
California
$934K +$34.5K +399 +4%
CC
596
ClearArc Capital
Ohio
$928K -$14.6K -169 -2%
VNA
597
Valley National Advisers
Pennsylvania
$927K -$25.1K -290 -3%
LPL Financial
598
LPL Financial
California
$917K -$840K -9,684 -48%
GJIC
599
Gamble Jones Investment Counsel
California
$914K -$12.1K -140 -1%
VDI
600
Vaughan David Investments
Illinois
$908K -$10K -116 -1%
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