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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 %
IFB
576
iAB Financial Bank
Indiana
$907K +$44.7K +540 +5%
WS
577
Wedbush Securities
California
$906K -$80.3K -971 -8%
FWM
578
Frontier Wealth Management
Missouri
$906K +$41.3K +500 +5%
FM
579
Foster & Motley
Ohio
$903K -$46.4K -561 -5%
SKK
580
Shepherd Kaplan Krochuk
Massachusetts
$896K +$204K +2,471 +30%
CC
581
ClearArc Capital
Ohio
$891K -$496 -6 -0.1%
AAM
582
Azzad Asset Management
Virginia
$891K +$33.6K +406 +4%
LFAS
583
Level Four Advisory Services
Texas
$885K -$302K -3,895 -25%
First Manhattan
584
First Manhattan
New York
$882K -$191K -2,312 -18%
CT
585
Cambridge Trust
Massachusetts
$882K +$76.6K +926 +10%
GJIC
586
Gamble Jones Investment Counsel
California
$873K +$5.38K +65 +0.6%
BBHC
587
Brown Brothers Harriman & Co
New York
$850K +$20.5K +248 +2%
CCP
588
Corient Capital Partners
California
$850K +$47.5K +574 +6%
VanEck Associates
589
VanEck Associates
New York
$850K +$99.3K +1,201 +13%
CCFCSB
590
Cape Cod Five Cents Savings Bank
Massachusetts
$846K – – –
Pacer Advisors
591
Pacer Advisors
Pennsylvania
$845K +$64.7K +783 +8%
SCP
592
Seizert Capital Partners
Michigan
$841K -$131K -1,590 -14%
FCM
593
Flinton Capital Management
Pennsylvania
$840K +$27.8K +336 +3%
SSB
594
Sandy Spring Bank
Maryland
$837K +$21.5K +260 +3%
TCOT
595
Trust Company of Toledo
Ohio
$834K – – –
Two Sigma Investments
596
Two Sigma Investments
New York
$827K -$4.63M -55,996 -85%
RIM
597
Regent Investment Management
Kentucky
$826K -$827 -10 -0.1%
BWAM
598
Boyd Watterson Asset Management
Ohio
$814K -$91K -1,100 -10%
AAM
599
AR Asset Management
California
$814K – – –
GIA
600
GHP Investment Advisors
Colorado
$811K +$496 +6 +0.1%
22 23
24
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