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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
601
AR Asset Management
California
$780K – – –
FCM
602
Flinton Capital Management
Pennsylvania
$779K +$166K +2,100 +27%
LCM
603
Laurion Capital Management
New York
$778K -$141K -1,776 -15%
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$778K -$18.6K -235 -2%
GIA
605
GHP Investment Advisors
Colorado
$776K -$8.16K -103 -1%
CT
606
Cambridge Trust
Massachusetts
$772K -$131K -1,655 -15%
CWM
607
Concert Wealth Management
California
$771K -$23.1K -269 -3%
CCP
608
Corient Capital Partners
California
$768K +$40K +505 +5%
WIC
609
Wilkins Investment Counsel
Massachusetts
$764K – – –
Schroder Investment Management Group
610
Schroder Investment Management Group
United Kingdom
$762K -$1.23M -15,719 -62%
II
611
IFM Investors
Australia
$759K +$282K +3,561 +59%
ATC
612
Adirondack Trust Company
New York
$750K -$178K -2,247 -19%
GA
613
Geneva Advisors
Illinois
$748K +$17.3K +219 +2%
Pacer Advisors
614
Pacer Advisors
Pennsylvania
$748K +$23.5K +297 +3%
BSWMG
615
Barrington Strategic Wealth Management Group
Illinois
$733K -$16.2K -205 -2%
MGIA
616
Matthew Goff Investment Advisor
Texas
$725K +$725K +9,146 New
ASN
617
Advisory Services Network
Georgia
$720K +$720K +9,095 New
VanEck Associates
618
VanEck Associates
New York
$719K +$74.4K +940 +12%
MC
619
Moors & Cabot
Massachusetts
$718K -$1.67K -21 -0.2%
RCM
620
Riverhead Capital Management
Delaware
$707K +$152K +1,918 +27%
BO
621
Bank OZK
Arkansas
$700K +$45.6K +575 +7%
TU
622
TDAM USA
Ontario, Canada
$698K -$713 -9 -0.1%
HDIM
623
Hanson & Doremus Investment Management
Vermont
$696K – – –
PB
624
Pinnacle Bancorp
Nebraska
$695K +$695K +8,770 New
WAM
625
Weatherly Asset Management
California
$690K -$10.9K -137 -2%
23 24
25
26 27