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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 %
Federated Hermes
601
Federated Hermes
Pennsylvania
$805K -$66.7K -806 -8%
ASN
602
Advisory Services Network
Georgia
$804K +$51.7K +625 +7%
FNBT
603
FineMark National Bank & Trust
Florida
$798K -$155K -1,879 -16%
CA
604
Cetera Advisors
Colorado
$797K -$23.6K -285 -3%
WIC
605
Wilkins Investment Counsel
Massachusetts
$797K – – –
GA
606
Geneva Advisors
Illinois
$781K – – –
HHC
607
Hutchin Hill Capital
New York
$777K +$314K +3,800 +68%
ANTB
608
AMG National Trust Bank
Colorado
$776K -$730K -8,826 -48%
TIP
609
Torray Investment Partners
Maryland
$775K +$165K +2,000 +27%
AP
610
AHL Partners
United Kingdom
$774K -$927K -11,209 -54%
MGIA
611
Matthew Goff Investment Advisor
Texas
$756K – – –
RCM
612
Riverhead Capital Management
Delaware
$753K +$15.1K +182 +2%
Luther King Capital Management (LKCM)
613
Luther King Capital Management (LKCM)
Texas
$753K +$40.3K +487 +6%
VFA
614
Voya Financial Advisors
Connecticut
$743K -$337K -4,114 -31%
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$742K -$70.1K -848 -9%
IA
616
IndexIQ Advisors
New York
$739K +$66.5K +805 +10%
HIM
617
Hermes Investment Management
United Kingdom
$739K +$739K +8,939 New
Cetera Investment Advisers
618
Cetera Investment Advisers
Illinois
$733K +$44.3K +537 +6%
HDIM
619
Hanson & Doremus Investment Management
Vermont
$727K – – –
BSWMG
620
Barrington Strategic Wealth Management Group
Illinois
$722K -$42.9K -519 -6%
WAM
621
Weatherly Asset Management
California
$716K -$4.13K -50 -0.6%
WC
622
Wexford Capital
Florida
$715K – – –
MC
623
Moors & Cabot
Massachusetts
$713K -$32.9K -399 -4%
TU
624
TDAM USA
Ontario, Canada
$707K -$14.7K -179 -2%
BO
625
Bank OZK
Arkansas
$704K -$26.3K -318 -4%
23 24
25
26 27