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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 %
CWM
626
Concert Wealth Management
California
$794K -$476K -5,552 -37%
CCP
627
Corient Capital Partners
California
$794K +$71.1K +823 +10%
Pacer Advisors
628
Pacer Advisors
Pennsylvania
$790K -$244K -2,824 -24%
DVM
629
Dreman Value Management
Florida
$785K -$1.08M -12,559 -58%
MC
630
Moors & Cabot
Massachusetts
$782K +$18.9K +219 +2%
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$776K -$17.5K -203 -2%
IFB
632
iAB Financial Bank
Indiana
$774K +$41K +475 +6%
HIM
633
Hermes Investment Management
United Kingdom
$772K – – –
WAM
634
Weatherly Asset Management
California
$765K – – –
TU
635
TDAM USA
Ontario, Canada
$763K -$13.9K -161 -2%
Fisher Asset Management
636
Fisher Asset Management
Washington
$762K +$157K +1,815 +26%
HDIM
637
Hanson & Doremus Investment Management
Vermont
$759K -$3.2K -37 -0.4%
OWP
638
Obermeyer Wealth Partners
Colorado
$739K +$33.5K +388 +5%
SNT
639
Security National Trust
West Virginia
$731K -$29.9K -346 -4%
SPIA
640
Steward Partners Investment Advisory
New York
$727K +$727K +8,415 New
SMC
641
Smith, Moore & Co
Missouri
$725K +$1.04K +12 +0.1%
HAIM
642
Hunter Associates Investment Management
Pennsylvania
$720K -$6.48K -75 -0.9%
MC
643
Menta Capital
California
$718K +$718K +8,315 New
BO
644
Bank OZK
Arkansas
$714K -$20.7K -240 -3%
LOAME
645
Lombard Odier Asset Management (Europe)
United Kingdom
$709K – – –
CA
646
Capital Advantage
California
$706K – – –
CS
647
Cannell & Spears
New York
$705K -$2.16K -25 -0.3%
FTC
648
Farmers Trust Company
Ohio
$704K -$131K -1,519 -16%
VanEck Associates
649
VanEck Associates
New York
$703K -$588K -6,814 -46%
TMAM
650
Tokio Marine Asset Management
Japan
$702K -$296K -3,423 -30%
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