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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 %
KCMRT
626
Kemper Corp Master Retirement Trust
Illinois
$703K – – –
RB
627
Rodgers Brothers
Pennsylvania
$702K +$91K +1,100 +15%
ZB
628
Zions Bancorporation
Utah
$698K +$445K +5,381 +176%
ECAM
629
East Coast Asset Management
Massachusetts
$696K -$12.3M -148,231 -95%
DIA
630
Denver Investment Advisors
Colorado
$696K – – –
PAM
631
Palisade Asset Management
Minnesota
$695K +$53.8K +650 +8%
HAIM
632
Hunter Associates Investment Management
Pennsylvania
$689K – – –
PCMM
633
Private Capital Management (Minnesota)
Minnesota
$678K +$41.3K +500 +6%
WI
634
Wintrust Investments
Illinois
$669K +$68.5K +828 +11%
FFSOTS
635
Fiduciary Financial Services of The Southwest
Texas
$668K – – –
LW
636
Linscomb Wealth
Texas
$666K -$424K -5,134 -39%
WAM
637
Wealthspire Advisors (Maryland)
Maryland
$661K +$63.2K +765 +11%
TAM
638
Tyers Asset Management
Texas
$660K +$21.8K +264 +3%
VDI
639
Vaughan David Investments
Illinois
$655K -$3.14K -38 -0.5%
KS
640
Karpas Strategies
Connecticut
$653K – – –
GLI
641
Guardian Life Insurance
New York
$652K +$511K +6,181 +362%
SF
642
Synovus Financial
Georgia
$648K +$19.3K +233 +3%
MFW
643
Mosaic Family Wealth
Missouri
$646K +$122K +1,470 +23%
BA
644
BKS Advisors
Michigan
$644K +$8.26K +100 +1%
AAA
645
Adams Asset Advisors
Texas
$641K – – –
CG
646
Clinton Group
New York
$640K +$640K +7,738 New
QSS
647
Quantitative Systematic Strategies
Florida
$630K -$46.5K -568 -7%
FMT
648
First Mercantile Trust
Tennessee
$628K – – –
P
649
Pitcairn
Pennsylvania
$616K -$7.52K -91 -1%
CA
650
Clearstead Advisors
Ohio
$609K +$35.2K +425 +6%
24 25
26
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