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Phillips 66

1,120 hedge funds and large institutions have $32.3B invested in Phillips 66 in 2016 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 405 increasing their positions, 451 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
29.89%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
92
Increased
405
Reduced
451
Closed
81
Calls
$397M
Puts
$294M
Net Calls
+$103M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
651
Cannell & Spears
New York
$710K
OWP
652
Obermeyer Wealth Partners
Colorado
$708K
MYLI
653
Meiji Yasuda Life Insurance
Japan
$704K +$8.66K +100 +1%
AFIA
654
America First Investment Advisors
Nebraska
$700K
P
655
Pitcairn
Pennsylvania
$698K +$433 +5 +0.1%
WA
656
WBH Advisory
Maryland
$695K -$16.4K -189 -2%
GKWIM
657
Gerber Kawasaki Wealth & Investment Management
California
$695K +$312K +3,600 +81%
RFWA
658
RPg Family Wealth Advisory
Massachusetts
$694K +$622K +7,185 +860%
BWM
659
BerganKDV Wealth Management
Minnesota
$688K +$688K +7,950 New
KS
660
Karpas Strategies
Connecticut
$684K -$19.5K -225 -3%
FBNAT
661
FirstMerit Bank N.A. Trustee
Ohio
$683K +$162K +1,868 +31%
PFS
662
Prospera Financial Services
Texas
$671K +$64.6K +747 +11%
AAA
663
Adams Asset Advisors
Texas
$670K
IFB
664
iAB Financial Bank
Indiana
$662K
CCM
665
Covington Capital Management
California
$658K +$64.3K +742 +11%
CFMC
666
Curbstone Financial Management Corp
New Hampshire
$658K +$658K +7,604 New
BA
667
Bennicas & Associates
California
$655K -$34.7K -400 -5%
SYBT
668
Stock Yards Bank & Trust
Kentucky
$643K -$37.3K -430 -5%
BAS
669
Brown Advisory Securities
Maryland
$643K +$18.5K +214 +3%
EDRH
670
Edmond de Rothschild Holding
Switzerland
$641K -$26K -300 -4%
GWCM
671
Godshalk Welsh Capital Management
Pennsylvania
$634K +$4.33K +50 +0.7%
AIM
672
Assured Investment Management
New York
$633K -$368K -4,252 -37%
AP
673
AHL Partners
United Kingdom
$632K +$193K +2,226 +44%
Acadian Asset Management
674
Acadian Asset Management
Massachusetts
$629K -$1.41M -16,265 -69%
CFG
675
Citizens Financial Group
Rhode Island
$629K +$40.6K +468 +7%