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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$446M
2
Deutsche Bank
Deutsche Bank
Germany
+$139M
3
LSV Asset Management
LSV Asset Management
Illinois
+$124M
4
Prudential Financial
Prudential Financial
New Jersey
+$113M
5
Renaissance Technologies
Renaissance Technologies
New York
+$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.18B
2
Capital World Investors
Capital World Investors
California
-$229M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
SBAM
Santa Barbara Asset Management
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
651
Cetera Advisors
Colorado
$1.25M +$237K +2,096 +24%
RB
652
Rodgers Brothers
Pennsylvania
$1.25M -$138K -1,223 -10%
WF
653
Welch & Forbes
Massachusetts
$1.24M -$258K -2,286 -17%
FM
654
Foster & Motley
Ohio
$1.24M +$11.4K +101 +0.9%
LCM
655
Laurion Capital Management
New York
$1.24M -$5.03M -44,597 -80%
First Manhattan
656
First Manhattan
New York
$1.24M – – –
RC
657
Roundview Capital
New Jersey
$1.23M +$28.2K +250 +2%
SFS
658
Sowell Financial Services
Arkansas
$1.23M +$10.6K +94 +0.9%
PA
659
Parallel Advisors
California
$1.23M +$411K +3,647 +50%
RMC
660
Resources Management Corp
Connecticut
$1.23M +$1.23M +10,940 New
MYAM
661
Meiji Yasuda Asset Management
Japan
$1.23M +$211K +1,870 +21%
SKK
662
Shepherd Kaplan Krochuk
Massachusetts
$1.22M – – –
SMC
663
Smith, Moore & Co
Missouri
$1.22M +$79.1K +702 +7%
APA
664
American Portfolios Advisors
New York
$1.22M +$165K +1,468 +16%
CC
665
Cannell & Co
New York
$1.22M – – –
SF
666
Synovus Financial
Georgia
$1.2M +$280K +2,485 +30%
JIP
667
Jaffetilchin Investment Partners
Florida
$1.2M +$303K +2,693 +34%
FM
668
Forward Management
California
$1.2M -$42K -373 -3%
LSA
669
L & S Advisors
California
$1.19M -$3M -26,602 -72%
FDCDDQ
670
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18M -$45.7K -405 -4%
BFG
671
Beacon Financial Group
Texas
$1.15M +$225 +2 +0%
TAM
672
Tocqueville Asset Management
New York
$1.15M +$311K +2,761 +37%
HI
673
Horizon Investments
North Carolina
$1.15M +$101K +900 +10%
MC
674
Moors & Cabot
Massachusetts
$1.14M +$8.12K +72 +0.7%
PL
675
Polianta Ltd
Jersey
$1.14M -$11.3K -100 -1%
25 26
27
28 29