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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 %
WSFS
701
Wilmington Savings Fund Society
Delaware
$548K -$62K -716 -10%
Fiera Capital (Canada)
702
Fiera Capital (Canada)
Quebec, Canada
$546K +$108K +1,250 +25%
FCH
703
Freestone Capital Holdings
Washington
$545K -$433K -5,000 -44%
JWM
704
Jacobus Wealth Management
Wisconsin
$544K -$347K -5,185 -39%
CCMG
705
Clark Capital Management Group
Pennsylvania
$540K -$2.12M -24,467 -80%
WAM
706
Wealthspire Advisors (Maryland)
Maryland
$537K +$134K +1,548 +33%
Lazard Asset Management
707
Lazard Asset Management
New York
$531K +$530K +6,124 +38,275%
IA
708
IFP Advisors
Florida
$530K -$1.8M -18,754 -77%
SC
709
Savant Capital
Illinois
$528K +$12.1K +140 +2%
BCB
710
Brian C. Broderick
$522K
TCM
711
Tributary Capital Management
Nebraska
$520K
PLFAM
712
Pineno Levin & Ford Asset Management
Virginia
$520K +$6.06K +70 +1%
GF
713
Goodman Financial
Texas
$519K
SCM
714
Southport Capital Management
Tennessee
$518K -$11.9K -137 -2%
KFA
715
Kelleher Financial Advisors
New York
$517K
HAG
716
HighPoint Advisor Group
Illinois
$517K +$173K +1,972 +50%
Toronto Dominion Bank
717
Toronto Dominion Bank
Ontario, Canada
$514K -$950K -10,989 -65%
DWA
718
Douglass Winthrop Advisors
New York
$514K -$27.1K -313 -5%
REMPR
719
Roof Eidam Maycock Peralta (REMP)
California
$512K
PTC
720
Private Trust Company
Ohio
$509K +$92.1K +1,065 +22%
BIM
721
Baldwin Investment Management
Pennsylvania
$507K
CCA
722
Checchi Capital Advisers
California
$507K +$12.7K +146 +3%
MRCM
723
M&R Capital Management
New Jersey
$506K
BWP
724
Baldwin Wealth Partners
Massachusetts
$502K +$24.7K +285 +5%
LW
725
Linscomb Wealth
Texas
$501K -$7.8K -90 -2%