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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
701
Cornerstone Wealth Management
Missouri
$547K +$4.68K +54 +0.9%
SKK
702
Shepherd Kaplan Krochuk
Massachusetts
$546K -$89.3K -1,034 -14%
Fiera Capital (Canada)
703
Fiera Capital (Canada)
Quebec, Canada
$545K – – –
DWA
704
Douglass Winthrop Advisors
New York
$544K +$12.5K +145 +2%
BAAM
705
Baker Avenue Asset Management
California
$544K +$37.2K +431 +7%
USGIU
706
U.S. Global Investors (USGI)
Texas
$544K +$544K +6,300 New
CBB
707
Citizens Business Bank
California
$540K -$30.6K -354 -5%
FMWA
708
Forvis Mazars Wealth Advisors
Missouri
$538K +$84.1K +973 +19%
MCM
709
MAI Capital Management
Ohio
$537K – – –
RIA
710
Regal Investment Advisors
Michigan
$536K -$162K -1,872 -23%
WAM
711
Wealthspire Advisors (Maryland)
Maryland
$534K -$2.68K -31 -0.5%
CFMC
712
Curbstone Financial Management Corp
New Hampshire
$532K -$480K -5,552 -47%
REMPR
713
Roof Eidam Maycock Peralta (REMP)
California
$530K +$19.3K +223 +4%
PLFAM
714
Pineno Levin & Ford Asset Management
Virginia
$529K – – –
YMRC
715
Yorktown Management & Research Company
Virginia
$528K +$251K +2,900 +91%
TAM
716
Tyers Asset Management
Texas
$525K +$525K +6,072 New
1SB
717
1ST Source Bank
Indiana
$522K -$1.64K -19 -0.3%
II
718
IFM Investors
Australia
$520K +$520K +6,022 New
BDF
719
Balasa Dinverno & Foltz
$519K -$121K -1,401 -19%
CAM
720
Cypress Asset Management
Texas
$519K +$22.1K +256 +4%
WT
721
Whittier Trust
California
$513K +$14.2K +164 +3%
CA
722
Clearstead Advisors
Ohio
$513K +$513K +5,935 New
NIM
723
Northeast Investment Management
Massachusetts
$510K -$42.6K -493 -8%
QSS
724
Quantitative Systematic Strategies
Florida
$510K +$7.18K +83 +1%
PFS
725
Prospera Financial Services
Texas
$508K -$198K -2,293 -28%
27 28
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