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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 %
PNC
726
Park National Corp
Ohio
$883K -$111K -985 -11%
RE
727
RBC Europe
United Kingdom
$871K +$1.24K +11 +0.1%
SBIA
728
Sheaff Brock Investment Advisors
Indiana
$863K -$3.5K -31 -0.4%
FNBT
729
FineMark National Bank & Trust
Florida
$861K -$253K -2,246 -23%
SLG
730
Stanley-Laman Group
Pennsylvania
$857K +$7.1K +63 +0.8%
SC
731
Scotia Capital
Ontario, Canada
$853K -$212K -1,881 -20%
HH
732
Hilltop Holdings
Texas
$844K -$12.3K -109 -1%
AW
733
Alpha Windward
Massachusetts
$842K +$513K +4,545 +156%
CWM
734
Chesapeake Wealth Management
Virginia
$840K +$5.97K +53 +0.7%
QAM
735
Quantres Asset Management
Cayman Islands
$834K +$507K +4,500 +155%
MCM
736
MAI Capital Management
Ohio
$829K +$4.06K +36 +0.5%
CB
737
Community Bank
New York
$822K +$16.9K +150 +2%
SCA
738
Snowden Capital Advisors
New York
$815K +$174K +1,543 +27%
WI
739
Wintrust Investments
Illinois
$814K -$84.1K -746 -9%
WIC
740
Wilkins Investment Counsel
Massachusetts
$812K -$73.3K -650 -8%
BCM
741
BlueCrest Capital Management
Jersey
$807K -$6.15M -54,514 -88%
SC
742
Searle & Co
Connecticut
$797K – – –
AIA
743
Avalon Investment & Advisory
Texas
$793K -$241K -2,137 -23%
ACA
744
Ackerman Capital Advisors
Texas
$789K +$789K +7,000 New
PLFAM
745
Pineno Levin & Ford Asset Management
Virginia
$786K – – –
WT
746
Washington Trust
Rhode Island
$784K -$65.4K -580 -8%
CRC
747
Curi RMB Capital
Illinois
$783K -$24.9K -221 -3%
DWA
748
Douglass Winthrop Advisors
New York
$782K +$1.92K +17 +0.2%
CFG
749
Citizens Financial Group
Rhode Island
$779K +$21.7K +192 +3%
TU
750
TDAM USA
Ontario, Canada
$771K -$43.1K -374 -5%
28 29
30
31 32