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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 %
BJL
751
Brighton Jones LLC
Washington
$443K -$8.31K -96 -2%
SFA
752
Sequoia Financial Advisors
Ohio
$442K +$67.8K +783 +18%
PIA
753
Peachtree Investment Advisors
Georgia
$441K
PCMM
754
Private Capital Management (Minnesota)
Minnesota
$437K
UFG
755
United Fire Group
Iowa
$435K
MCA
756
Mercer Capital Advisers
New Jersey
$435K
PRA
757
Parametric Risk Advisors
Connecticut
$433K +$433K +5,000 New
ICAS
758
Investors Capital Advisory Services
Massachusetts
$431K -$96.6K -1,118 -18%
BB
759
Bell Bank
North Dakota
$430K -$27.8K -321 -6%
IFAM
760
Institutional & Family Asset Management
Colorado
$429K
CAM
761
Cypress Asset Management
Texas
$428K +$9.52K +110 +2%
WOC
762
West Oak Capital
California
$428K +$6.93K +80 +2%
WI
763
Wedgewood Investors
Pennsylvania
$426K
BEC
764
Blue Edge Capital
Virginia
$424K +$424K +4,900 New
BO
765
Bank OZK
Arkansas
$423K +$85.7K +990 +25%
PWAG
766
Polaris Wealth Advisory Group
California
$422K -$140K -1,620 -25%
CGT
767
Capital Guardian Trust
California
$420K +$325K +3,753 +343%
MMG
768
Monetary Management Group
Missouri
$418K
SS
769
Simplicity Solutions
Minnesota
$416K -$2.13M -24,576 -84%
CTA
770
Colonial Trust Advisors
South Carolina
$416K
JC
771
Jacobs & Co
California
$414K -$8.65K -100 -2%
MKC
772
M. Kraus & Co
Vermont
$411K -$41.1K -475 -9%
ARMC
773
American Research & Management Company
Massachusetts
$405K
FIB
774
First Interstate Bank
Montana
$403K -$1.04K -12 -0.3%
CS
775
Comerica Securities
Michigan
$400K +$27.1K +313 +7%