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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 %
PA
751
Parallel Advisors
California
$453K +$453K +5,237 New
BWFA
752
Baltimore-Washington Financial Advisors
Maryland
$451K -$4.07M -47,096 -90%
CTA
753
Colonial Trust Advisors
South Carolina
$448K – – –
CIBC World Market
754
CIBC World Market
Ontario, Canada
$444K -$927K -10,724 -68%
SCM
755
Schnieders Capital Management
California
$444K – – –
UFG
756
United Fire Group
Iowa
$435K – – –
MCA
757
Mercer Capital Advisers
New Jersey
$434K – – –
HCM
758
Howland Capital Management
Massachusetts
$434K +$25.9K +300 +6%
TCM
759
Tributary Capital Management
Nebraska
$432K -$43.2K -500 -9%
KJHP
760
K.J. Harrison & Partners
Ontario, Canada
$432K +$216K +2,500 +100%
PFSC
761
Peoples Financial Services Corp
Pennsylvania
$430K – – –
LBC
762
Lowe Brockenbrough & Co
Virginia
$429K – – –
PCMM
763
Private Capital Management (Minnesota)
Minnesota
$428K -$34.6K -400 -7%
CCM
764
Compton Capital Management
Rhode Island
$427K -$466K -5,388 -52%
SFA
765
Sequoia Financial Advisors
Ohio
$426K -$34.3K -397 -7%
ARMC
766
American Research & Management Company
Massachusetts
$426K – – –
BEC
767
Blue Edge Capital
Virginia
$425K +$518 +6 +0.1%
WI
768
Wedgewood Investors
Pennsylvania
$425K – – –
PWAG
769
Polaris Wealth Advisory Group
California
$425K +$42.4K +490 +11%
FB
770
Fulton Bank
Pennsylvania
$424K -$2.85K -33 -0.7%
PL
771
Plancorp LLC
Missouri
$417K +$417K +4,833 New
MA
772
Montag & Associates
Georgia
$412K +$86.6K +1,002 +27%
RMCM
773
Reynders McVeigh Capital Management
Massachusetts
$410K -$49.7K -575 -11%
AWE
774
Avidian Wealth Enterprises
Texas
$410K +$4.32K +50 +1%
SFS
775
Sowell Financial Services
Arkansas
$408K +$408K +5,091 New
29 30
31
32 33