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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
751
Blue Edge Capital
Virginia
$390K +$713 +9 +0.2%
AZA
752
Arthur Zaske & Associates
Michigan
$387K -$174K -2,200 -31%
CCM
753
Compton Capital Management
Rhode Island
$387K -$3.96K -50 -1%
GG
754
Gofen & Glossberg
Illinois
$385K -$47.1K -594 -11%
PL
755
Plancorp LLC
Missouri
$383K -$397 -5 -0.1%
CCA
756
Checchi Capital Advisers
California
$382K -$50.7K -640 -12%
WG
757
Welch Group
Alabama
$381K -$158K -2,000 -29%
HCM
758
Howland Capital Management
Massachusetts
$378K -$19.8K -250 -5%
MMG
759
Monetary Management Group
Missouri
$378K +$15.8K +200 +4%
VC
760
Vicus Capital
Pennsylvania
$377K -$42.5K -536 -10%
SFA
761
Sequoia Financial Advisors
Ohio
$376K -$14.8K -187 -4%
SCA
762
Snowden Capital Advisors
New York
$375K +$1.35K +17 +0.4%
WI
763
Wedgewood Investors
Pennsylvania
$373K -$15.8K -200 -4%
TCM
764
Tributary Capital Management
Nebraska
$372K -$23.7K -300 -6%
SFFS
765
Stonehage Fleming Financial Services
Jersey
$372K +$81.1K +1,025 +28%
BCB
766
Brian C. Broderick
$371K – – –
JGUA
767
John G. Ullman & Associates
New York
$370K – – –
AWE
768
Avidian Wealth Enterprises
Texas
$369K -$6.82K -86 -2%
DA
769
Denali Advisors
California
$368K -$586K -7,389 -61%
MMPW
770
Mitchell McLeod Pugh & Williams
Alabama
$368K – – –
IAMOG
771
Investors Asset Management of Georgia
Georgia
$366K – – –
FNFDCM
772
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$366K +$5.46K +69 +2%
WEC
773
Winslow Evans & Crocker
Massachusetts
$366K +$18.7K +236 +5%
EGA
774
E&G Advisors
Texas
$364K +$364K +4,600 New
BFC
775
Blue Fin Capital
Rhode Island
$362K -$1.5K -19 -0.4%
29 30
31
32 33