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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 %
EWA
801
EP Wealth Advisors
California
$358K -$11.2K -133 -3%
BWP
802
Baldwin Wealth Partners
Massachusetts
$358K – – –
WOC
803
West Oak Capital
California
$356K -$38.9K -450 -10%
EM
804
Excalibur Management
Massachusetts
$356K -$173 -2 -0%
LCM
805
LVM Capital Management
Michigan
$354K -$13K -150 -4%
PBO
806
Peoples Bank (Ohio)
Ohio
$354K +$22K +255 +7%
CCMG
807
Clark Capital Management Group
Pennsylvania
$352K -$1.21K -14 -0.3%
SAM
808
Summit Asset Management
Tennessee
$352K +$86 +1 +0%
Carson Wealth (CWM LLC)
809
Carson Wealth (CWM LLC)
Nebraska
$351K +$144K +1,661 +69%
ARMT
810
Amica Retiree Medical Trust
Rhode Island
$350K +$55.3K +640 +19%
CA
811
CapWealth Advisors
Tennessee
$348K +$8.22K +95 +2%
FNFDCM
812
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$347K – – –
LPIC
813
LeJeune Puetz Investment Counsel
Michigan
$346K +$346K +4,002 New
ECM
814
Estabrook Capital Management
New York
$345K -$8.64K -100 -2%
ST
815
Spinnaker Trust
Maine
$342K – – –
FMLI
816
Fukoku Mutual Life Insurance
Japan
$341K -$8.63K -100 -2%
GLA
817
Good Life Advisors
Pennsylvania
$341K +$341K +3,998 New
HSA
818
HBK Sorce Advisory
Pennsylvania
$339K -$45.4K -526 -12%
MWM
819
Modera Wealth Management
New Jersey
$339K +$17.9K +207 +6%
IIM
820
Ipswich Investment Management
Massachusetts
$338K – – –
GP
821
GLG Partners
United Kingdom
$337K -$3.3M -38,264 -91%
JIC
822
Joel Isaacson & Co
New York
$335K +$950 +11 +0.3%
TIA
823
Tiemann Investment Advisors
California
$334K – – –
IWA
824
Intercontinental Wealth Advisors
Texas
$333K +$63.4K +733 +24%
BFIM
825
Beese Fulmer Investment Management
Ohio
$329K -$8.64K -100 -3%
31 32
33
34 35