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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 %
AW
801
ACG Wealth
Georgia
$321K +$38K +480 +13%
ECM
802
Estabrook Capital Management
New York
$316K – – –
FSA
803
Franklin Street Advisors
North Carolina
$315K +$30.5K +385 +11%
PIA
804
Peachtree Investment Advisors
Georgia
$314K -$53.7K -678 -15%
CCMG
805
Clark Capital Management Group
Pennsylvania
$314K -$8.72K -110 -3%
BDF
806
Balasa Dinverno & Foltz
$312K -$164K -2,073 -35%
UR
807
USCA RIA
Texas
$310K +$27.3K +344 +10%
LPIC
808
LeJeune Puetz Investment Counsel
Michigan
$309K -$7.92K -100 -2%
WSTAM
809
Wilbanks Smith & Thomas Asset Management
Virginia
$309K +$15.9K +200 +5%
EM
810
Excalibur Management
Massachusetts
$308K -$18.8K -237 -6%
BCM
811
Brookstone Capital Management
Illinois
$308K +$27.2K +343 +10%
MCM
812
Maryland Capital Management
Maryland
$306K -$24.5K -310 -7%
CA
813
CapWealth Advisors
Tennessee
$305K -$13.5K -170 -4%
IIM
814
Ipswich Investment Management
Massachusetts
$304K -$5.95K -75 -2%
TIA
815
Tiemann Investment Advisors
California
$304K -$2.94K -37 -1%
JIC
816
Joel Isaacson & Co
New York
$302K -$5.79K -73 -2%
BFIM
817
Beese Fulmer Investment Management
Ohio
$302K +$238 +3 +0.1%
LKIM
818
Lawson Kroeker Investment Management
Nebraska
$300K +$46.1K +582 +18%
PG
819
Patten Group
Tennessee
$299K -$4.63K -60 -2%
BAM
820
Berkshire Asset Management
Pennsylvania
$299K +$633 +8 +0.2%
OPTFSNA
821
Old Point Trust & Financial Services N A
Virginia
$298K +$8.33K +105 +3%
NFG
822
Next Financial Group
Texas
$297K -$772K -9,712 -72%
EGA
823
Eagle Global Advisors
Texas
$297K +$91.6K +1,157 +45%
ZIC
824
ZWJ Investment Counsel
Georgia
$297K +$106K +1,340 +56%
EWA
825
EP Wealth Advisors
California
$296K -$41.8K -527 -12%
31 32
33
34 35