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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
2
EIP
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$117M
4
BCM
Bridgeway Capital Management
Texas
$44.6M
5
State Street
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$412M
2
O
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
826
Corbyn Investment Management
Maryland
$417K – – –
BA
827
Boston Advisors
Massachusetts
$417K – – –
SFG
828
Sather Financial Group
Texas
$416K – – –
NFG
829
Next Financial Group
Texas
$415K -$25.6K -253 -6%
IAM
830
Impax Asset Management
New Hampshire
$415K +$42.9K +424 +12%
VIA
831
Vident Investment Advisory
Georgia
$413K +$413K +4,084 New
SCA
832
Sage Capital Advisors
South Dakota
$412K – – –
1832 Asset Management
833
1832 Asset Management
Ontario, Canada
$411K -$251K -2,503 -38%
RGC
834
Roberts, Glore & Co
Illinois
$411K – – –
PFS
835
Prospera Financial Services
Texas
$409K +$45K +444 +12%
FCBT
836
First Citizens Bank & Trust
North Carolina
$407K +$1.72K +17 +0.4%
FI
837
FormulaFolio Investments
Michigan
$406K -$1.72K -17 -0.4%
PWP
838
Private Wealth Partners
California
$405K – – –
BSW
839
Buckingham Strategic Wealth
Missouri
$404K -$1.21K -12 -0.3%
WSTAM
840
Wilbanks Smith & Thomas Asset Management
Virginia
$404K – – –
ECM
841
Estabrook Capital Management
New York
$403K – – –
IA
842
IFG Advisory
Georgia
$403K +$403K +4,233 New
CS
843
Comerica Securities
Michigan
$402K -$86.2K -852 -18%
PCAP
844
Pratt Collard Advisory Partners
New York
$401K +$401K +3,963 New
JC
845
Jacobs & Co
California
$396K -$15.2K -150 -4%
IAA
846
Independent Advisor Alliance
North Carolina
$396K +$7.56K +74 +2%
LPIC
847
LeJeune Puetz Investment Counsel
Michigan
$395K – – –
CAM
848
Columbia Asset Management
Michigan
$390K – – –
SCM
849
SKBA Capital Management
California
$389K +$10.1K +100 +3%
BCB
850
Brian C. Broderick
$385K +$60.7K +600 +19%
32 33
34
35 36