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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 %
DAC
851
Dividend Assets Capital
South Carolina
$299K +$47.6K +550 +19%
CIA
852
Capital Investment Advisors
Georgia
$298K -$949 -11 -0.3%
BSW
853
Buckingham Strategic Wealth
Missouri
$295K -$8.12K -94 -3%
GLRA
854
Gerald L. Ray & Associates
Texas
$295K -$864 -10 -0.3%
ATC
855
Argent Trust Co
Tennessee
$294K -$8.11K -94 -3%
ZB
856
Zions Bancorporation
Utah
$294K – – –
AFP
857
Ausdal Financial Partners
Iowa
$291K – – –
FWP
858
FAS Wealth Partners
Kansas
$290K +$259 +3 +0.1%
MTC
859
McDaniel Terry & Co
Texas
$289K +$43.2K +500 +18%
UF
860
Univest Financial
Pennsylvania
$288K +$288K +3,333 New
AIM
861
Allen Investment Management
New York
$287K – – –
CCM
862
Canal Capital Management
Virginia
$287K +$1.99K +23 +0.7%
CGT
863
Capital Guardian Trust
California
$287K +$174K +2,011 +153%
HPBT
864
High Point Bank & Trust
North Carolina
$286K – – –
SWK
865
Stephen W. Kidder
$286K – – –
GW
866
GW & Wade
Massachusetts
$286K +$54.4K +629 +24%
CC
867
Cadinha & Co
Hawaii
$281K -$24.2K -280 -8%
GS
868
Girard Securities
California
$280K +$51.3K +593 +22%
IWA
869
Inspirion Wealth Advisors
Illinois
$279K – – –
IAA
870
Independent Advisor Alliance
North Carolina
$279K +$279K +3,360 New
PFA
871
Pinnacle Family Advisors
Missouri
$278K +$278K +3,225 New
TC
872
Trust Company
Kansas
$277K -$2.85K -33 -1%
LKIM
873
Lawson Kroeker Investment Management
Nebraska
$277K – – –
BBA
874
BLB&B Advisors
Pennsylvania
$276K -$30.3K -351 -10%
WT
875
Washington Trust
Rhode Island
$276K +$20.3K +235 +8%
33 34
35
36 37