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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 %
FWP
851
FAS Wealth Partners
Kansas
$272K +$6.26K +79 +2%
GLRA
852
Gerald L. Ray & Associates
Texas
$271K – – –
IAM
853
Impax Asset Management
New Hampshire
$268K +$15.9K +200 +6%
MSAM
854
Moloney Securities Asset Management
Missouri
$267K +$19.7K +248 +8%
Robeco Institutional Asset Management
855
Robeco Institutional Asset Management
Netherlands
$265K -$335K -4,224 -56%
AIM
856
Allen Investment Management
New York
$263K – – –
SWK
857
Stephen W. Kidder
$262K – – –
SCM
858
SKBA Capital Management
California
$261K -$7.16M -90,500 -96%
SAM
859
Summit Asset Management
Tennessee
$261K -$62.1K -782 -19%
PK
860
Pflug Koory
Nebraska
$261K +$5.94K +75 +2%
DAC
861
Dividend Assets Capital
South Carolina
$258K -$15.9K -200 -6%
CC
862
Cadinha & Co
Hawaii
$258K – – –
GP
863
Girard Partners
Pennsylvania
$258K +$47.7K +601 +23%
DAS
864
Dynamic Advisor Solutions
Arizona
$257K -$617K -7,780 -71%
AWM
865
AE Wealth Management
Kansas
$256K +$256K +3,232 New
IWA
866
Inspirion Wealth Advisors
Illinois
$255K – – –
TC
867
Trust Company
Kansas
$255K +$1.58K +20 +0.6%
Kovitz Investment Group Partners
868
Kovitz Investment Group Partners
Illinois
$254K +$7.92K +100 +3%
MCM
869
McKinley Capital Management
Alaska
$253K +$253K +3,190 New
WPW
870
Waldron Private Wealth
Pennsylvania
$251K +$31.8K +399 +14%
CCM
871
Canal Capital Management
Virginia
$250K -$13.1K -165 -5%
SG
872
Somerset Group
Minnesota
$250K – – –
AFP
873
Ausdal Financial Partners
Iowa
$249K -$17.3K -219 -7%
NME
874
Notis-McConarty Edward
$248K – – –
AIP
875
Ahrens Investment Partners
Louisiana
$248K +$158 +2 +0.1%
33 34
35
36 37