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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
$144M
2
RL
Ruffer LLP
United Kingdom
$87.3M
3
State Street
State Street
Massachusetts
$2B
4
Asset Management One
Asset Management One
Japan
$70.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.67B

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$183M
2
Deutsche Bank
Deutsche Bank
Germany
$153M
3
NSLI
Nan Shan Life Insurance
Taiwan
$0
4
JHIU
Janus Henderson Investors US
Colorado
$101M
5
Barclays
Barclays
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAM
876
Impax Asset Management
New Hampshire
$275K +$8.66K +100 +3%
WA
877
WP Advisors
California
$275K +$275K +3,187 New
NSAM
878
North Star Asset Management
Wisconsin
$274K – – –
SCI
879
S&CO Inc
Massachusetts
$274K +$274K +3,174 New
SG
880
Somerset Group
Minnesota
$273K -$31.1K -360 -10%
FCCM
881
First City Capital Management
Georgia
$272K – – –
NME
882
Notis-McConarty Edward
$271K – – –
MSAM
883
Moloney Securities Asset Management
Missouri
$270K +$270K +3,119 New
AIP
884
Ahrens Investment Partners
Louisiana
$270K +$270K +3,128 New
ANB
885
Amarillo National Bank
Texas
$269K +$269K +3,116 New
Kovitz Investment Group Partners
886
Kovitz Investment Group Partners
Illinois
$268K – – –
NL
887
NWAM LLC
Washington
$267K +$16K +185 +6%
VWA
888
V Wealth Advisors
Kansas
$264K -$1.65K -19 -0.6%
AW
889
Alpha Windward
Massachusetts
$261K -$5.26K -61 -2%
DSC
890
Duncker Streett & Co
Missouri
$259K – – –
IA
891
IndexIQ Advisors
New York
$259K +$129K +1,492 +99%
BFS
892
Bradley Foster & Sargent
Connecticut
$252K -$10.2K -118 -4%
CWM
893
Cabot Wealth Management
Massachusetts
$252K +$86 +1 +0%
LPT
894
Legacy Private Trust
Wisconsin
$250K -$14.7K -170 -6%
SHCM
895
Stokes & Hubbell Capital Management
Louisiana
$249K -$6.23K -72 -2%
WI
896
Wintrust Investments
Illinois
$248K +$15.1K +175 +6%
BMCM
897
Bryn Mawr Capital Management
Pennsylvania
$248K +$248K +2,872 New
HAG
898
HighPoint Advisor Group
Illinois
$247K -$373K -4,701 -60%
WBG
899
Wharton Business Group
Pennsylvania
$247K -$17.9K -207 -7%
KFC
900
Klingenstein Fields & Co
New York
$247K – – –
34 35
36
37 38