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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 %
MAM
901
Martingale Asset Management
Massachusetts
$247K +$173 +2 +0.1%
WCF
902
West Coast Financial
California
$246K -$15.9K -184 -6%
TWA
903
TCI Wealth Advisors
Arizona
$246K -$9.17K -106 -4%
ACM
904
Argent Capital Management
Missouri
$244K – – –
MWP
905
Moller Wealth Partners
$244K – – –
HWA
906
HCR Wealth Advisors
California
$244K +$244K +2,819 New
PFBT
907
Parkside Financial Bank & Trust
Missouri
$243K -$16.3K -188 -6%
TCOV
908
Trust Company of Vermont
Vermont
$243K +$79K +916 +48%
YWP
909
YorkBridge Wealth Partners
New York
$243K +$243K +2,858 New
CC
910
Cognios Capital
Kansas
$239K +$690 +8 +0.3%
CIC
911
Carnegie Investment Counsel
Ohio
$239K +$11.3K +130 +5%
ZCA
912
Zeke Capital Advisors
Pennsylvania
$239K +$239K +2,761 New
BAM
913
Baring Asset Management
United Kingdom
$238K +$238K +2,760 New
WPW
914
Waldron Private Wealth
Pennsylvania
$237K -$16.6K -193 -7%
FMC
915
First Merchants Corp
Indiana
$234K +$234K +2,700 New
ST
916
Smithfield Trust
Pennsylvania
$233K +$21.6K +250 +10%
CAM
917
Covenant Asset Management
New Jersey
$233K +$233K +2,700 New
TIA
918
Tandem Investment Advisors
South Carolina
$231K +$231K +2,675 New
MWM
919
Mission Wealth Management
California
$231K +$231K +2,676 New
SRC
920
Shufro Rose & Co
New York
$229K -$30.2K -350 -12%
GP
921
Girard Partners
Pennsylvania
$229K +$10.8K +125 +5%
CL
922
CPWM LLC
Washington
$228K +$8.04K +93 +4%
SCA
923
Salient Capital Advisors
Texas
$227K -$6.32K -73 -3%
NFG
924
Nations Financial Group
Iowa
$226K +$223K +253,231 +7,446%
KFS
925
Kurt F. Somerville
$225K – – –
35 36
37
38 39