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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 %
FHA
926
Flagship Harbor Advisors
Massachusetts
$225K +$225K +2,685 New
NQWM
927
Northwest Quadrant Wealth Management
Oregon
$225K +$225K +2,844 New
WJA
928
Williams Jones & Associates
New York
$224K -$34.5K -400 -13%
EGA
929
Eagle Global Advisors
Texas
$224K -$1.9K -22 -0.8%
TSW
930
Thompson Siegel & Walmsley
Virginia
$224K – – –
PAG
931
Pinnacle Advisory Group
Maryland
$224K +$224K +2,594 New
DTL
932
Dynamic Technology Lab
Singapore
$224K +$224K +2,600 New
JFL
933
Jarislowsky, Fraser Ltd
Quebec, Canada
$223K +$223K +2,582 New
AFG
934
Albion Financial Group
Utah
$222K – – –
CG
935
Caprock Group
Idaho
$221K -$6.13K -71 -3%
SPWA
936
SteelBridge Private Wealth Advisors
Florida
$221K – – –
PHIMC
937
Private Harbour Investment Management & Counsel
Ohio
$221K – – –
CWA
938
Cypress Wealth Advisors
California
$220K +$220K +2,547 New
RCAG
939
Rehmann Capital Advisory Group
Michigan
$219K +$219K +2,530 New
CC
940
Courier Capital
New York
$218K -$43.1K -499 -17%
ECM
941
Everence Capital Management
Indiana
$217K -$956K -11,054 -81%
HB
942
Homrich & Berg
Georgia
$217K -$1.12K -13 -0.5%
CBOR
943
Community Bank of Raymore
Missouri
$217K – – –
EA
944
Edge Advisors
Georgia
$216K +$216K +2,502 New
WDA
945
Wendell David Associates
New Hampshire
$215K -$13K -150 -6%
TCOO
946
Trust Company of Oklahoma
Oklahoma
$214K +$214K +2,475 New
CFA
947
CT Financial Advisors
Pennsylvania
$214K – – –
FAT
948
First American Trust
California
$213K +$213K +2,459 New
MIP
949
Marietta Investment Partners
Wisconsin
$212K +$212K +2,457 New
ZIM
950
Zacks Investment Management
Illinois
$211K +$211K +2,444 New
36 37
38
39 40