Phillips 66
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
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less funds holding in top 10
Funds holding in top 10: →
14% less repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 470
28% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 103
34% less call options, than puts
Call options by funds: $294M | Put options by funds: $446M
Holders
1,112
Holding in Top 10
13
Calls
$294M
Puts
$446M
Top Buyers
| 1 | +$2.11B | |
| 2 | +$312M | |
| 3 | +$129M | |
| 4 |
ClearBridge Investments
New York
|
+$111M |
| 5 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
+$104M |
Top Sellers
| 1 | -$306M | |
| 2 | -$132M | |
| 3 | -$131M | |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$117M |
| 5 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$78.7M |