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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 %
KCM
951
Kanawha Capital Management
Virginia
$210K +$210K +2,427 New
AB
952
AT Bancorp
Iowa
$209K -$173K -1,998 -45%
VNA
953
VNBTrust National Association
Virginia
$209K +$209K +2,421 New
ZIC
954
ZWJ Investment Counsel
Georgia
$208K +$208K +2,411 New
BCM
955
Bluefin Capital Management
New York
$207K +$207K +2,400 New
WA
956
WFG Advisors
Texas
$203K -$38.3K -444 -16%
SBL
957
Sargent Bickham Lagudis
Colorado
$202K +$21.6K +250 +12%
Koshinski Asset Management
958
Koshinski Asset Management
Illinois
$202K +$202K +2,339 New
PFA
959
Paradigm Financial Advisors
Missouri
$202K +$202K +2,340 New
RWA
960
Ropes Wealth Advisors
Massachusetts
$201K +$47.8K +552 +31%
AssetMark Inc
961
AssetMark Inc
California
$201K +$175K +2,016 +659%
B
962
Bailard
California
$201K +$201K +2,322 New
BFA
963
Benedict Financial Advisors
Georgia
$201K +$201K +2,323 New
SMH
964
Sanders Morris Harris
Texas
$201K +$201K +2,325 New
LIM
965
Loudon Investment Management
New Hampshire
$201K +$201K +2,327 New
LA
966
Legacy Advisors
Pennsylvania
$199K +$199K +2,305 New
FFC
967
First Financial Corp
Indiana
$193K -$17.7K -205 -8%
CFN
968
Cordasco Financial Network
Florida
$190K – – –
HI
969
Hudock Inc
Pennsylvania
$190K +$11.2K +130 +6%
AA
970
Apriem Advisors
California
$184K +$79.9K +925 +77%
GXMC
971
Global X Management Company
New York
$183K -$355K -4,101 -66%
SWA
972
Sutton Wealth Advisors
Florida
$179K – – –
EFSCE
973
Enterprise Financial Services Corp (EFSC)
Missouri
$178K -$1.98M -22,932 -92%
DSI
974
Daiwa SB Investments
Japan
$177K -$863 -10 -0.5%
JWM
975
Jacobus Wealth Management
Wisconsin
$177K – – –
37 38
39
40 41