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Phillips 66
PSX

Overview Fund Activity

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
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
951
Mark Sheptoff Financial Planning
Connecticut
$140K -$408K -5,144 -74%
PFBT
952
Parkside Financial Bank & Trust
Missouri
$140K -$82.6K -1,043 -37%
BAM
953
Barrett Asset Management
New York
$140K +$3.97K +50 +3%
CAM
954
Close Asset Management
United Kingdom
$136K – – –
GLI
955
Guardian Life Insurance
New York
$135K +$869 +11 +0.6%
WA
956
Winfield Associates
Ohio
$131K -$396 -5 -0.3%
BTIS
957
BB&T Investment Services
North Carolina
$131K +$21.5K +273 +20%
DPA
958
Delphi Private Advisors
California
$130K -$3.57K -45 -3%
Acadian Asset Management
959
Acadian Asset Management
Massachusetts
$130K – – –
FMA
960
FNY Managed Accounts
New York
$127K +$127K +1,614 New
LWCFA
961
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K -$32.8K -414 -21%
BC
962
Bartlett & Co
Ohio
$123K – – –
FMP
963
Financial Management Professionals
Texas
$123K – – –
MPWT
964
MassMutual Private Wealth & Trust
Connecticut
$123K -$22.3K -282 -15%
RPG
965
Risk Paradigm Group
Texas
$121K +$57.9K +731 +91%
PI
966
PineBridge Investments
New York
$114K -$26.8K -338 -19%
CGT
967
Capital Guardian Trust
California
$113K -$151K -1,900 -57%
FHA
968
First Horizon Advisors
Tennessee
$113K +$16.7K +213 +17%
FNB
969
Farmers National Bank
Kentucky
$113K +$113K +1,404 New
CWM
970
Catamount Wealth Management
Connecticut
$112K – – –
WIM
971
Westside Investment Management
California
$110K +$77.6K +1,000 +239%
VCM
972
Versant Capital Management
Arizona
$109K -$1.18K -15 -1%
EWM
973
Endurance Wealth Management
Rhode Island
$109K – – –
CCM
974
Cribstone Capital Management
Maine
$106K -$4.62K -60 -4%
CFD
975
Creative Financial Designs
Indiana
$105K -$17.9K -226 -15%
37 38
39
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