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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EIP
2
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$117M
4
BCM
4
Bridgeway Capital Management
Texas
$44.6M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$412M
2
O
2
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
76
Alta Capital Management
Utah
$49.4M 488,163 -145,388 -23%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.3M 487,213 +31,921 +7%
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$47.8M 472,708 +13,206 +3%
Stifel Financial
79
Stifel Financial
Missouri
$47.1M 465,496 -17,313 -4%
PP
80
Prudential plc
United Kingdom
$46M 454,463 -3,000 -0.7%
BCM
81
Bridgeway Capital Management
Texas
$44.6M 440,693 +440,693 New
GIA
82
Gateway Investment Advisers
Ohio
$43.9M 433,745 -12,715 -3%
WRF
83
Waddell & Reed Financial
Kansas
$41.9M 414,011 -792,260 -66%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$41.8M 413,643 +134,919 +48%
KeyBank National Association
85
KeyBank National Association
Ohio
$41.7M 412,507 -21,248 -5%
National Pension Service
86
National Pension Service
South Korea
$41.6M 411,343 -18,169 -4%
LSV Asset Management
87
LSV Asset Management
Illinois
$41.5M 410,615 -38,560 -9%
RMDI
88
R.M. Davis Inc
Maine
$41.1M 406,527 +1,638 +0.4%
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$40.4M 399,312 +163,816 +70%
ORIO
90
Old Republic International (ORI)
Illinois
$39.7M 392,000 – –
O
91
OppenheimerFunds
New York
$38.1M 376,302 -1,484,251 -80%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$38M 375,924 -1,020 -0.3%
TBC
93
Tweedy, Browne Co
Connecticut
$37.8M 373,642 -19,280 -5%
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$37.6M 371,523 +371,523 New
RCM
95
RNC Capital Management
California
$37.2M 368,056 +3,326 +0.9%
US Bancorp
96
US Bancorp
Minnesota
$36.2M 358,360 +1,078 +0.3%
ZIM
97
Zacks Investment Management
Illinois
$35.2M 348,103 +6,074 +2%
Citadel Advisors
98
Citadel Advisors
Florida
$34.9M 344,977 +5,662 +2%
Millennium Management
99
Millennium Management
New York
$34.4M 340,190 -525,521 -61%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$33.3M 329,631 -430 -0.1%
2 3
4
5 6