PSX icon

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
1
Waddell & Reed Financial
Kansas
$144M
2
RL
2
Ruffer LLP
United Kingdom
$87.3M
3
State Street
3
State Street
Massachusetts
$2B
4
Asset Management One
4
Asset Management One
Japan
$70.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.67B

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$183M
2
Deutsche Bank
2
Deutsche Bank
Germany
$153M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$101M
5
Barclays
5
Barclays
United Kingdom
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
976
Asset Dedication LLC
California
$175K -$1.31K -15 -0.7%
SC
977
SRB Corp
Massachusetts
$175K – – –
LNB
978
Ledyard National Bank
$174K +$12.9K +150 +8%
CG
979
Cutler Group
California
$174K +$77.9K +905 +81%
SIAP
980
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$174K +$174K +2,015 New
CIAN
981
Capstone Investment Advisors (Netherlands)
New York
$172K +$172K +1,993 New
LWCFA
982
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K +$5.78K +67 +4%
DBT
983
Dubuque Bank & Trust
Iowa
$170K +$158K +1,826 +1,323%
Financial Engines Advisors
984
Financial Engines Advisors
California
$169K +$123K +1,432 +271%
QCG
985
Quadrant Capital Group
Ohio
$162K -$734 -9 -0.5%
BC
986
Barnett & Company
Tennessee
$162K – – –
MBT
987
Montecito Bank & Trust
California
$161K +$161K +1,865 New
MPWT
988
MassMutual Private Wealth & Trust
Connecticut
$158K +$158K +1,830 New
WTB
989
Washington Trust Bank
Washington
$154K -$12.6K -145 -8%
PI
990
PineBridge Investments
New York
$153K -$304K -3,530 -67%
BAM
991
Barrett Asset Management
New York
$148K – – –
PMFA
992
Plante Moran Financial Advisors
Michigan
$148K +$68.7K +797 +87%
CAM
993
Close Asset Management
United Kingdom
$148K +$148K +1,712 New
GLI
994
Guardian Life Insurance
New York
$147K -$5.11K -59 -3%
BAM
995
Bruderman Asset Management
New York
$147K +$173 +2 +0.1%
DPA
996
Delphi Private Advisors
California
$146K -$1.65K -19 -1%
WA
997
Winfield Associates
Ohio
$144K +$434 +5 +0.3%
Acadian Asset Management
998
Acadian Asset Management
Massachusetts
$142K +$142K +1,646 New
BC
999
Bartlett & Co
Ohio
$134K – – –
FMP
1000
Financial Management Professionals
Texas
$134K – – –
38 39
40
41 42