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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.

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 %
CFD
1001
Creative Financial Designs
Indiana
$134K +$134K +1,552 New
CWM
1002
Catamount Wealth Management
Connecticut
$123K +$43.3K +500 +54%
BTIS
1003
BB&T Investment Services
North Carolina
$122K +$122K +1,389 New
IWM
1004
IHT Wealth Management
Illinois
$122K +$122K +1,406 New
VCM
1005
Versant Capital Management
Arizona
$120K +$19.3K +225 +19%
EWM
1006
Endurance Wealth Management
Rhode Island
$119K – – –
CCM
1007
Cribstone Capital Management
Maine
$119K – – –
FIB
1008
First Interstate Bank
Montana
$113K -$281K -3,250 -71%
FANJ
1009
Financial Architects (New Jersey)
New Jersey
$112K -$70.7K -821 -39%
CAW
1010
Cornerstone Advisors (Washington)
Washington
$111K -$122K -1,415 -52%
M
1011
MOTCO
Texas
$111K – – –
BEAM
1012
Baker Ellis Asset Management
Washington
$107K +$107K +1,235 New
WB
1013
Webster Bank
Connecticut
$103K +$103K +1,184 New
MA
1014
MCF Advisors
Kentucky
$102K – – –
FCB
1015
First Command Bank
Texas
$102K +$102K +1,180 New
FCFS
1016
First Command Financial Services
Texas
$102K +$102K +1,180 New
GAM
1017
Gemmer Asset Management
California
$101K – – –
CLOS
1018
Compagnie Lombard Odier SCmA
Switzerland
$99K +$70.6K +816 +249%
CCMW
1019
Cypress Capital Management (Wyoming)
Wyoming
$98.3K -$4.37K -50 -4%
FHA
1020
First Horizon Advisors
Tennessee
$98K – – –
ACS
1021
Archford Capital Strategies
Illinois
$97K – – –
DIA
1022
Davidson Investment Advisors
Montana
$97K – – –
VCM
1023
Vigilant Capital Management
Maine
$92K -$6.08K -70 -6%
RFA
1024
Reilly Financial Advisors
California
$90K -$11.8K -136 -12%
KTC
1025
Kistler-Tiffany Companies
Pennsylvania
$90K -$3.03K -35 -3%
39 40
41
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