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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
$2.2B
2
O
OppenheimerFunds
New York
$364M
3
NSLI
Nan Shan Life Insurance
Taiwan
$129M
4
ClearBridge Investments
ClearBridge Investments
New York
$113M
5
NEAM
New England Asset Management
Connecticut
$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$434M
3
Capital World Investors
Capital World Investors
California
$192M
4
IAM
Iridian Asset Management
Connecticut
$0
5
HFA
Harvest Fund Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1001
Catalyst Capital Advisors
New York
$68K -$7.97K -100 -10%
CHP
1002
Cable Hill Partners
Oregon
$64K – – –
EDRH
1003
Edmond de Rothschild Holding
Switzerland
$63K -$3.52K -44 -5%
TFO
1004
Tarbox Family Office
California
$63K – – –
OFS
1005
Orrstown Financial Services
Pennsylvania
$63K +$63K +800 New
TF
1006
Tompkins Financial
New York
$62K – – –
KTC
1007
Kistler-Tiffany Companies
Pennsylvania
$61K -$21.9K -275 -26%
AIS
1008
Accurate Investment Solutions
Pennsylvania
$61K +$236 +3 +0.4%
AP
1009
Atwood & Palmer
Missouri
$60K – – –
JAM
1010
Jolley Asset Management
North Carolina
$54K – – –
AC
1011
Alexandria Capital
Virginia
$53K +$79 +1 +0.1%
GEA
1012
Glen Eagle Advisors
New Jersey
$49.9K +$35.6K +449 +248%
DAM
1013
Delta Asset Management
Tennessee
$48K – – –
AF
1014
Allworth Financial
California
$47K +$798 +10 +2%
DOA
1015
D'Orazio & Associates
Virginia
$45K – – –
MWM
1016
Mascoma Wealth Management
New Hampshire
$44K – – –
FCB
1017
First Command Bank
Texas
$43K -$51K -640 -54%
FCFS
1018
First Command Financial Services
Texas
$43K -$51K -640 -54%
BRC
1019
Bell Rock Capital
Delaware
$43K +$320 +4 +0.7%
TIM
1020
Tortoise Investment Management
New York
$40K -$2.51K -32 -6%
AWMS
1021
Advocacy Wealth Management Services
Georgia
$40K – – –
HR
1022
Howe & Rusling
New York
$38K -$21.7K -274 -36%
NCM
1023
New Capital Management
Texas
$37K +$76 +1 +0.2%
KPCM
1024
Kings Point Capital Management
New York
$37K +$26.1K +325 +239%
BIG
1025
Bellwether Investment Group
Tennessee
$35K -$5.06K -64 -13%
39 40
41
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