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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 %
KCM
1001
Kanawha Capital Management
Virginia
$245K 2,427 – –
FCCM
1002
First City Capital Management
Georgia
$243K 2,400 – –
LCM
1003
Liberty Capital Management
Michigan
$242K 2,302 – –
KACA
1004
Kayne Anderson Capital Advisors
California
$242K 2,400 +2,400 New
RPC
1005
Rossmore Private Capital
Connecticut
$241K 2,380 +2,380 New
CWM
1006
Cabot Wealth Management
Massachusetts
$240K 2,374 -86 -3%
TRCT
1007
Tower Research Capital (TRC)
New York
$238K 2,348 +1,235 +111%
PAG
1008
Pinnacle Advisory Group
Maryland
$238K 2,348 +2,348 New
ARMT
1009
Amica Retiree Medical Trust
Rhode Island
$237K 2,346 -1,702 -42%
PFA
1010
Paradigm Financial Advisors
Missouri
$236K 2,340 – –
CA
1011
Capital Advantage
California
$235K 2,326 -789 -25%
B
1012
Bailard
California
$235K 2,322 – –
LIM
1013
Loudon Investment Management
New Hampshire
$235K 2,327 – –
WAP
1014
Wealthcare Advisory Partners
Pennsylvania
$235K 2,319 +776 +50%
EIA
1015
Edgemoor Investment Advisors
Maryland
$234K 2,260 -384 -15%
CAM
1016
Close Asset Management
United Kingdom
$234K 2,312 – –
LA
1017
Legacy Advisors
Pennsylvania
$233K 2,305 – –
JFL
1018
Jarislowsky, Fraser Ltd
Quebec, Canada
$230K 2,282 -100 -4%
RW
1019
Rand Wealth
Maryland
$230K 2,277 – –
Fiera Capital (Canada)
1020
Fiera Capital (Canada)
Quebec, Canada
$229K 2,270 -1,400 -38%
GCA
1021
Guardian Capital Advisors
Ontario, Canada
$229K 2,164 +2,164 New
S
1022
SignatureFD
Georgia
$228K 2,259 +62 +3%
PG
1023
Pendal Group
Australia
$228K 2,254 +2,254 New
CCM
1024
Canal Capital Management
Virginia
$227K 2,240 -977 -30%
WAG
1025
Winthrop Advisory Group
Massachusetts
$226K 2,223 +2,223 New
39 40
41
42 43