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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 %
AIM
1026
Arcadia Investment Management
Michigan
$35K – – –
CAG
1027
Crestwood Advisors Group
Massachusetts
$34K +$34K +423 New
PO
1028
Private Ocean
California
$33K -$3.18K -40 -9%
CWM
1029
Cranbrook Wealth Management
Michigan
$33K – – –
FPB
1030
First PREMIER Bank
South Dakota
$33K +$3.93K +50 +14%
TRCT
1031
Tower Research Capital (TRC)
New York
$32K -$1.02M -12,967 -97%
FPFS
1032
First Personal Financial Services
North Carolina
$32K -$798 -10 -2%
GRP
1033
Global Retirement Partners
California
$32K +$3.6K +46 +13%
LWM
1034
Lenox Wealth Management
Ohio
$32K +$20.4K +254 +175%
GWS
1035
Glassman Wealth Services
Virginia
$30K +$8K +100 +36%
MCM
1036
MV Capital Management
Maryland
$29K – – –
CAL
1037
Capital Advisors Ltd
Ohio
$28K – – –
OSNBOA
1038
Old Second National Bank of Aurora
Illinois
$28K – – –
WA
1039
WealthTrust-Arizona
Arizona
$28K – – –
HCA
1040
Harbour Capital Advisors
Virginia
$27.6K +$27.6K +349 New
MWM
1041
MinichMacGregor Wealth Management
New York
$27K – – –
ANBT
1042
American National Bank & Trust
Texas
$25K -$2.73K -35 -10%
LF
1043
Lee Financial
Texas
$25K – – –
PWM
1044
Perigon Wealth Management
California
$24K -$18K -226 -43%
BCI
1045
Brinker Capital Investments
Pennsylvania
$24K -$12K -151 -33%
WAS
1046
WESPAC Advisors SoCal
California
$23.8K – – –
TCM
1047
Tradewinds Capital Management
Washington
$22K -$14.3K -184 -39%
JGIA
1048
Jackson Grant Investment Advisers
Connecticut
$22K +$159 +2 +0.7%
PCP
1049
Proficio Capital Partners
Massachusetts
$22K +$20.8K +266 +1,773%
HS
1050
Horan Securities
United States
$22K +$22K +285 New
40 41
42
43 44