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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
DZ Bank
2
DZ Bank
Germany
$89.5M
3
RL
3
Ruffer LLP
United Kingdom
$87.3M
4
State Street
4
State Street
Massachusetts
$2B
5
Asset Management One
5
Asset Management One
Japan
$70.5M

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 Market Value Shares Shares
Change 		Shares
Change %
MWM
1051
Mascoma Wealth Management
New Hampshire
$48K 554 +554 New
TIM
1052
Tortoise Investment Management
New York
$47K 543 +32 +6%
BRC
1053
Bell Rock Capital
Delaware
$46K 534 +534 New
AWMS
1054
Advocacy Wealth Management Services
Georgia
$44K 510 -200 -28%
BIG
1055
Bellwether Investment Group
Tennessee
$44K 507 +507 New
NCM
1056
New Capital Management
Texas
$42K 487 +487 New
PWM
1057
Perigon Wealth Management
California
$41K 528 +226 +75%
TCM
1058
Tradewinds Capital Management
Washington
$40K 468 – –
AIM
1059
Arcadia Investment Management
Michigan
$39K 448 -686 -60%
PO
1060
Private Ocean
California
$39K 455 +40 +10%
BCI
1061
Brinker Capital Investments
Pennsylvania
$39K 454 +454 New
CWM
1062
Cranbrook Wealth Management
Michigan
$36K 420 – –
FPFS
1063
First Personal Financial Services
North Carolina
$36K 411 +10 +2%
WIM
1064
Westside Investment Management
California
$35.5K 418 +418 New
SAM
1065
Sunnymeath Asset Management
New Jersey
$35K 402 – –
FPB
1066
First PREMIER Bank
South Dakota
$32K 370 -75 -17%
KKAMG
1067
Kernodle & Katon Asset Management Group
Arkansas
$32K 370 – –
MCM
1068
MV Capital Management
Maryland
$32K 365 – –
ANBT
1069
American National Bank & Trust
Texas
$31K 355 – –
CAL
1070
Capital Advisors Ltd
Ohio
$31K 359 +1 +0.3%
GRP
1071
Global Retirement Partners
California
$31K 363 +363 New
WA
1072
WealthTrust-Arizona
Arizona
$30K 350 -12 -3%
OSNBOA
1073
Old Second National Bank of Aurora
Illinois
$30K 350 – –
MWM
1074
MinichMacGregor Wealth Management
New York
$29K 345 – –
LF
1075
Lee Financial
Texas
$28K 320 +320 New
41 42
43
44 45