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Phillips 66
PSX

1,278 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, 384 increasing their positions, 476 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 50

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 1,147 → 1,278 (+131)

10% more capital invested

Capital invested by funds: $33.4B → $36.8B (+$3.45B)

0.05% less ownership

Funds ownership: 71.24% → 71.19% (-0.05%)

16% less call options, than puts

Call options by funds: $322M | Put options by funds: $382M

19% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 476

Holders
1,278
Holders Change
+131
Holders Change %
+11.42%
% 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
384
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$439M
2
EIP
Epoch Investment Partners
New York
+$176M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$49M
4
BCM
Bridgeway Capital Management
Texas
+$41.9M
5
State Street
State Street
Massachusetts
+$35.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$177M
2
O
OppenheimerFunds
New York
-$141M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$120M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$85.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1051
Paragon Capital Management (Colorado)
Colorado
$212K +$199K +2,094 New
SIC
1052
SFE Investment Counsel
California
$212K +$200K +2,100 New
FNBOH
1053
First National Bank of Hutchinson
Kansas
$211K +$198K +2,084 New
RG
1054
Renaissance Group
Kentucky
$211K +$198K +2,084 New
OIA
1055
Optimum Investment Advisors
Illinois
$210K +$197K +2,072 New
LA
1056
LVW Advisors
New York
$208K +$195K +2,055 New
IP
1057
Investment Partners
Ohio
$207K +$194K +2,042 New
DSI
1058
Daiwa SB Investments
Japan
$206K – – –
FHA
1059
Flagship Harbor Advisors
Massachusetts
$205K -$95.8K -1,008 -34%
MWM
1060
Modera Wealth Management
New Jersey
$205K -$48.6K -511 -20%
BC
1061
Barnett & Company
Tennessee
$205K – – –
AIA
1062
Arbor Investment Advisors
North Carolina
$203K +$191K +2,004 New
SIC
1063
Schwartz Investment Counsel
Michigan
$202K +$190K +2,000 New
HCMT
1064
Highland Capital Management (Texas)
Texas
$202K +$190K +2,000 New
PCM
1065
Prelude Capital Management
New York
$202K +$190K +2,000 New
PGFC
1066
Peapack-Gladstone Financial Corp
New Jersey
$201K +$189K +1,985 New
GC
1067
Gilbert & Cook
Iowa
$200K +$188K +1,975 New
BFC
1068
Bedel Financial Consulting
Indiana
$200K +$188K +1,980 New
SWA
1069
Sutton Wealth Advisors
Florida
$196K – – –
QCG
1070
Quadrant Capital Group
Ohio
$191K – – –
II
1071
Inspire Investing
Idaho
$189K +$178K +1,872 New
IWM
1072
IHT Wealth Management
Illinois
$188K +$47.1K +495 +37%
PFBT
1073
Parkside Financial Bank & Trust
Missouri
$187K +$1.05K +11 +0.6%
CBT
1074
Capital Bank & Trust
California
$187K +$13K +137 +8%
BDWM
1075
Brewin Dolphin Wealth Management
Ireland
$182K – – –
41 42
43
44 45

PSX Hedge Fund Activity: Q4 2017 in Review

1,278 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2017, worth a combined $36.8B — up 10% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PSX positions and 50 closed out — a net gain of 143 holders — while 384 added to existing stakes and 476 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $439M. The largest seller was JP Morgan Chase, cutting an estimated $177M.

  • 1,278 institutional investors held Phillips 66 (PSX) as of Q4 2017, up from 1,147 in Q3 2017.
  • Funds reported $36.8B of Phillips 66 stock for Q4 2017, up 10% quarter-over-quarter.
  • 193 funds opened new Phillips 66 positions in Q4 2017 and 50 closed out, a net change of +143 holders.
  • The largest Phillips 66 buyer in Q4 2017 was Fidelity Investments, an estimated $439M added.
  • The largest Phillips 66 seller in Q4 2017 was JP Morgan Chase, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.