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Phillips 66

1,120 hedge funds and large institutions have $32.3B invested in Phillips 66 in 2016 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 405 increasing their positions, 451 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
29.89%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
92
Increased
405
Reduced
451
Closed
81
Calls
$397M
Puts
$294M
Net Calls
+$103M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1076
Brave Asset Management
New Jersey
$19K
MBT
1077
Monroe Bank & Trust
Michigan
$18K
WC
1078
Whitnell & Co
Illinois
$18K +$174 +2 +1%
LIM
1079
Lagoda Investment Management
New York
$17K
WCM
1080
Wealthcare Capital Management
Virginia
$17K
KA
1081
Klingman & Associates
New York
$17K
ACM
1082
Armbruster Capital Management
New York
$17K
SGAM
1083
Smith Group Asset Management
Texas
$16K +$16K +180 New
BCM
1084
Bluefin Capital Management
New York
$15K -$420K -4,900 -97%
BL
1085
Balentine LLC
Georgia
$15K -$21.4K -252 -59%
CPIG
1086
Chicago Partners Investment Group
Illinois
$15K
EWM
1087
Edge Wealth Management
New York
$14K -$10K -119 -42%
SCA
1088
Stuart Chaussee & Associates
California
$14K -$4.42K -53 -24%
CFS
1089
Commonwealth Financial Services
West Virginia
$14K
TCM
1090
TD Capital Management
Tennessee
$14K
LWA
1091
Lenox Wealth Advisors
New York
$13K
KPCM
1092
Kings Point Capital Management
New York
$12K
ED
1093
Exane Derivatives
France
$11.1K -$4.94K -57 -31%
FWM
1094
Focused Wealth Management
New York
$11K +$86 +1 +0.8%
JWA
1095
JFS Wealth Advisors
Pennsylvania
$11K +$2.2K +25 +25%
TDC
1096
Thompson Davis & Co
Virginia
$11K +$8.66K +100 +370%
TSU
1097
TD Securities (USA)
New York
$9K -$85 -1 -0.9%
PCTC
1098
Perkins Coie Trust Company
Washington
$9K
AWM
1099
AllSquare Wealth Management
New York
$9K
WCBA
1100
Weaver C. Barksdale & Associates
Tennessee
$8K