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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 %
AWM
1126
AllSquare Wealth Management
New York
$9K 100 – –
CTB
1127
Country Trust Bank
Illinois
$9K 100 – –
IPC
1128
Independent Portfolio Consultants
Florida
$9K 100 +100 New
WCBA
1129
Weaver C. Barksdale & Associates
Tennessee
$8K 94 – –
OFW
1130
Omnia Family Wealth
Florida
$8K 92 +92 New
CPA
1131
Clear Perspective Advisors
Illinois
$7K 77 +77 New
NC
1132
NewSquare Capital
Pennsylvania
$6K 69 -24 -26%
CP
1133
Corbenic Partners
Pennsylvania
$6K 75 – –
AIM
1134
Advantage Investment Management
Iowa
$6K 71 +50 +238%
IF
1135
Ironwood Financial
Arizona
$5K 55 – –
LS
1136
Livforsakringsbolaget Skandia
Sweden
$3.5K 40,458 -24,253 -37%
TWMP
1137
Taylor Wealth Management Partners
Massachusetts
$3K 29 – –
HCM
1138
Horrell Capital Management
Arkansas
$3K 34 – –
NSB
1139
Norway Savings Bank
Maine
$3K 30 +30 New
IWA
1140
IBEX Wealth Advisors
New Jersey
$3K 34 +34 New
PVH
1141
Psagot Value Holdings
Israel
$3K 36 +36 New
CIA
1142
Cascade Investment Advisors
Oregon
$2.59K 30 +30 New
TDC
1143
Thompson Davis & Co
Virginia
$2K 28 -349 -93%
WAS
1144
Winch Advisory Services
Wisconsin
$2K 22 – –
AWM
1145
Arbor Wealth Management
Florida
$1.51K 18,942 +2,277 +14%
PCP
1146
Proficio Capital Partners
Massachusetts
$1K 15 – –
NCM
1147
Nelson Capital Management
California
$1K 7 – –
BFM
1148
Boothbay Fund Management
New York
$557 3,294 +402 +14%
PK
1149
Pflug Koory
Nebraska
$278 3,219 +3,219 New
SLF
1150
Sun Life Financial
Ontario, Canada
$237 20 +20 New
44 45
46
47 48