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Phillips 66
PSX

Overview Fund Activity

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
Goldman Sachs
2
Goldman Sachs
New York
$448M
3
AL
3
AJO LP
Pennsylvania
$100M
4
Bank of America
4
Bank of America
North Carolina
$457M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$59.4M

Top Sellers

1
O
1
OppenheimerFunds
New York
$170M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$0
3
State Street
3
State Street
Massachusetts
$2.05B
4
CIC
4
Chilton Investment Company
Connecticut
$2.38M
5
BlackRock
5
BlackRock
New York
$2.52B
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1126
CAPTRUST Financial Advisors
North Carolina
$9K 91 +91 New
PRS
1127
Pinkerton Retirement Specialists
Idaho
$7K 72 – –
WWM
1128
Willingdon Wealth Management
North Carolina
$7K 72 +72 New
Walleye Trading
1129
Walleye Trading
New York
$6.01K 65,634 +60,547 +1,190%
TDC
1130
Thompson Davis & Co
Virginia
$6K 66 +38 +136%
IF
1131
Ironwood Financial
Arizona
$5K 55 – –
PSC
1132
Prentiss Smith & Co
Vermont
$5K 50 – –
SC
1133
SouthState Corp
Florida
$4.29K 46,779 -1,310 -3%
OFW
1134
Omnia Family Wealth
Florida
$3K 32 -62 -66%
SIAS
1135
Shine Investment Advisory Services
Colorado
$3K 36 -50 -58%
HCM
1136
Horrell Capital Management
Arkansas
$3K 34 – –
NC
1137
NewSquare Capital
Pennsylvania
$3K 37 – –
TWMP
1138
Taylor Wealth Management Partners
Massachusetts
$3K 29 – –
BWL
1139
Bogart Wealth LLC
Virginia
$3K 35 +35 New
CT
1140
Chicago Trust
Illinois
$2.04K 22,266 +200 +0.9%
WAS
1141
Winch Advisory Services
Wisconsin
$2K 22 -1,292 -98%
CP
1142
Corbenic Partners
Pennsylvania
$2K 27 -73 -73%
CPA
1143
Clear Perspective Advisors
Illinois
$2K 27 -50 -65%
AIM
1144
Advantage Investment Management
Iowa
$2K 22 – –
NCM
1145
Nelson Capital Management
California
$1K 7 – –
NSLI
1146
Nan Shan Life Insurance
Taiwan
– – -1,627,979 Closed
SG Americas Securities
1147
SG Americas Securities
New York
– – -93,508 Closed
Lazard Asset Management
1148
Lazard Asset Management
New York
– – -70,340 Closed
UOC
1149
UBS O'Connor
Illinois
– – -70,000 Closed
HT
1150
HAP Trading
New York
– – -54,940 Closed
44 45
46
47 48