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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.2B
2
O
2
OppenheimerFunds
New York
$364M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$129M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$113M
5
NEAM
5
New England Asset Management
Connecticut
$104M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$252M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$434M
3
Capital World Investors
3
Capital World Investors
California
$192M
4
IAM
4
Iridian Asset Management
Connecticut
$0
5
HFA
5
Harvest Fund Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
1151
K.J. Harrison & Partners
Ontario, Canada
– -$432K -5,000 Closed
HSA
1152
HBK Sorce Advisory
Pennsylvania
– -$339K -3,924 Closed
GP
1153
GLG Partners
United Kingdom
– -$337K -3,904 Closed
AI
1154
Atria Investments
North Carolina
– -$308K -3,563 Closed
GKWIM
1155
Gerber Kawasaki Wealth & Investment Management
California
– -$304K -3,526 Closed
UF
1156
Univest Financial
Pennsylvania
– -$288K -3,333 Closed
BFM
1157
Boothbay Fund Management
New York
– -$557 -3,294 Closed
PFA
1158
Pinnacle Family Advisors
Missouri
– -$278K -3,225 Closed
SCI
1159
S&CO Inc
Massachusetts
– -$274K -3,174 Closed
FCCM
1160
First City Capital Management
Georgia
– -$272K -3,143 Closed
ANB
1161
Amarillo National Bank
Texas
– -$269K -3,116 Closed
CWM
1162
Cabot Wealth Management
Massachusetts
– -$252K -2,917 Closed
LPT
1163
Legacy Private Trust
Wisconsin
– -$250K -2,894 Closed
WBG
1164
Wharton Business Group
Pennsylvania
– -$247K -2,855 Closed
MAM
1165
Martingale Asset Management
Massachusetts
– -$247K -2,850 Closed
WCF
1166
West Coast Financial
California
– -$246K -2,848 Closed
ZCA
1167
Zeke Capital Advisors
Pennsylvania
– -$239K -2,761 Closed
BAM
1168
Baring Asset Management
United Kingdom
– -$238K -2,760 Closed
CAM
1169
Covenant Asset Management
New Jersey
– -$233K -2,700 Closed
TIA
1170
Tandem Investment Advisors
South Carolina
– -$231K -2,675 Closed
CL
1171
CPWM LLC
Washington
– -$228K -2,639 Closed
DTL
1172
Dynamic Technology Lab
Singapore
– -$224K -2,600 Closed
PAG
1173
Pinnacle Advisory Group
Maryland
– -$224K -2,594 Closed
PHIMC
1174
Private Harbour Investment Management & Counsel
Ohio
– -$221K -2,559 Closed
CWA
1175
Cypress Wealth Advisors
California
– -$220K -2,547 Closed
45 46
47
48 49