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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.

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 %
BCIM
101
British Columbia Investment Management
British Columbia, Canada
$27.7M +$5.93M +74,827 +27%
RCM
102
RNC Capital Management
California
$27.6M +$901K +11,370 +3%
Aviva
103
Aviva
United Kingdom
$27M -$1.11M -13,965 -4%
HPC
104
HM Payson & Co
Maine
$24.9M +$2.2M +27,718 +10%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.6M – – –
First Trust Advisors
106
First Trust Advisors
Illinois
$23.4M -$41.4M -521,989 -64%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$23.4M +$2M +25,191 +9%
NFA
108
Nationwide Fund Advisors
Ohio
$21.4M +$1.53M +19,281 +8%
SO
109
STRS Ohio
Ohio
$20.9M -$476K -6,003 -2%
BCM
110
Becker Capital Management
Oregon
$20.9M -$225K -2,838 -1%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$20.8M -$12M -151,002 -37%
PAMU
112
Pictet Asset Management (UK)
United Kingdom
$20.7M -$1.05M -13,200 -5%
FIM
113
Frontier Investment Management
Texas
$19.6M +$708K +8,947 +4%
GF
114
Gabelli Funds
New York
$19.5M +$388K +4,900 +2%
ACI
115
AMP Capital Investors
Australia
$19.4M -$494K -6,288 -2%
AG
116
Aperio Group
California
$19.1M -$1.91M -24,067 -9%
FRM
117
Foundation Resource Management
Arkansas
$18.7M -$1.11M -13,993 -6%
AAM
118
Aberdeen Asset Management
United Kingdom
$18.3M +$1.64M +20,675 +10%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$17.8M +$448K +5,659 +3%
SC
120
Saturna Capital
Washington
$17.6M – – –
GT
121
Glenmede Trust
Pennsylvania
$17.5M -$256K -3,232 -1%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$17.4M -$330K -4,164 -2%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$17.1M -$1.15M -14,520 -6%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$17M – – –
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$16.5M +$1.41M +17,864 +9%
3 4
5
6 7