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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EIP
2
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$117M
4
BCM
4
Bridgeway Capital Management
Texas
$44.6M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$412M
2
O
2
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.2M 318,501 +1,445 +0.5%
BCIM
102
British Columbia Investment Management
British Columbia, Canada
$31.8M 313,966 +65,727 +26%
GF
103
Gabelli Funds
New York
$29.7M 293,600 -4,400 -1%
Aberdeen Group
104
Aberdeen Group
United Kingdom
$29.4M 290,150 -847 -0.3%
HPC
105
HM Payson & Co
Maine
$29.2M 289,054 -28,371 -9%
AG
106
Aperio Group
California
$28M 277,156 +32,021 +13%
Aviva
107
Aviva
United Kingdom
$26.3M 259,823 -47,724 -16%
NIM
108
NXG Investment Management
Texas
$25.9M 255,823 +165,388 +183%
Adage Capital Partners
109
Adage Capital Partners
Massachusetts
$24.8M 244,701 -11,700 -5%
PAMU
110
Pictet Asset Management (UK)
United Kingdom
$24.6M 243,659 +5,838 +2%
CAM
111
Cidel Asset Management
Ontario, Canada
$24.5M 242,357 +49,142 +25%
SO
112
STRS Ohio
Ohio
$24M 237,457 -6,626 -3%
RHBC
113
R.H. Bluestein & Co
Michigan
$23.7M 233,927 +134,666 +136%
HP
114
Hikari Power
Japan
$23.5M 232,600 +6,100 +3%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$23.5M 232,048 +11,119 +5%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$23.5M 231,837 +5,284 +2%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$22.1M 218,054 -2,526 -1%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$21.7M 214,681 -2,434 -1%
LM
119
Luminus Management
Texas
$21.7M 214,353 +125,000 +140%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$21.1M 208,223 -234 -0.1%
FRM
121
Foundation Resource Management
Arkansas
$20.7M 204,349 -28,558 -12%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$20.3M 201,037 +49,419 +33%
NAMA
123
Nikko Asset Management Americas
New York
$20.3M 210,800 +104,100 +98%
CM
124
Churchill Management
California
$20.2M 199,795 -737 -0.4%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$19.2M 190,000 – –
3 4
5
6 7