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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 %
LGWM
1276
Litman Gregory Wealth Management
California
$35 342 – –
First Eagle Investment Management
1277
First Eagle Investment Management
New York
– – -1,313,698 Closed
NFA
1278
Nationwide Fund Advisors
Ohio
– – -338,816 Closed
PI
1279
PGGM Investments
Netherlands
– – -132,367 Closed
VIP
1280
Vantage Investment Partners
Missouri
– – -66,360 Closed
American Century Companies
1281
American Century Companies
Missouri
– – -60,794 Closed
MSE
1282
MUFG Securities EMEA
United Kingdom
– – -50,000 Closed
BKA
1283
Brick & Kyle Associates
Pennsylvania
– – -37,774 Closed
BPC
1284
Banque Pictet & Cie
Switzerland
– – -36,000 Closed
SIP
1285
Stoneridge Investment Partners
Pennsylvania
– – -35,161 Closed
FHAM
1286
Folger Hill Asset Management
New York
– – -25,000 Closed
CPO
1287
Cerity Partners OCIO
New York
– – -22,270 Closed
GL
1288
GLG LLC
New York
– – -22,170 Closed
Voloridge Investment Management
1289
Voloridge Investment Management
Florida
– – -21,988 Closed
NLI
1290
Nippon Life Insurance
Japan
– – -17,875 Closed
SCM
1291
Stevens Capital Management
Pennsylvania
– – -16,628 Closed
DTL
1292
Dynamic Technology Lab
Singapore
– – -15,798 Closed
Verition Fund Management
1293
Verition Fund Management
Connecticut
– – -15,784 Closed
EMG
1294
Ellington Management Group
Connecticut
– – -14,400 Closed
OAM
1295
Oxford Asset Management
United Kingdom
– – -11,886 Closed
ICOA
1296
Investment Centers of America
North Dakota
– – -11,300 Closed
Assenagon Asset Management
1297
Assenagon Asset Management
Luxembourg
– – -9,600 Closed
GCP
1298
GSA Capital Partners
United Kingdom
– – -8,557 Closed
YMRC
1299
Yorktown Management & Research Company
Virginia
– – -6,100 Closed
BPCA
1300
Bank Pictet & Cie (Asia)
Singapore
– – -6,000 Closed
50 51
52
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