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Phillips 66
PSX

Overview Fund Activity

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$389M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.17B
3
Prudential Financial
Prudential Financial
New Jersey
$125M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$80.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$50.6M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.38B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Boston Partners
Boston Partners
Massachusetts
$103M
4
State Street
State Street
Massachusetts
$2.07B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$696M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1276
Advantage Investment Management
Iowa
$2K – – –
RBC
1277
Roble Belko & Company
Pennsylvania
$2K +$2K +20 New
NCM
1278
Nelson Capital Management
California
$1K – – –
ML
1279
McAdam LLC
Pennsylvania
$1K +$1K +15 New
CM
1280
Caption Management
Oklahoma
– -$4.69M -46,400 Closed
Wolverine Trading
1281
Wolverine Trading
Illinois
– -$4.55M -45,004 Closed
MSWM
1282
Mader & Shannon Wealth Management
Missouri
– -$4.01M -39,631 Closed
QIM
1283
Quantitative Investment Management
Virginia
– -$3.78M -37,400 Closed
VIA
1284
Virtus Investment Advisers
Connecticut
– -$3.55M -35,131 Closed
CGM
1285
Centenus Global Management
New York
– -$3.49M -34,500 Closed
SEC
1286
Seven Eight Capital
New York
– -$2.7M -26,696 Closed
DF
1287
Donoghue Forlines
Massachusetts
– -$2.66M -26,250 Closed
AWM
1288
Arbor Wealth Management
Florida
– -$2.29M -22,674 Closed
CM
1289
Castleark Management
Illinois
– -$2.28M -22,520 Closed
Tudor Investment Corp
1290
Tudor Investment Corp
Connecticut
– -$2.16M -21,319 Closed
Wealth Enhancement Advisory Services
1291
Wealth Enhancement Advisory Services
Minnesota
– -$1.73M -16,503 Closed
SBA
1292
Seven Bridges Advisors
New York
– -$1.62M -16,005 Closed
OI
1293
Oakbrook Investments
Illinois
– -$1.57M -15,500 Closed
LSA
1294
L & S Advisors
California
– -$1.28M -12,626 Closed
CC
1295
Cipher Capital
New York
– -$1.22M -12,038 Closed
IH
1296
IFC Holdings
Florida
– -$1.21M -12,006 Closed
SSA
1297
Schonfeld Strategic Advisors
New York
– -$999K -9,885 Closed
TI
1298
Trexquant Investment
Connecticut
– -$949K -9,385 Closed
FP
1299
FDO Partners
Massachusetts
– -$934K -9,236 Closed
CA
1300
CastleArk Alternatives
Illinois
– -$884K -8,740 Closed
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