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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 %
Marshall Wace
1301
Marshall Wace
United Kingdom
– – -5,310 Closed
SACTSONJ
1302
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– – -5,000 Closed
PHK
1303
Point72 Hong Kong
Hong Kong
– – -4,355 Closed
NPC
1304
National Planning Corporation
California
– – -3,870 Closed
PI
1305
Parkside Investments
Illinois
– – -3,800 Closed
YP
1306
Yellowstone Partners
Idaho
– – -3,140 Closed
RWP
1307
RWA Wealth Partners
Massachusetts
– – -3,105 Closed
BMCM
1308
Bryn Mawr Capital Management
Pennsylvania
– – -2,825 Closed
NL
1309
NWAM LLC
Washington
– – -2,622 Closed
MHS
1310
M Holdings Securities
Oregon
– – -2,553 Closed
GS
1311
Girard Securities
California
– – -2,541 Closed
VSWA
1312
Vontobel Swiss Wealth Advisors
Switzerland
– – -2,500 Closed
CIA
1313
Choate Investment Advisors
Massachusetts
– – -2,482 Closed
FHC
1314
First Heartland Consultants
Missouri
– – -2,416 Closed
BEAM
1315
Baker Ellis Asset Management
Washington
– – -1,935 Closed
MCIA
1316
Mountain Capital Investment Advisors
Colorado
– – -1,500 Closed
AIL
1317
AGF Investments LLC
Ontario, Canada
– – -1,215 Closed
GBBWRPM
1318
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– – -1,028 Closed
BA
1319
Bristlecone Advisors
Washington
– – -793 Closed
HCA
1320
Horan Capital Advisors
Ohio
– – -698 Closed
AC
1321
Alexandria Capital
Virginia
– – -537 Closed
CG
1322
Cutler Group
California
– – -308 Closed
BONST
1323
Bank of Nova Scotia Trust
Ontario, Canada
– – -230 Closed
FA
1324
Financial Advantage
Maryland
– – -155 Closed
TDC
1325
Thompson Davis & Co
Virginia
$0 1 -65 -98%
50 51 52
53
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