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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 %
WC
1301
Wexford Capital
Florida
– -$875K -8,650 Closed
VRS
1302
Virginia Retirement Systems
Virginia
– -$810K -8,008 Closed
PAIA
1303
Park Avenue Institutional Advisers
New York
– -$698K -6,900 Closed
DS
1304
DRW Securities
Illinois
– -$609K -6,024 Closed
TIAAOA
1305
Teachers Insurance & Annuity Association of America
New York
– -$546K -5,396 Closed
ECAM
1306
East Coast Asset Management
Massachusetts
– -$512K -5,057 Closed
USGIU
1307
U.S. Global Investors (USGI)
Texas
– -$506K -5,000 Closed
JIM
1308
Jupiter Investment Management
United Kingdom
– -$465K -4,600 Closed
LC
1309
Lourd Capital
California
– -$435K -4,300 Closed
SCA
1310
Sage Capital Advisors
South Dakota
– -$412K -4,075 Closed
PWP
1311
Private Wealth Partners
California
– -$405K -4,000 Closed
WIS
1312
Wright Investors Service
Connecticut
– -$328K -3,244 Closed
FRM
1313
Fox Run Management
Connecticut
– -$311K -3,074 Closed
Kovitz Investment Group Partners
1314
Kovitz Investment Group Partners
Illinois
– -$299 -2,957 Closed
TCM
1315
Teza Capital Management
Illinois
– -$297K -2,937 Closed
ID
1316
Integral Derivatives
New York
– -$289K -2,853 Closed
ZIC
1317
ZWJ Investment Counsel
Georgia
– -$281K -2,782 Closed
FC
1318
Forte Capital
New York
– -$279K -2,759 Closed
QSS
1319
Quantitative Systematic Strategies
Florida
– -$275K -2,723 Closed
APG
1320
Abacus Planning Group
South Carolina
– -$271K -2,684 Closed
SI
1321
SII Investments
Wisconsin
– -$265K -2,611 Closed
TMAM
1322
Tokio Marine Asset Management
Japan
– -$260K -2,567 Closed
VAM
1323
Visionary Asset Management
Texas
– -$254K -2,513 Closed
BFM
1324
Boothbay Fund Management
New York
– -$254K -2,508 Closed
TRCT
1325
Tower Research Capital (TRC)
New York
– -$238K -2,348 Closed
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