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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$412M
2
O
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
176
Kornitzer Capital Management
Kansas
$11.8M -$102K -1,010 -0.9%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$11.7M +$1M +9,902 +9%
DADC
178
D.A. Davidson & Co
Montana
$11.5M -$394K -3,891 -3%
DekaBank Deutsche Girozentrale
179
DekaBank Deutsche Girozentrale
Germany
$11.4M – – –
Axa
180
Axa
France
$11.3M -$1.1M -10,908 -9%
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$11.1M -$351K -3,468 -3%
SG Americas Securities
182
SG Americas Securities
New York
$11.1M +$11.1M +109,726 New
JPMPWA
183
J.P. Morgan Private Wealth Advisors
California
$10.7M +$3.34M +33,045 +45%
ProShare Advisors
184
ProShare Advisors
Maryland
$10.6M +$1.27M +12,533 +14%
ERSOT
185
Employees Retirement System of Texas
Texas
$10.6M -$769K -7,600 -7%
ATN
186
AMF Tjänstepension
Sweden
$10.6M +$897K +8,870 +9%
CDH
187
Charles D. Hyman
$10.5M +$5.06K +50 +0%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$10.4M -$313K -3,097 -3%
PHAM
189
Pacific Heights Asset Management
California
$10.1M – – –
CCMH
190
Cornerstone Capital Management Holdings
New York
$10.1M +$1.09M +10,787 +12%
BCM
191
Becker Capital Management
Oregon
$10M -$16.6M -163,861 -62%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$10M +$3.82M +37,740 +62%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$9.82M +$72.8K +720 +0.7%
SSA
194
South Street Advisors
New York
$9.81M -$169K -1,670 -2%
NFGCM
195
Norman Fields Gottscho Capital Management
New York
$9.69M -$50.7K -501 -0.5%
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$9.65M +$680K +6,719 +8%
Fidelity International
197
Fidelity International
Bermuda
$9.61M +$1.72M +16,972 +22%
AAM
198
Aureus Asset Management
Massachusetts
$9.6M +$464K +4,585 +5%
SAM
199
Sompo Asset Management
Japan
$9.57M -$59.7K -590 -0.6%
WAM
200
Wallington Asset Management
Indiana
$9.48M -$5.06K -50 -0.1%
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