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Phillips 66
PSX

Overview Fund Activity

1,151 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 442 reducing their positions, and 64 closing their positions.

Holders
1,151
Holders Change
+67
Holders Change %
+6.18%
% of All Funds
28.82%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.38%
New
146
Increased
379
Reduced
442
Closed
64
Calls
$355M
Puts
$390M
Net Calls
-$34.7M
Net Calls Change
-$202M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$144M
2
DZ Bank
2
DZ Bank
Germany
$89.5M
3
RL
3
Ruffer LLP
United Kingdom
$87.3M
4
State Street
4
State Street
Massachusetts
$2B
5
Asset Management One
5
Asset Management One
Japan
$70.5M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$183M
2
Deutsche Bank
2
Deutsche Bank
Germany
$153M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$101M
5
Barclays
5
Barclays
United Kingdom
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
201
Vestor Capital
Illinois
$9.11M 105,385 -265 -0.3%
IC
202
InterOcean Capital
Illinois
$8.88M 102,791 +22,686 +28%
EIM
203
ExxonMobil Investment Management
Texas
$8.86M 102,475 -11,002 -10%
ProShare Advisors
204
ProShare Advisors
Maryland
$8.71M 100,780 +18,840 +23%
PHAM
205
Pacific Heights Asset Management
California
$8.64M 100,000 – –
SSA
206
South Street Advisors
New York
$8.52M 98,592 -7,140 -7%
BFG
207
Beacon Financial Group
Texas
$8.51M 98,443 +91,397 +1,297%
Victory Capital Management
208
Victory Capital Management
Texas
$8.49M 98,258 +8,686 +10%
SB
209
Suntrust Banks
Georgia
$8.45M 97,778 -12,602 -11%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.44M 97,629 -2,100 -2%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$8.39M 97,049 -3,449 -3%
WBC
212
Westpac Banking Corp
Australia
$8.36M 78,964 +1,644 +2%
AAM
213
Aureus Asset Management
Massachusetts
$8.28M 95,828 +10,192 +12%
HIMC
214
Heritage Investors Management Corp
Maryland
$8.24M 95,381 -1,937 -2%
SCM
215
SKBA Capital Management
California
$8.11M 93,800 -12,600 -12%
CB
216
Commerce Bank
Missouri
$8.04M 93,076 -4,297 -4%
Skandinaviska Enskilda Banken (SEB)
217
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.91M 91,567 +12,881 +16%
RFC
218
Regions Financial Corp
Alabama
$7.91M 91,531 -7,817 -8%
WAM
219
Wallington Asset Management
Indiana
$7.86M 90,945 +120 +0.1%
RC
220
RegentAtlantic Capital
New Jersey
$7.71M 89,218 +627 +0.7%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$7.68M 88,858 -5,785 -6%
CCM
222
Copeland Capital Management
Pennsylvania
$7.59M 87,837 -39,244 -31%
V
223
Veritable
Delaware
$7.4M 85,619 +457 +0.5%
VIP
224
Vantage Investment Partners
Missouri
$7.4M 85,582 – –
ZIG
225
Zurich Insurance Group
Switzerland
$7.39M 85,528 +10,545 +14%
7 8
9
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