PSX icon

Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
201
Aureus Asset Management
Massachusetts
$7.41M -$206K -2,590 -3%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$7.34M +$608K +7,680 +9%
ANRF
203
Adams Natural Resources Fund
Maryland
$7.33M +$3.26M +41,100 +80%
CB
204
Commerce Bank
Missouri
$7.31M -$64.2K -811 -0.9%
WAM
205
Wallington Asset Management
Indiana
$7.25M +$41.2K +520 +0.6%
ATN
206
AMF Tjänstepension
Sweden
$7.22M -$1.81M -22,900 -20%
Brown Advisory
207
Brown Advisory
Maryland
$7.11M +$608K +7,677 +9%
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$7.06M +$3.04M +38,337 +75%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$6.91M -$129K -1,625 -2%
FWIA
210
Fort Washington Investment Advisors
Ohio
$6.89M -$1.77M -22,372 -20%
AIM
211
Achmea Investment Management
Netherlands
$6.82M +$6.82M +86,085 New
Creative Planning
212
Creative Planning
Kansas
$6.8M +$51.4K +649 +0.8%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$6.79M +$81.7K +1,031 +1%
GC
214
Gratus Capital
Georgia
$6.69M +$223K +2,819 +3%
VC
215
Vestor Capital
Illinois
$6.66M -$1.68M -21,260 -20%
ZIG
216
Zurich Insurance Group
Switzerland
$6.65M -$122K -1,543 -2%
V
217
Veritable
Delaware
$6.61M -$173K -2,185 -3%
RFC
218
Regions Financial Corp
Alabama
$6.56M -$697K -8,792 -10%
URS
219
Utah Retirement Systems
Utah
$6.54M – – –
JIC
220
Johnson Investment Counsel
Ohio
$6.49M -$211K -2,662 -3%
KBC Group
221
KBC Group
Belgium
$6.32M -$3.73M -47,045 -37%
MLL
222
Moody Lynn & Lieberson
Massachusetts
$6.28M -$2.87M -36,195 -31%
OAM
223
Oppenheimer Asset Management
New York
$6.27M +$6.27M +79,175 New
Nordea Investment Management
224
Nordea Investment Management
Sweden
$6.18M -$18M -227,018 -74%
OPCM
225
Osborne Partners Capital Management
California
$6.17M -$138K -1,739 -2%
7 8
9
10 11