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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 %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$9.44M +$357K +3,531 +4%
HIMC
202
Heritage Investors Management Corp
Maryland
$9.25M -$178K -1,756 -2%
CS
203
Candriam SCA
Luxembourg
$9.21M +$1.5M +14,855 +20%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$8.97M -$1.43M -14,112 -14%
ZIG
205
Zurich Insurance Group
Switzerland
$8.95M +$1.42M +13,990 +19%
Brown Advisory
206
Brown Advisory
Maryland
$8.94M -$21.5K -213 -0.2%
FWIA
207
Fort Washington Investment Advisors
Ohio
$8.88M +$43K +425 +0.5%
CB
208
Commerce Bank
Missouri
$8.85M -$300K -2,961 -3%
GI
209
Gradient Investments
Minnesota
$8.81M +$244K +2,412 +3%
Creative Planning
210
Creative Planning
Kansas
$8.8M -$631K -6,235 -7%
CWM
211
CIBC World Markets
New York
$8.79M +$2.46M +24,294 +39%
Two Sigma Advisers
212
Two Sigma Advisers
New York
$8.77M -$11M -108,400 -56%
CA
213
Commerzbank Aktiengesellschaft
Germany
$8.75M -$369K -3,644 -4%
FTIOP
214
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.7M +$323K +3,191 +4%
CIC
215
Carnegie Investment Counsel
Ohio
$8.69M +$8.38M +84,939 +2,788%
PSUF
216
People's United Financial
Connecticut
$8.61M -$166K -1,646 -2%
LC
217
Lincoln Capital
Nebraska
$8.28M -$15K -148 -0.2%
URS
218
Utah Retirement Systems
Utah
$8.2M +$111K +1,100 +1%
CCM
219
Check Capital Management
California
$8.14M -$9.83M -97,186 -55%
OPCM
220
Osborne Partners Capital Management
California
$8.01M -$10.1K -100 -0.1%
AG
221
Advisor Group
Arizona
$7.96M +$883K +8,722 +12%
SOAMC
222
Spirit of America Management Corp
New York
$7.91M +$152K +1,500 +2%
CONA
223
Capital One National Association
New York
$7.91M +$112K +1,103 +1%
Nomura Asset Management
224
Nomura Asset Management
Japan
$7.61M +$223K +2,207 +3%
GC
225
Gratus Capital
Georgia
$7.57M -$1.64M -16,189 -18%
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