Beacon Financial Group Has Lowered Phillips 66 Com (PSX) Position By $9.25 Million; White Mountains Insurance Group LTD (WTM) Has 1.01 Sentiment

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White Mountains Insurance Group LTD (WTM) investors sentiment decreased to 1.01 in Q4 2017. It’s down -0.03, from 1.04 in 2017Q3. The ratio has dropped, as 83 institutional investors opened new or increased holdings, while 82 trimmed and sold positions in White Mountains Insurance Group LTD. The institutional investors in our database now have: 3.04 million shares, up from 3.02 million shares in 2017Q3. Also, the number of institutional investors holding White Mountains Insurance Group LTD in top ten holdings was flat from 7 to 7 for the same number . Sold All: 13 Reduced: 69 Increased: 49 New Position: 34.

Beacon Financial Group decreased Phillips 66 Com (PSX) stake by 89.96% reported in 2017Q4 SEC filing. Beacon Financial Group sold 91,618 shares as Phillips 66 Com (PSX)’s stock declined 5.13%. The Beacon Financial Group holds 10,229 shares with $1.04 million value, down from 101,847 last quarter. Phillips 66 Com now has $48.38B valuation. The stock increased 1.08% or $1.11 during the last trading session, reaching $103.74. About 1.50 million shares traded. Phillips 66 (NYSE:PSX) has risen 23.90% since April 15, 2017 and is uptrending. It has outperformed by 12.35% the S&P500.

Elkhorn Partners Limited Partnership holds 15.7% of its portfolio in White Mountains Insurance Group, Ltd. for 29,065 shares. Wallace Capital Management Inc. owns 77,620 shares or 10.06% of their US portfolio. Moreover, Mraz Amerine & Associates Inc. has 7.39% invested in the company for 28,307 shares. The Florida-based Goodhaven Capital Management Llc has invested 3.56% in the stock. Speece Thorson Capital Group Inc, a Minnesota-based fund reported 20,343 shares.

The stock decreased 0.34% or $2.9 during the last trading session, reaching $856. About 54,216 shares traded or 119.52% up from the average. White Mountains Insurance Group, Ltd. (WTM) has declined 8.10% since April 15, 2017 and is downtrending. It has underperformed by 19.65% the S&P500.

White Mountains Insurance Group, Ltd., through its subsidiaries, engages in engages in insurance, reinsurance, and insurance services businesses in the United States. The company has market cap of $3.20 billion. The firm operates through OneBeacon and HG Global/BAM divisions. It has a 5.79 P/E ratio. The OneBeacon segment underwrites professional liability and other specialized coverages for the healthcare industry, such as excess insurance, and excess of loss or HMO reinsurance; multi-line package and tuition reimbursement insurance; commercial surety bonds; and professional liability coverages for architects and engineers, and various customer groups.

Analysts await White Mountains Insurance Group, Ltd. (NYSE:WTM) to report earnings on May, 1. They expect $-1.08 earnings per share, up 47.32% or $0.97 from last year’s $-2.05 per share. After $-0.49 actual earnings per share reported by White Mountains Insurance Group, Ltd. for the previous quarter, Wall Street now forecasts 120.41% negative EPS growth.

Investors sentiment increased to 1.01 in 2017 Q4. Its up 0.09, from 0.92 in 2017Q3. It is positive, as 34 investors sold PSX shares while 372 reduced holdings. 125 funds opened positions while 284 raised stakes. 351.44 million shares or 0.51% less from 353.24 million shares in 2017Q3 were reported. Shufro Rose And Limited has invested 0.03% in Phillips 66 (NYSE:PSX). Alliancebernstein Ltd Partnership stated it has 773,005 shares. Brandywine Glob Invest Ltd Llc accumulated 0.29% or 472,708 shares. Ngam Advsrs Limited Partnership has invested 0.06% in Phillips 66 (NYSE:PSX). Tortoise Capital Lc holds 10,953 shares or 0.01% of its portfolio. Gardner Russo Gardner Llc invested 0% of its portfolio in Phillips 66 (NYSE:PSX). Freestone Capital Holding Ltd Llc reported 0.02% stake. North Star Investment Management reported 12,525 shares or 0.15% of all its holdings. Carret Asset Management accumulated 20,082 shares or 0.32% of the stock. Sumitomo Mitsui Trust Hldgs reported 0.17% stake. Carroll Fincl Assoc holds 16,130 shares. Moreover, Vanguard Grp has 0.14% invested in Phillips 66 (NYSE:PSX). Apg Asset Management Nv, a Netherlands-based fund reported 865,166 shares. Strs Ohio holds 237,457 shares or 0.1% of its portfolio. Com Of Vermont has invested 0.03% of its portfolio in Phillips 66 (NYSE:PSX).

Since December 15, 2017, it had 0 insider purchases, and 1 insider sale for $270,675 activity. Oyolu Chukwuemeka A. sold $270,675 worth of stock.

Among 19 analysts covering Phillips 66 (NYSE:PSX), 8 have Buy rating, 2 Sell and 9 Hold. Therefore 42% are positive. Phillips 66 has $137.0 highest and $63 lowest target. $98.81’s average target is -4.75% below currents $103.74 stock price. Phillips 66 had 75 analyst reports since August 4, 2015 according to SRatingsIntel. The rating was maintained by Piper Jaffray with “Buy” on Monday, November 13. Credit Suisse reinitiated the stock with “Neutral” rating in Wednesday, March 7 report. The firm has “Equal-Weight” rating by Barclays Capital given on Wednesday, July 13. The rating was maintained by Deutsche Bank with “Hold” on Monday, March 19. The rating was upgraded by Goldman Sachs to “Buy” on Monday, December 18. RBC Capital Markets maintained the stock with “Hold” rating in Friday, April 21 report. Cowen & Co maintained Phillips 66 (NYSE:PSX) rating on Friday, July 7. Cowen & Co has “Buy” rating and $9500 target. The company was maintained on Thursday, June 1 by Jefferies. As per Wednesday, October 18, the company rating was maintained by RBC Capital Markets. RBC Capital Markets maintained the stock with “Hold” rating in Wednesday, December 20 report.

Beacon Financial Group increased Exxon Mobil Corporation (NYSE:XOM) stake by 24,119 shares to 209,841 valued at $17.55 million in 2017Q4. It also upped Ishares stake by 6,591 shares and now owns 167,606 shares. Sanofi (NYSE:SNY) was raised too.

Phillips 66 (NYSE:PSX) Institutional Positions Chart