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Phillips 66
PSX

Overview Fund Activity

1,084 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 414 increasing their positions, 441 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-10
Holders Change %
-0.91%
% of All Funds
28.97%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.48%
New
55
Increased
414
Reduced
441
Closed
51
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$179M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$169M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$154M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$74.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$52.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$52.1M

Top Sellers

1
IAM
Iridian Asset Management
Connecticut
-$213M
2
Boston Partners
Boston Partners
Massachusetts
-$167M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$91.6M
4
Wells Fargo
Wells Fargo
California
-$60.2M
5
RCM
Riverhead Capital Management
Delaware
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
276
Ingalls & Snyder LLC
New York
$4.29M +$401K +4,975 +10%
CG
277
Clinton Group
New York
$4.29M +$4.29M +53,215 New
MIM
278
Midwest Investment Management
Ohio
$4.24M -$77.3K -960 -2%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$4.22M -$25.3K -314 -0.6%
BWFA
280
Baltimore-Washington Financial Advisors
Maryland
$4.21M -$158K -1,957 -4%
MOACM
281
Mutual of America Capital Management
New York
$4.18M -$216K -2,684 -5%
TNBTD
282
Trustmark National Bank Trust Department
Mississippi
$4.18M +$3.06M +37,984 +274%
WAM
283
World Asset Management
Michigan
$4.14M -$104K -1,290 -2%
BG
284
Bollard Group
Massachusetts
$4.05M +$30.8K +383 +0.8%
RC
285
RBF Capital
California
$4.03M – – –
FNBOMD
286
First National Bank of Mount Dora
Florida
$3.98M +$406K +5,035 +11%
Two Sigma Investments
287
Two Sigma Investments
New York
$3.95M +$3.38M +41,931 +592%
RBA
288
Richard Bernstein Advisors
New York
$3.91M – – –
BCM
289
BlueCrest Capital Management
Jersey
$3.86M +$3.08M +38,252 +395%
FNBOO
290
First National Bank of Omaha
Nebraska
$3.84M -$83.9K -1,042 -2%
SC
291
SouthState Corp
Florida
$3.84M -$12K -149 -0.3%
DnB Asset Management
292
DnB Asset Management
Norway
$3.84M +$188K +2,330 +5%
NMERB
293
New Mexico Educational Retirement Board
New Mexico
$3.81M -$580K -7,200 -13%
BIM
294
Bridgecreek Investment Management
Oklahoma
$3.75M +$304K +3,775 +9%
BCP
295
Blue Chip Partners
Michigan
$3.74M +$16.6K +206 +0.4%
WC
296
Whitney & Co
New York
$3.69M +$226K +2,800 +7%
NCM
297
Numina Capital Management
New York
$3.62M +$3.62M +44,995 New
CCG
298
Cypress Capital Group
Florida
$3.61M +$93K +1,155 +3%
OC
299
Oppenheimer & Co
New York
$3.57M +$346K +4,299 +11%
NMIMC
300
Northwestern Mutual Investment Management Company
Wisconsin
$3.54M +$2.1M +26,122 +146%
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