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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 %
BIA
326
Biondo Investment Advisors
Pennsylvania
$3.17M +$34.5K +428 +1%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$3.15M -$273K -3,387 -8%
HCMT
328
Highland Capital Management (Tennessee)
Tennessee
$3.12M +$16.1K +200 +0.5%
SWM
329
SVA Wealth Management
Wisconsin
$3.07M +$2.86M +35,471 +1,351%
FG
330
Fiduciary Group
Georgia
$3.06M -$37.9K -471 -1%
VFA
331
Virtus Fund Advisers
Connecticut
$3.05M -$62.4K -775 -2%
PCM
332
Parsons Capital Management
Rhode Island
$3.05M -$28.2K -350 -0.9%
QT
333
Quantbot Technologies
New York
$3.05M +$1.46M +18,189 +93%
AAC
334
Asset Advisors Corp
Georgia
$3M +$72.5K +900 +2%
SAM
335
Shell Asset Management
Netherlands
$3M -$1.65M -20,445 -35%
CEP
336
Chicago Equity Partners
Illinois
$2.98M -$1.16M -14,402 -28%
GWM
337
Geneos Wealth Management
Colorado
$2.98M -$101K -1,250 -3%
PIM
338
Penobscot Investment Management
Massachusetts
$2.97M +$248K +3,080 +9%
ECM
339
ETrade Capital Management
Virginia
$2.95M +$174K +2,160 +6%
BOH
340
Bank of Hawaii
Hawaii
$2.94M -$19K -236 -0.6%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$2.92M -$53.7K -667 -2%
CCT
342
Country Club Trust
Missouri
$2.88M -$25.5K -316 -0.9%
ACN
343
Advisor Consultant Network
Ohio
$2.88M +$2.88M +35,693 New
SOAMC
344
Spirit of America Management Corp
New York
$2.87M – – –
SIM
345
Sentry Investment Management
Wisconsin
$2.86M -$48.8K -606 -2%
DY
346
Dowling & Yahnke
California
$2.86M +$38.9K +483 +1%
DL
347
Delta Lloyd
Netherlands
$2.84M +$356K +4,425 +14%
UB
348
UMB Bank
Missouri
$2.82M +$47.1K +585 +2%
NC
349
Northpointe Capital
Michigan
$2.78M +$119K +1,481 +4%
HPIA
350
Hamilton Point Investment Advisors
North Carolina
$2.76M +$69.2K +859 +3%
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