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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 %
IA
351
IFP Advisors
Florida
$2.67M +$274K +3,406 +11%
AOWM
352
Alpha Omega Wealth Management
Virginia
$2.66M +$135K +1,670 +5%
LIM
353
Leavell Investment Management
Alabama
$2.66M -$304K -3,775 -10%
SIP
354
Stoneridge Investment Partners
Pennsylvania
$2.65M -$228K -2,831 -8%
TG
355
TCW Group
California
$2.65M -$385K -4,775 -13%
FMBTD
356
First Midwest Bank Trust Division
Illinois
$2.64M -$6.61K -82 -0.2%
LGC
357
Laurel Grove Capital
California
$2.63M +$1.47M +18,275 +127%
CIC
358
Canal Insurance Company
South Carolina
$2.62M – – –
AF
359
Arrow Financial
New York
$2.61M +$80.9K +1,005 +3%
GAM
360
Garrison Asset Management
Arkansas
$2.61M +$44.5K +552 +2%
AHC
361
Adell Harriman & Carpenter
Texas
$2.61M -$269K -3,342 -9%
LS
362
Livforsakringsbolaget Skandia
Sweden
$2.57M +$129K +3,253 +5%
Capital Fund Management (CFM)
363
Capital Fund Management (CFM)
France
$2.55M +$463K +5,753 +22%
XK
364
Xact Kapitalforvaltning
Sweden
$2.54M +$2.54M +31,473 New
BCMO
365
Buckingham Capital Management (Ohio)
Ohio
$2.53M +$157K +1,950 +7%
Robeco Institutional Asset Management
366
Robeco Institutional Asset Management
Netherlands
$2.52M -$3.57M -44,295 -59%
SA
367
Strategic Advisors
New York
$2.52M +$86.7K +1,077 +4%
FPTW
368
Franklin, Parlapiano, Turner & Welch
Texas
$2.5M +$28.3K +351 +1%
EHC
369
Everett Harris & Co
California
$2.49M -$35K -435 -1%
NFA
370
Nuveen Fund Advisors
Illinois
$2.49M -$213K -2,650 -8%
NRS
371
Neville Rodie & Shaw
New York
$2.48M – – –
ANRF
372
Adams Natural Resources Fund
Maryland
$2.47M – – –
DAM
373
Doheny Asset Management
California
$2.44M -$6.44K -80 -0.3%
SFS
374
Strategic Financial Services
New York
$2.44M +$14K +174 +0.6%
AMI
375
Amica Mutual Insurance
Rhode Island
$2.44M +$510K +6,328 +26%
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