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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 %
AFWA
376
Ancora Family Wealth Advisors
Ohio
$2.39M +$13.8K +171 +0.6%
LMGAM
377
Liberty Mutual Group Asset Management
Massachusetts
$2.38M -$182K -2,256 -7%
PGIM
378
Pacific Global Investment Management
California
$2.36M +$226K +2,806 +11%
ClearBridge Investments
379
ClearBridge Investments
New York
$2.36M +$534K +6,630 +29%
BPC
380
Banque Pictet & Cie
Switzerland
$2.34M +$644K +8,000 +38%
SI
381
Stephens Inc
Arkansas
$2.32M +$208K +2,583 +10%
AAM
382
Advisors Asset Management
Colorado
$2.3M +$705K +8,748 +44%
RC
383
Roundview Capital
New Jersey
$2.28M +$272K +3,380 +14%
LSERS
384
Louisiana State Employees Retirement System
Louisiana
$2.28M -$193K -2,400 -8%
CB
385
Chemical Bank
Michigan
$2.28M -$1.06M -13,213 -32%
PP
386
Patten & Patten
Tennessee
$2.24M -$673K -8,351 -23%
AF
387
Aldebaran Financial
$2.22M -$24K -298 -1%
PAG
388
Private Advisor Group
New Jersey
$2.22M -$102K -1,272 -4%
GI
389
GAMCO Investors
Connecticut
$2.21M +$125K +1,550 +6%
RG
390
Renaissance Group
Kentucky
$2.2M +$23.6K +293 +1%
1GA
391
1st Global Advisors
Texas
$2.2M -$8.3K -103 -0.4%
PP
392
Palladium Partners
Virginia
$2.16M +$61.5K +764 +3%
ATIA
393
American Trust Investment Advisors
New Hampshire
$2.15M -$132K -1,642 -6%
MC
394
Mathes Company
New York
$2.15M -$246K -3,055 -10%
RG
395
Rikoon Group
New Mexico
$2.13M +$2.13M +26,496 New
PA
396
Profund Advisors
Maryland
$2.13M -$794K -9,853 -27%
IB
397
Intrust Bank
Kansas
$2.13M -$106K -1,320 -5%
Fidelity International
398
Fidelity International
Bermuda
$2.12M – – –
DP
399
Dearborn Partners
Illinois
$2.1M -$77.3K -959 -4%
GL
400
GLG LLC
New York
$2.05M -$189K -2,346 -8%
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