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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 %
MIM
426
Marco Investment Management
Georgia
$1.85M -$51.2K -636 -3%
TCM
427
Tradition Capital Management
New Jersey
$1.83M -$171K -2,119 -9%
CIA
428
Covington Investment Advisors
Pennsylvania
$1.82M -$45.1K -560 -2%
Canada Pension Plan Investment Board
429
Canada Pension Plan Investment Board
Ontario, Canada
$1.81M -$32.5K -403 -2%
NSEDCP
430
NJ State Employees Deferred Compensation Plan
New Jersey
$1.81M – – –
AIP
431
Ameritas Investment Partners
Nebraska
$1.79M +$997K +12,377 +126%
APFBOT
432
Amica Pension Fund Board of Trustees
Rhode Island
$1.78M +$348K +4,318 +24%
DC
433
Davenport & Co
Virginia
$1.77M +$585K +7,263 +49%
EWA
434
Exencial Wealth Advisors
Oklahoma
$1.77M +$2.6K +32 +0.1%
BPM
435
Bowling Portfolio Management
Ohio
$1.76M -$34.1K -424 -2%
WA
436
Wheatland Advisors
Pennsylvania
$1.76M +$81 +1 +0%
OWD
437
Osborn Williams & Donohoe
Ohio
$1.76M -$18.2K -226 -1%
SFI
438
SPC Financial Inc
Maryland
$1.75M -$1.01M -12,555 -37%
HFS
439
HL Financial Services
Kentucky
$1.75M -$104K -1,293 -6%
CAM
440
Carret Asset Management
New York
$1.75M -$52.3K -650 -3%
DVM
441
Dreman Value Management
Florida
$1.74M -$45.6K -566 -3%
CIM
442
CenturyLink Investment Management
Colorado
$1.73M – – –
AL
443
Agran Libbie
California
$1.72M -$5.8K -72 -0.3%
VKH
444
Virtu KCG Holdings
New York
$1.72M -$268K -3,327 -13%
CPIM
445
Columbia Partners Investment Management
Virginia
$1.72M +$685K +8,507 +66%
AB
446
Amalgamated Bank
New York
$1.71M -$22K -273 -1%
FBT
447
First Bankers Trust
Kentucky
$1.69M – – –
TCM
448
Twin Capital Management
Pennsylvania
$1.68M -$126K -1,560 -7%
SEC
449
Seven Eight Capital
New York
$1.68M +$1.64M +20,400 +4,113%
BIC
450
Beach Investment Counsel
Pennsylvania
$1.66M -$81 -1 -0%
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