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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 %
RIL
451
Rothschild Investment LLC
Illinois
$1.65M +$211K +2,626 +15%
MM
452
Midas Management
New York
$1.65M – – –
KCMRT
453
Kemper Corp Master Retirement Trust
Illinois
$1.65M – – –
HIM
454
Harbour Investment Management
Washington
$1.65M -$10.1K -125 -0.6%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$1.65M +$252K +3,125 +18%
CI
456
Conning Inc
Connecticut
$1.64M -$6.44K -80 -0.4%
TCT
457
TIAA CREF Trust
Missouri
$1.64M -$148K -1,840 -8%
NLI
458
Nippon Life Insurance
Japan
$1.63M -$42.3K -525 -3%
CT
459
Coastline Trust
Rhode Island
$1.62M +$25.8K +320 +2%
LPL Financial
460
LPL Financial
California
$1.62M +$741K +9,282 +85%
CT
461
Chicago Trust
Illinois
$1.61M +$321K +3,991 +25%
AIA
462
Allegis Investment Advisors
Idaho
$1.6M +$192K +2,384 +14%
SGA
463
Strategic Global Advisors
California
$1.59M -$1.11K -14 -0.1%
RWA
464
River Wealth Advisors
Pennsylvania
$1.59M -$70.1K -871 -4%
MFS
465
MSI Financial Services
Massachusetts
$1.56M -$2.07M -25,706 -57%
SCM
466
Sterling Capital Management
North Carolina
$1.56M -$276K -3,425 -15%
LWAC
467
Laurel Wealth Advisors (California)
California
$1.55M -$64K -794 -4%
SIM
468
Sonora Investment Management
Arizona
$1.54M -$4.03K -50 -0.3%
FIM
469
Fernwood Investment Management
Massachusetts
$1.54M +$78.5K +975 +5%
Bessemer Group
470
Bessemer Group
New Jersey
$1.53M +$32.7K +406 +2%
SFSIG
471
San Francisco Sentry Investment Group
California
$1.52M -$41.9K -520 -3%
AIA
472
Avalon Investment & Advisory
Texas
$1.52M +$123K +1,528 +9%
SAM
473
Silvercrest Asset Management
New York
$1.52M -$33.8K -420 -2%
GCP
474
GSA Capital Partners
United Kingdom
$1.51M -$495K -6,143 -25%
LIA
475
LS Investment Advisors
Michigan
$1.48M -$66.5K -826 -4%
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