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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 %
HT
501
HAP Trading
New York
$1.32M +$259K +3,214 +24%
FT
502
Fiduciary Trust
Massachusetts
$1.32M -$139K -1,732 -10%
CPO
503
Cerity Partners OCIO
New York
$1.32M +$35.6K +442 +3%
AL
504
Airain Ltd
Guernsey
$1.31M +$1.31M +16,209 New
SBA
505
Seven Bridges Advisors
New York
$1.29M -$140K -1,738 -10%
RFWA
506
RPg Family Wealth Advisory
Massachusetts
$1.29M +$677K +8,400 +110%
HVIA
507
Hudson Valley Investment Advisors
New York
$1.29M +$6.77K +84 +0.5%
HFM
508
Hartford Financial Management
Connecticut
$1.28M -$12.1K -150 -0.9%
CIBC World Market
509
CIBC World Market
Ontario, Canada
$1.28M -$5.27M -65,372 -80%
PNC
510
Park National Corp
Ohio
$1.28M -$71.8K -891 -5%
LCM
511
Leisure Capital Management
California
$1.27M +$15.1K +187 +1%
ZCM
512
Zebra Capital Management
Connecticut
$1.26M +$185K +2,292 +17%
NSIM
513
North Star Investment Management
Illinois
$1.24M +$81 +1 +0%
CVM
514
Cheviot Value Management
California
$1.24M +$4.75K +59 +0.4%
Toronto Dominion Bank
515
Toronto Dominion Bank
Ontario, Canada
$1.23M +$856K +10,617 +230%
SIMM
516
Stillwater Investment Management (Minnesota)
Minnesota
$1.23M +$35.3K +438 +3%
MCM
517
Marathon Capital Management
Maryland
$1.23M +$321K +3,985 +35%
CFA
518
Carroll Financial Associates
North Carolina
$1.22M +$24.4K +303 +2%
FM
519
Forward Management
California
$1.22M -$206K -2,558 -14%
SLI
520
Sumitomo Life Insurance
Japan
$1.22M -$1.02M -12,704 -46%
Thrivent Financial for Lutherans
521
Thrivent Financial for Lutherans
Minnesota
$1.21M +$2.01K +25 +0.2%
TIA
522
Trust Investment Advisors
Indiana
$1.21M +$36.2K +450 +3%
WA1
523
Wimmer Associates 1
California
$1.21M -$6.61K -82 -0.5%
HIH
524
HRS Investment Holdings
New York
$1.21M -$604K -7,500 -33%
VanEck Associates
525
VanEck Associates
New York
$1.21M +$80.3K +997 +7%
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