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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 %
ST
526
Somerset Trust
Pennsylvania
$1.2M -$1.08M -13,449 -47%
FAAS
527
First Allied Advisory Services
California
$1.2M +$20.5K +254 +2%
CSIC
528
Clifford Swan Investment Counsel
California
$1.19M +$3.22K +40 +0.3%
CWM
529
Concert Wealth Management
California
$1.19M +$98.7K +1,225 +9%
BHWM
530
Bar Harbor Wealth Management
New Hampshire
$1.18M +$19.3K +240 +2%
OMCS
531
Old Mutual Customised Solutions
South Africa
$1.17M -$290K -3,600 -20%
ICOA
532
Investment Centers of America
North Dakota
$1.15M +$447K +5,588 +64%
BCCM
533
Bridge Creek Capital Management
Massachusetts
$1.14M +$39.2K +487 +4%
Macquarie Group
534
Macquarie Group
Australia
$1.13M -$1.26M -15,650 -53%
DA
535
Denali Advisors
California
$1.13M +$2.58K +32 +0.2%
SACTSONJ
536
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.13M – – –
CA
537
Cornerstone Advisors
North Carolina
$1.13M – – –
CAI
538
Capital Advisors Inc
Oklahoma
$1.11M +$3.3K +41 +0.3%
CT
539
Cambridge Trust
Massachusetts
$1.11M +$2.17K +27 +0.2%
LNC
540
Lincoln National Corp
Pennsylvania
$1.11M +$49K +608 +5%
SPC
541
Sigma Planning Corp
Michigan
$1.09M +$158K +1,965 +17%
ECM
542
Everence Capital Management
Indiana
$1.09M -$788K -9,780 -42%
FM
543
Foster & Motley
Ohio
$1.08M -$82.8K -1,028 -7%
AIM
544
Assured Investment Management
New York
$1.06M -$12.8K -159 -1%
BFA
545
Bragg Financial Advisors
North Carolina
$1.05M -$6.44K -80 -0.6%
CCT
546
Chemung Canal Trust
New York
$1.04M -$33.5K -416 -3%
SFG
547
SevenBridge Financial Group
Pennsylvania
$1.03M -$920K -11,624 -47%
FNBTCON
548
First National Bank & Trust Co of Newtown
Pennsylvania
$1.02M -$4.03K -50 -0.4%
WF
549
Welch & Forbes
Massachusetts
$1.02M +$13.3K +165 +1%
AT
550
Arden Trust
Delaware
$1.01M -$1.11M -13,802 -53%
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