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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 %
ATC
551
Adirondack Trust Company
New York
$1.01M +$18.4K +228 +2%
MYAM
552
Meiji Yasuda Asset Management
Japan
$1M +$115K +1,430 +13%
CL
553
CSS LLC
Illinois
$1M +$870K +10,800 +668%
TCA
554
Tortoise Capital Advisors
Kansas
$991K -$253K -3,142 -20%
CCM
555
CrestPoint Capital Management
Missouri
$991K +$435K +5,400 +78%
AMIM
556
Aull & Monroe Investment Management
Alabama
$985K – – –
SC
557
Scotia Capital
Ontario, Canada
$984K -$251K -3,114 -20%
MSV
558
MN Services Vermogensbeheer
Netherlands
$981K +$9.19K +114 +0.9%
CM
559
CoreCommodity Management
Connecticut
$975K -$15.6K -194 -2%
WS
560
Wedbush Securities
California
$974K +$147K +1,828 +18%
IH
561
IFC Holdings
Florida
$969K +$598K +7,437 +161%
VFA
562
Voya Financial Advisors
Connecticut
$967K +$10.9K +137 +1%
Pacer Advisors
563
Pacer Advisors
Pennsylvania
$964K -$4.35K -54 -0.4%
TW
564
Transform Wealth
Colorado
$964K +$31.4K +390 +3%
NFC
565
Northeast Financial Consultants
Connecticut
$960K – – –
CC
566
Cannell & Co
New York
$955K +$8.05K +100 +0.9%
TBA
567
Tower Bridge Advisors
Pennsylvania
$954K – – –
Federated Hermes
568
Federated Hermes
Pennsylvania
$950K -$16.5M -204,572 -95%
CFMC
569
Curbstone Financial Management Corp
New Hampshire
$943K +$270K +3,350 +40%
LIC
570
Lodestar Investment Counsel
Illinois
$938K -$20.3K -252 -2%
TMAM
571
Tokio Marine Asset Management
Japan
$930K -$183K -2,269 -16%
OAC
572
OMERS Administration Corp
Ontario, Canada
$926K +$926K +11,500 New
MCM
573
Manchester Capital Management
Vermont
$924K – – –
Daiwa Securities Group
574
Daiwa Securities Group
Japan
$918K – – –
QI
575
QS Investors
New York
$915K -$1.24M -15,443 -58%
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