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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 %
BAS
601
Brown Advisory Securities
Maryland
$811K +$189K +2,354 +30%
CCM
602
Corsair Capital Management
New York
$801K -$487K -6,042 -38%
AAM
603
AR Asset Management
California
$793K – – –
BWM
604
BerganKDV Wealth Management
Minnesota
$793K +$57.7K +716 +8%
GA
605
Geneva Advisors
Illinois
$792K -$175K -2,172 -18%
GIA
606
GHP Investment Advisors
Colorado
$790K – – –
FTC
607
Farmers Trust Company
Ohio
$779K -$4.51K -56 -0.6%
WIC
608
Wilkins Investment Counsel
Massachusetts
$777K – – –
CM
609
Castleark Management
Illinois
$774K – – –
DIA
610
Denver Investment Advisors
Colorado
$772K +$33K +410 +4%
PAM
611
Palisade Asset Management
Minnesota
$769K – – –
BSWMG
612
Barrington Strategic Wealth Management Group
Illinois
$765K -$38.9K -483 -5%
Bank of Nova Scotia
613
Bank of Nova Scotia
Ontario, Canada
$761K +$4.84K +60 +0.6%
RCM
614
Riverhead Capital Management
Delaware
$758K -$54.4M -675,226 -99%
WG
615
Welch Group
Alabama
$757K +$757K +9,400 New
GKWIM
616
Gerber Kawasaki Wealth & Investment Management
California
$752K -$337K -4,180 -31%
BA
617
BKS Advisors
Michigan
$740K -$105K -1,300 -12%
Luther King Capital Management (LKCM)
618
Luther King Capital Management (LKCM)
Texas
$740K +$49.1K +610 +7%
SLG
619
Stanley-Laman Group
Pennsylvania
$734K -$180K -2,229 -20%
BC
620
Burney Company
Virginia
$732K +$195K +2,401 +36%
FNBT
621
FineMark National Bank & Trust
Florida
$724K -$363K -4,506 -33%
TU
622
TDAM USA
Ontario, Canada
$724K -$7.49K -93 -1%
Nomura Holdings
623
Nomura Holdings
Japan
$723K +$723K +9,000 New
HIM
624
Hermes Investment Management
United Kingdom
$720K -$121K -1,500 -14%
WAM
625
Weatherly Asset Management
California
$713K -$2.01K -25 -0.3%
23 24
25
26 27