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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 %
Fisher Asset Management
676
Fisher Asset Management
Washington
$564K -$36.9K -458 -6%
KPF
677
K2 Principal Fund
Ontario, Canada
$564K – – –
SC
678
Searle & Co
Connecticut
$563K +$563K +7,058 New
BFG
679
Beacon Financial Group
Texas
$559K -$127K -1,599 -18%
CFG
680
Citizens Financial Group
Rhode Island
$553K – – –
CB
681
Community Bank
New York
$551K – – –
LW
682
Linscomb Wealth
Texas
$539K +$72.7K +902 +16%
FIM
683
Fruth Investment Management
Texas
$538K -$20.1K -250 -4%
FCH
684
Freestone Capital Holdings
Washington
$533K -$1.29K -16 -0.2%
CBB
685
Citizens Business Bank
California
$532K – – –
TSS
686
Two Sigma Securities
New York
$528K +$528K +6,560 New
PRS
687
Pinkerton Retirement Specialists
Idaho
$518K +$487K +4,332 +1,581%
RFS
688
Rockefeller Financial Services
New York
$517K -$11.3K -140 -2%
WSFS
689
Wilmington Savings Fund Society
Delaware
$517K -$2.02K -25 -0.4%
NIM
690
Northeast Investment Management
Massachusetts
$516K -$273K -3,388 -35%
SC
691
Savant Capital
Illinois
$515K -$9.67K -120 -2%
MYLI
692
Meiji Yasuda Life Insurance
Japan
$514K -$62K -770 -11%
OA
693
Oxbow Advisors
Texas
$511K +$242 +3 +0%
MRCM
694
M&R Capital Management
New Jersey
$511K +$37.1K +461 +8%
TIP
695
Torray Investment Partners
Maryland
$509K +$28.2K +350 +6%
Fiera Capital (Canada)
696
Fiera Capital (Canada)
Quebec, Canada
$508K – – –
GXMC
697
Global X Management Company
New York
$501K +$414K +5,131 +473%
AIM
698
Anchor Investment Management
South Carolina
$501K -$8.54K -106 -2%
MCM
699
MAI Capital Management
Ohio
$500K -$51.4K -638 -9%
WAM
700
Wealthspire Advisors (Maryland)
Maryland
$500K -$1.05K -13 -0.2%
26 27
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