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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 %
CWM
701
Cornerstone Wealth Management
Missouri
$499K +$499K +6,254 New
Citadel Advisors
702
Citadel Advisors
Florida
$497K -$73.4K -911 -13%
DWA
703
Douglass Winthrop Advisors
New York
$495K +$25.6K +318 +5%
PLFAM
704
Pineno Levin & Ford Asset Management
Virginia
$493K +$12.1K +150 +3%
GF
705
Gerstein Fisher
New York
$492K -$25.4K -315 -5%
AZA
706
Arthur Zaske & Associates
Michigan
$491K +$491K +6,090 New
1SB
707
1ST Source Bank
Indiana
$488K -$6.44K -80 -1%
NG
708
NatWest Group
United Kingdom
$485K +$485K +6,020 New
GF
709
Goodman Financial
Texas
$483K – – –
CIC
710
Crawford Investment Counsel
Georgia
$479K +$37.3K +463 +8%
ACM
711
Azimuth Capital Management
Michigan
$478K +$43.9K +545 +10%
REMPR
712
Roof Eidam Maycock Peralta (REMP)
California
$476K – – –
BAAM
713
Baker Avenue Asset Management
California
$473K +$473K +5,870 New
PWP
714
Private Wealth Partners
California
$471K -$12.1K -150 -2%
WT
715
Whittier Trust
California
$465K -$3.46K -43 -0.7%
CAM
716
Cypress Asset Management
Texas
$463K +$34.3K +426 +8%
IG
717
ING Group
Netherlands
$462K +$118K +1,489 +34%
QSS
718
Quantitative Systematic Strategies
Florida
$461K -$248K -3,123 -35%
BIM
719
Baldwin Investment Management
Pennsylvania
$459K -$12.1K -150 -3%
NPC
720
National Planning Corporation
California
$456K +$56.2K +703 +14%
WTC
721
WhitTier Trust Company
Nevada
$454K -$62.1K -771 -12%
PCM
722
Pointe Capital Management
Michigan
$453K -$20.2K -250 -4%
RB
723
Rodgers Brothers
Pennsylvania
$448K +$36.3K +450 +9%
TCM
724
Tributary Capital Management
Nebraska
$443K -$40.3K -500 -8%
NERM
725
New England Research & Management
Illinois
$443K +$24.2K +300 +6%
27 28
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