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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.

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
1
Wellington Management Group
Massachusetts
$739M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$6.5B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$125M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$149M

Top Sellers

1
IAM
1
Iridian Asset Management
Connecticut
$82.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$626M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$115M
4
Wells Fargo
4
Wells Fargo
California
$636M
5
RCM
5
Riverhead Capital Management
Delaware
$758K
Name Market Value Shares Shares
Change 		Shares
Change %
HFA
51
Harvest Fund Advisors
Pennsylvania
$81.6M 1,013,106 +42,354 +4%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$79.9M 991,954 +8,300 +0.8%
CS
53
Credit Suisse
Switzerland
$78.9M 980,071 +1,537 +0.2%
Barclays
54
Barclays
United Kingdom
$78.1M 968,992 +160,780 +20%
M&T Bank
55
M&T Bank
New York
$72M 893,260 -6,548 -0.7%
Invesco
56
Invesco
Georgia
$71.9M 892,670 +10,178 +1%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$69.4M 861,834 -262,747 -23%
AllianceBernstein
58
AllianceBernstein
Tennessee
$67.6M 838,674 -15,263 -2%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$67.2M 833,648 -7,172 -0.9%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$66.8M 829,841 -102,427 -11%
First Trust Advisors
61
First Trust Advisors
Illinois
$66.4M 823,781 +170,229 +26%
MTB
62
Mizuho Trust & Banking
Japan
$63.4M 786,594 -1,739 -0.2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$61.3M 760,928 +9,759 +1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$60.9M 755,504 -10,812 -1%
PI
65
PGGM Investments
Netherlands
$60.5M 751,276 +18,929 +3%
EVM
66
Eaton Vance Management
Massachusetts
$58.3M 723,346 -11,663 -2%
TA
67
Teachers Advisors
New York
$57.9M 718,418 -52,336 -7%
UBS Group
68
UBS Group
Switzerland
$57.6M 715,312 -198 -0%
BJ
69
BlackRock Japan
Japan
$57.5M 713,741 -2,513 -0.4%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$55.9M 694,295 -38,668 -5%
Ameriprise
71
Ameriprise
Minnesota
$54.9M 681,630 +147,279 +28%
NIMC
72
NWQ Investment Management Company
California
$54.4M 675,458 +139,549 +26%
O
73
OppenheimerFunds
New York
$53M 658,139 -304,440 -32%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$50.8M 630,401 +315,570 +100%
Principal Financial Group
75
Principal Financial Group
Iowa
$50.5M 626,683 -20,898 -3%
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