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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 %
KFA
726
Kelleher Financial Advisors
New York
$441K +$4.03K +50 +0.9%
PVWM
727
Point View Wealth Management
New Jersey
$439K -$10.2K -127 -2%
PFSC
728
Peoples Financial Services Corp
Pennsylvania
$436K – – –
PP
729
Paloma Partners
Connecticut
$433K -$9.08M -112,880 -95%
SCM
730
Southport Capital Management
Tennessee
$433K -$39.2K -487 -8%
TRCT
731
Tower Research Capital (TRC)
New York
$432K -$262K -3,254 -38%
DWM
732
Destination Wealth Management
California
$432K +$188K +2,331 +77%
PCMM
733
Private Capital Management (Minnesota)
Minnesota
$431K +$113K +1,400 +35%
SFFS
734
Stonehage Fleming Financial Services
Jersey
$431K +$135K +1,675 +46%
SFA
735
Sequoia Financial Advisors
Ohio
$429K +$18.3K +227 +4%
RMCM
736
Reynders McVeigh Capital Management
Massachusetts
$428K -$17.3K -215 -4%
PI
737
PineBridge Investments
New York
$427K -$8.64M -107,360 -95%
HT
738
HighTower Trust
Texas
$427K +$12.1K +150 +3%
FMWA
739
Forvis Mazars Wealth Advisors
Missouri
$423K +$22K +273 +5%
CCA
740
Checchi Capital Advisers
California
$422K -$30.1K -374 -7%
IFAM
741
Institutional & Family Asset Management
Colorado
$422K – – –
STMM
742
South Texas Money Management
Texas
$419K -$11.3K -140 -3%
BCB
743
Brian C. Broderick
$419K -$2.42K -30 -0.6%
W
744
Wealthfront
California
$418K -$193K -2,400 -32%
CTA
745
Colonial Trust Advisors
South Carolina
$417K +$22.5K +280 +6%
SS
746
Simplicity Solutions
Minnesota
$416K +$13.9K +173 +3%
CIM
747
Corbyn Investment Management
Maryland
$416K +$14.7K +182 +4%
SCM
748
Schnieders Capital Management
California
$413K – – –
UFG
749
United Fire Group
Iowa
$405K – – –
MCA
750
Mercer Capital Advisers
New Jersey
$405K – – –
28 29
30
31 32