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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 %
HTC
751
Haverford Trust Company
Pennsylvania
$400K -$484 -6 -0.1%
LBC
752
Lowe Brockenbrough & Co
Virginia
$400K +$60.5K +750 +18%
BCM
753
BTR Capital Management
California
$399K -$491K -6,092 -55%
FB
754
Fulton Bank
Pennsylvania
$399K -$57K -706 -12%
GT
755
Greenleaf Trust
Michigan
$398K +$90.2K +1,120 +29%
ARMC
756
American Research & Management Company
Massachusetts
$397K +$24.9K +310 +7%
BJL
757
Brighton Jones LLC
Washington
$397K -$6.53K -81 -2%
WI
758
Wedgewood Investors
Pennsylvania
$396K – – –
BEC
759
Blue Edge Capital
Virginia
$396K +$564 +7 +0.1%
GG
760
Gofen & Glossberg
Illinois
$387K -$1.21K -15 -0.3%
SCA
761
Snowden Capital Advisors
New York
$380K +$8.06K +100 +2%
HCM
762
Howland Capital Management
Massachusetts
$380K +$22.7K +282 +6%
AWE
763
Avidian Wealth Enterprises
Texas
$378K – – –
JGUA
764
John G. Ullman & Associates
New York
$376K +$376K +4,665 New
MAM
765
Mizuho Asset Management
Japan
$374K -$127K -1,574 -25%
PIA
766
Peachtree Investment Advisors
Georgia
$374K -$36.2K -450 -9%
MMG
767
Monetary Management Group
Missouri
$369K – – –
WOC
768
West Oak Capital
California
$368K – – –
FIB
769
First Interstate Bank
Montana
$367K -$8.05K -100 -2%
MFW
770
Mosaic Family Wealth
Missouri
$367K +$94.9K +1,177 +35%
KIA
771
KCM Investment Advisors
California
$365K +$4.27K +53 +1%
AB
772
Atlas Brown
Kentucky
$362K – – –
CCM
773
Chilton Capital Management
Texas
$362K +$11.4K +141 +3%
BPCA
774
Bank Pictet & Cie (Asia)
Singapore
$362K +$121K +1,500 +50%
HCMT
775
Highland Capital Management (Texas)
Texas
$362K +$362K +4,500 New
29 30
31
32 33