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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 %
BAM
826
Berkshire Asset Management
Pennsylvania
$293K -$22.5K -280 -7%
PAS
827
Partnervest Advisory Services
California
$291K +$44.2K +550 +18%
CPIG
828
Chicago Partners Investment Group
Illinois
$289K +$275K +3,410 +1,971%
BBA
829
BLB&B Advisors
Pennsylvania
$286K +$10.1K +125 +4%
CC
830
Cadinha & Co
Hawaii
$285K +$22.6K +280 +9%
FSA
831
Franklin Street Advisors
North Carolina
$284K – – –
SG
832
Somerset Group
Minnesota
$284K +$10.1K +125 +4%
BSW
833
Buckingham Strategic Wealth
Missouri
$283K -$1.77K -22 -0.6%
SCA
834
STALEY CAPITAL ADVISERS
Pennsylvania
$282K – – –
ATC
835
Argent Trust Co
Tennessee
$282K +$18.1K +225 +7%
BCM
836
Bienville Capital Management
New York
$279K – – –
CIA
837
Capital Investment Advisors
Georgia
$279K +$81 +1 +0%
GLRA
838
Gerald L. Ray & Associates
Texas
$276K -$8.78K -109 -3%
ARMT
839
Amica Retiree Medical Trust
Rhode Island
$275K +$53.7K +665 +24%
NFG
840
Nations Financial Group
Iowa
$274K -$29.6K -368 -10%
EDRIA
841
Edmonds Duncan Registered Investment Advisors
Kansas
$274K – – –
ZB
842
Zions Bancorporation
Utah
$272K +$3.52K +44 +1%
WRM
843
Westport Resources Management
Connecticut
$271K -$684K -8,482 -72%
AFP
844
Ausdal Financial Partners
Iowa
$271K +$271K +3,365 New
FWP
845
FAS Wealth Partners
Kansas
$270K -$40K -497 -13%
SWK
846
Stephen W. Kidder
$267K -$16.3K -202 -6%
NIMI
847
Natixis Investment Managers International
France
$267K – – –
AIM
848
Allen Investment Management
New York
$267K – – –
HPBT
849
High Point Bank & Trust
North Carolina
$266K – – –
CCM
850
Canal Capital Management
Virginia
$266K +$2.01K +25 +0.8%
32 33
34
35 36