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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 %
WJA
876
Williams Jones & Associates
New York
$241K – – –
WPW
877
Waldron Private Wealth
Pennsylvania
$238K -$17.2K -213 -7%
TWA
878
TCI Wealth Advisors
Arizona
$238K -$12.1K -150 -5%
SHCM
879
Stokes & Hubbell Capital Management
Louisiana
$238K +$5.81K +72 +3%
WT
880
Washington Trust
Rhode Island
$238K +$27.6K +343 +13%
CWM
881
Cabot Wealth Management
Massachusetts
$235K – – –
Lido Advisors
882
Lido Advisors
California
$234K -$139K -1,719 -37%
NL
883
NWAM LLC
Washington
$234K -$26.3K -327 -10%
DAC
884
Dividend Assets Capital
South Carolina
$234K +$234K +2,905 New
FNBSF
885
First National Bank Sioux Falls
South Dakota
$233K +$174K +2,162 +296%
BFM
886
Boothbay Fund Management
New York
$233K +$233K +2,892 New
MAM
887
Martingale Asset Management
Massachusetts
$230K -$141K -1,742 -38%
KFC
888
Klingenstein Fields & Co
New York
$230K – – –
MTC
889
McDaniel Terry & Co
Texas
$229K – – –
MWP
890
Moller Wealth Partners
$228K – – –
ACM
891
Argent Capital Management
Missouri
$228K – – –
AI
892
Atria Investments
North Carolina
$226K +$226K +2,807 New
WA
893
WFG Advisors
Texas
$225K +$7.08K +88 +3%
CC
894
Cognios Capital
Kansas
$222K +$803 +10 +0.4%
DI
895
Diligent Investors
California
$221K – – –
HIC
896
Holderness Investments Company
North Carolina
$218K – – –
CAW
897
Cornerstone Advisors (Washington)
Washington
$218K +$111K +1,375 +104%
SPWA
898
SteelBridge Private Wealth Advisors
Florida
$218K +$218K +2,712 New
WI
899
Wintrust Investments
Illinois
$217K +$5.56K +69 +3%
SCA
900
Salient Capital Advisors
Texas
$217K +$5.87K +73 +3%
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