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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 %
Twin Tree Management
926
Twin Tree Management
Texas
$187K -$670K -8,340 -78%
CFN
927
Cordasco Financial Network
Florida
$175K – – –
OSAM
928
O'Shaughnessy Asset Management
Connecticut
$171K -$29.1K -360 -15%
FANJ
929
Financial Architects (New Jersey)
New Jersey
$171K +$8.95K +111 +6%
HI
930
Hudock Inc
Pennsylvania
$167K -$12K -149 -7%
SWA
931
Sutton Wealth Advisors
Florida
$167K +$10.9K +135 +7%
DSI
932
Daiwa SB Investments
Japan
$166K -$27.4K -340 -14%
JWM
933
Jacobus Wealth Management
Wisconsin
$165K +$165K +2,045 New
SC
934
SRB Corp
Massachusetts
$163K +$17.4K +216 +12%
ADL
935
Asset Dedication LLC
California
$163K +$28.3K +350 +21%
SIG
936
Schooner Investment Group
Pennsylvania
$161K – – –
WTB
937
Washington Trust Bank
Washington
$155K -$13.7K -170 -8%
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K -$4.75K -59 -3%
TCOV
939
Trust Company of Vermont
Vermont
$153K -$2.01K -25 -1%
QCG
940
Quadrant Capital Group
Ohio
$153K +$1.76K +23 +1%
BC
941
Barnett & Company
Tennessee
$151K – – –
LNB
942
Ledyard National Bank
$151K +$16.1K +200 +12%
RWA
943
Ropes Wealth Advisors
Massachusetts
$142K -$3.45K -43 -2%
GLI
944
Guardian Life Insurance
New York
$141K – – –
BAM
945
Barrett Asset Management
New York
$138K – – –
BAM
946
Bruderman Asset Management
New York
$137K -$12.1K -150 -8%
DPA
947
Delphi Private Advisors
California
$137K -$6.28K -78 -4%
WA
948
Winfield Associates
Ohio
$133K +$2.01K +25 +2%
HSA
949
Hussman Strategic Advisors
Maryland
$129K -$4.03M -50,000 -97%
WP
950
WealthPLAN Partners
Nebraska
$128K +$16.3K +204 +15%
36 37
38
39 40