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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
$739M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.5B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$125M
5
NSLI
Nan Shan Life Insurance
Taiwan
$149M

Top Sellers

1
IAM
Iridian Asset Management
Connecticut
$82.9M
2
Boston Partners
Boston Partners
Massachusetts
$626M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$115M
4
Wells Fargo
Wells Fargo
California
$636M
5
RCM
Riverhead Capital Management
Delaware
$758K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
951
Argentus Capital Management
Texas
$127K +$19.1K +237 +18%
BC
952
Bartlett & Co
Ohio
$125K – – –
FMP
953
Financial Management Professionals
Texas
$125K – – –
JCM
954
Jacobi Capital Management
Pennsylvania
$124K +$160 +2 +0.1%
IA
955
IndexIQ Advisors
New York
$122K +$65.3K +809 +115%
TCIM
956
TIAA CREF Investment Management
New York
$121K +$198 +2,458 +0.2%
CCM
957
Cribstone Capital Management
Maine
$114K – – –
EWM
958
Endurance Wealth Management
Rhode Island
$112K – – –
CGT
959
Capital Guardian Trust
California
$106K +$20.2K +250 +23%
M
960
MOTCO
Texas
$103K – – –
FHA
961
First Horizon Advisors
Tennessee
$98K -$32.6K -409 -25%
SAMC
962
Shinko Asset Management Company
Japan
$98K – – –
AA
963
Apriem Advisors
California
$97K +$96.6K +1,200 +24,000%
RFA
964
Reilly Financial Advisors
California
$95K -$6.16K -76 -6%
MA
965
MCF Advisors
Kentucky
$95K – – –
CCMW
966
Cypress Capital Management (Wyoming)
Wyoming
$94.6K +$6.04K +75 +7%
VCM
967
Versant Capital Management
Arizona
$94K +$1.36K +17 +1%
GAM
968
Gemmer Asset Management
California
$94K +$2.81K +35 +3%
VCM
969
Vigilant Capital Management
Maine
$91K -$2.26K -28 -2%
DIA
970
Davidson Investment Advisors
Montana
$91K – – –
AIM
971
Arcadia Investment Management
Michigan
$91K – – –
ACS
972
Archford Capital Strategies
Illinois
$90K – – –
CG
973
Cutler Group
California
$89K -$147K -1,851 -62%
ACM
974
Americafirst Capital Management
California
$88.5K – – –
KTC
975
Kistler-Tiffany Companies
Pennsylvania
$87K – – –
37 38
39
40 41