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Phillips 66
PSX

Overview Fund Activity

1,045 hedge funds and large institutions have $29.9B invested in Phillips 66 in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 368 increasing their positions, 431 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-24
Holders Change %
-2.25%
% of All Funds
29.21%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
60
Increased
368
Reduced
431
Closed
77
Calls
$507M
Puts
$281M
Net Calls
+$226M
Net Calls Change
+$301M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.72B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$248M
3
Bank of America
3
Bank of America
North Carolina
$259M
4
Morgan Stanley
4
Morgan Stanley
New York
$347M
5
Ameriprise
5
Ameriprise
Minnesota
$143M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$577M
4
State Street
4
State Street
Massachusetts
$1.76B
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
1076
Alpine Global Management
New York
– -$709K -8,806 Closed
CI
1077
Cowen Inc
New York
– -$660K -8,193 Closed
PL
1078
Parkwood LLC
Ohio
– -$615K -7,631 Closed
Rafferty Asset Management
1079
Rafferty Asset Management
New York
– -$543K -6,737 Closed
CS
1080
Comerica Securities
Michigan
– -$529K -6,572 Closed
OAC
1081
OMERS Administration Corp
Ontario, Canada
– -$483K -6,000 Closed
Simplex Trading
1082
Simplex Trading
Illinois
– -$478K -5,940 Closed
HCM
1083
Hollencrest Capital Management
California
– -$476K -5,908 Closed
BUB
1084
BBVA USA Bancshares
Texas
– -$466K -5,784 Closed
MSU
1085
Maple Securities USA
New Jersey
– -$453K -5,625 Closed
HHGA
1086
Halbert Hargrove Global Advisors
California
– -$452K -5,616 Closed
RBC
1087
Ronald Blue & Co
Georgia
– -$375K -4,659 Closed
PAS
1088
Partnervest Advisory Services
California
– -$370K -4,593 Closed
BC
1089
Barnett & Company
Tennessee
– -$365K -4,525 Closed
WJA
1090
Williams Jones & Associates
New York
– -$352K -4,374 Closed
LH
1091
Lebenthal Holdings
New York
– -$318K -3,942 Closed
Two Sigma Advisers
1092
Two Sigma Advisers
New York
– -$293K -3,631 Closed
CICI
1093
Capital Investment Counsel Inc
North Carolina
– -$282K -3,502 Closed
DWM
1094
Destination Wealth Management
California
– -$268K -3,331 Closed
PJSIMP
1095
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$246K -3,050 Closed
BKBG
1096
BHF Kleinwort Benson Group
Belgium
– -$236K -2,928 Closed
TC
1097
TradeLink Capital
Illinois
– -$234K -2,899 Closed
BC
1098
Banced Corp
Illinois
– -$220K -2,737 Closed
FB
1099
Fulton Bank
Pennsylvania
– -$219K -2,715 Closed
KA
1100
Kovack Advisors
Florida
– -$216K -2,681 Closed
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