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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 %
HCM
1076
Horrell Capital Management
Arkansas
$3K – – –
TWMP
1077
Taylor Wealth Management Partners
Massachusetts
$2K -$13.8K -200 -87%
AIM
1078
Advantage Investment Management
Iowa
$2K – – –
WAS
1079
Winch Advisory Services
Wisconsin
$2K +$91 +1 +5%
NCM
1080
Nelson Capital Management
California
$1K -$286 -2 -22%
PCP
1081
Proficio Capital Partners
Massachusetts
$1K – – –
SBL
1082
Sargent Bickham Lagudis
Colorado
$168 +$16 +195 +10%
FNB
1083
Farmers National Bank
Kentucky
$113 -$30 -368 -21%
BCM
1084
Bridgeway Capital Management
Texas
– -$28.2M -355,902 Closed
MLM
1085
Mount Lucas Management
Pennsylvania
– -$13.8M -173,440 Closed
Point72 Asset Management
1086
Point72 Asset Management
Connecticut
– -$11.9M -150,000 Closed
WG
1087
Winton Group
United Kingdom
– -$6.38M -80,428 Closed
EA
1088
Euclid Advisors
Connecticut
– -$5.8M -73,074 Closed
KACA
1089
Kayne Anderson Capital Advisors
California
– -$4.92M -62,000 Closed
BAM
1090
Baring Asset Management
United Kingdom
– -$4.24M -53,483 Closed
VIA
1091
Vident Investment Advisory
Georgia
– -$2.13M -26,779 Closed
SAM
1092
Symphony Asset Management
California
– -$1.94M -24,382 Closed
AAMU
1093
AEGON Asset Management (UK)
United Kingdom
– -$1.53M -19,291 Closed
FLPIM
1094
F.L. Putnam Investment Management
Massachusetts
– -$1.4M -17,653 Closed
AC
1095
Argentiere Capital
Switzerland
– -$1.27M -16,010 Closed
Parallax Volatility Advisers
1096
Parallax Volatility Advisers
California
– -$1.23M -15,468 Closed
LOAMS
1097
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.2M -15,154 Closed
Northwestern Mutual Wealth Management
1098
Northwestern Mutual Wealth Management
Wisconsin
– -$1.03M -12,980 Closed
Squarepoint
1099
Squarepoint
New York
– -$993K -12,514 Closed
Fuller & Thaler Asset Management
1100
Fuller & Thaler Asset Management
California
– -$849K -10,700 Closed
42 43
44
45 46