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Phillips 66
PSX

Overview Fund Activity

1,123 hedge funds and large institutions have $30.9B invested in Phillips 66 in 2015 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 382 increasing their positions, 421 reducing their positions, and 50 closing their positions.

Holders
1,123
Holders Change
+78
Holders Change %
+7.46%
% of All Funds
29.49%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.53%
New
141
Increased
382
Reduced
421
Closed
50
Calls
$314M
Puts
$252M
Net Calls
+$61.4M
Net Calls Change
-$165M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$611M
2
Goldman Sachs
2
Goldman Sachs
New York
$325M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$95.9M
4
N
4
Natixis
France
$70.4M
5
Millennium Management
5
Millennium Management
New York
$74.9M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$392M
2
WRF
2
Waddell & Reed Financial
Kansas
$343M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$427M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$108M
5
Ameriprise
5
Ameriprise
Minnesota
$47.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
1101
JFS Wealth Advisors
Pennsylvania
$8K 100 – –
TRCT
1102
Tower Research Capital (TRC)
New York
$8K 100 +100 New
MUS
1103
Mitsubishi UFJ Securities
Japan
$7K 90 -90 -50%
CP
1104
Corbenic Partners
Pennsylvania
$6K 75 – –
TAM
1105
TPH Asset Management
Texas
$5.81K 71,050 -20,466 -22%
Nuveen Asset Management
1106
Nuveen Asset Management
Illinois
$5.48K 67,005 -4,718 -7%
FAM
1107
Fred Alger Management
New York
$5K 56 +56 New
KM
1108
Kalos Management
Georgia
– – – –
GXMC
1109
Global X Management Company
New York
$4K 50 +22 +79%
LJHT
1110
Laurie J. Hall Trustee
$4K 50 +50 New
FNBOO
1111
First National Bank of Omaha
Nebraska
$3.88K 47,480 +47,480 New
HCM
1112
Horrell Capital Management
Arkansas
$3K 34 – –
DSN
1113
D. Scott Neal
Kentucky
$3K 37 +37 New
1832 Asset Management
1114
1832 Asset Management
Ontario, Canada
$3K 40 +40 New
PRS
1115
Pinkerton Retirement Specialists
Idaho
$2K 20 -52 -72%
WAS
1116
Winch Advisory Services
Wisconsin
$2K 21 -37 -64%
TDC
1117
Thompson Davis & Co
Virginia
$2K 27 – –
AIM
1118
Advantage Investment Management
Iowa
$2K 21 – –
AIC
1119
Ayalon Insurance Company
Israel
$2K 20 – –
CIM
1120
Contravisory Investment Management
Massachusetts
$2K 24 +24 New
SFPM
1121
Sensible Financial Planning & Management
Massachusetts
$2K 25 +25 New
GBBWRPM
1122
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K 28 +28 New
NCM
1123
Nelson Capital Management
California
$1K 9 – –
Lazard Asset Management
1124
Lazard Asset Management
New York
$1K 16 +16 New
WA
1125
WBH Advisory
Maryland
$672 8,219 -4,086 -33%
43 44
45
46 47