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Phillips 66
PSX

Overview Fund Activity

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.25B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$71.4M
3
JHIU
Janus Henderson Investors US
Colorado
$220M
4
Barclays
Barclays
United Kingdom
$64.1M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$14M
2
N
Natixis
France
$453K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$620M
4
State Street
State Street
Massachusetts
$1.81B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
SSP
1126
Sapphire Star Partners
Washington
– -$474K -5,800 Closed
PRA
1127
Parametric Risk Advisors
Connecticut
– -$433K -5,000 Closed
MKC
1128
M. Kraus & Co
Vermont
– -$411K -4,749 Closed
GAM
1129
Gotham Asset Management
New York
– -$359K -4,150 Closed
Tudor Investment Corp
1130
Tudor Investment Corp
Connecticut
– -$355K -4,100 Closed
MCM
1131
Murphy Capital Management
New Jersey
– -$344K -3,976 Closed
MWM
1132
Modera Wealth Management
New Jersey
– -$339K -3,912 Closed
PGFC
1133
Peapack-Gladstone Financial Corp
New Jersey
– -$296K -3,413 Closed
FP
1134
FDO Partners
Massachusetts
– -$293K -3,385 Closed
MIH
1135
Madison Investment Holdings
Wisconsin
– -$285K -3,297 Closed
PAM
1136
PartnerRe Asset Management
Connecticut
– -$278K -3,209 Closed
LH
1137
Lebenthal Holdings
New York
– -$273K -3,149 Closed
HCM
1138
Highbridge Capital Management
New York
– -$272K -3,140 Closed
LA
1139
LVW Advisors
New York
– -$264K -3,049 Closed
TC
1140
TradeLink Capital
Illinois
– -$259K -2,986 Closed
RHBC
1141
R.H. Bluestein & Co
Michigan
– -$256K -2,960 Closed
FFA
1142
First Foundation Advisors
California
– -$245K -2,828 Closed
MWM
1143
Mission Wealth Management
California
– -$240K -2,776 Closed
CNBT
1144
Canandaigua National Bank & Trust
New York
– -$238K -2,752 Closed
BW
1145
Bison Wealth
Georgia
– -$232K -2,685 Closed
KA
1146
Kovack Advisors
Florida
– -$231K -2,667 Closed
OI
1147
Oakbrook Investments
Illinois
– -$229K -2,650 Closed
BIA
1148
Barry Investment Advisors
Massachusetts
– -$229K -2,648 Closed
CA
1149
Callahan Advisors
Texas
– -$221K -2,554 Closed
UF
1150
Univest Financial
Pennsylvania
– -$221K -2,553 Closed
44 45
46
47 48