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

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$14M
2
N
2
Natixis
France
$453K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$620M
4
State Street
4
State Street
Massachusetts
$1.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
126
Employees Retirement System of Texas
Texas
$19.9M -$159K -2,000 -0.8%
SEI Investments
127
SEI Investments
Pennsylvania
$19.9M +$1.19M +14,966 +6%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$19.3M -$472K -5,950 -2%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$19M +$9.97M +125,632 +110%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$18.7M +$1.2M +15,133 +7%
GH
131
GAM Holding
Switzerland
$18.6M +$687K +8,662 +4%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$18.4M +$1.06M +13,365 +6%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$18.4M +$419K +5,285 +2%
SC
134
Saturna Capital
Washington
$17.8M -$20.2K -255 -0.1%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$17.7M +$1.68M +21,114 +10%
VFM
136
Viking Fund Management
North Dakota
$17.5M +$397K +5,000 +2%
Federated Hermes
137
Federated Hermes
Pennsylvania
$17.2M +$10.5M +132,913 +159%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$17.1M – – –
Axa
139
Axa
France
$16.8M -$1.5M -18,955 -8%
AIG
140
American International Group
New York
$16.7M -$4.98M -62,805 -23%
FIM
141
Frontier Investment Management
Texas
$16.7M +$612K +7,744 +4%
TD Asset Management
142
TD Asset Management
Ontario, Canada
$16.7M -$2.76M -34,740 -14%
Comerica Bank
143
Comerica Bank
Texas
$16.2M -$425K -5,542 -3%
AIA
144
Affinity Investment Advisors
California
$16.2M +$1.46M +18,453 +10%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$16M -$2.49M -31,400 -13%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$15.8M -$1.62M -20,451 -9%
KBC Group
147
KBC Group
Belgium
$15.6M -$9.64M -121,465 -38%
CIA
148
CCM Investment Advisers
South Carolina
$15.4M -$2.1M -26,491 -12%
PSUF
149
People's United Financial
Connecticut
$15.3M -$555K -7,001 -3%
WRF
150
Waddell & Reed Financial
Kansas
$15.3M -$10.5M -132,379 -41%
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