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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
1
Wellington Management Group
Massachusetts
$739M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$6.5B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$125M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$149M

Top Sellers

1
IAM
1
Iridian Asset Management
Connecticut
$82.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$626M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$115M
4
Wells Fargo
4
Wells Fargo
California
$636M
5
RCM
5
Riverhead Capital Management
Delaware
$758K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$19.6M +$889K +11,042 +5%
WRF
127
Waddell & Reed Financial
Kansas
$19.6M +$4.08M +50,600 +26%
GF
128
Gabelli Funds
New York
$19.5M +$9.71M +120,500 +100%
HPC
129
HM Payson & Co
Maine
$19.2M +$9.5M +117,921 +98%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$18.6M -$1.06M -13,098 -5%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$18.5M -$133K -1,655 -0.7%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$18M +$99.8K +1,239 +0.6%
SC
133
Saturna Capital
Washington
$18M – – –
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$17.7M -$2.55M -31,688 -13%
CAM
135
Cidel Asset Management
Ontario, Canada
$17.4M +$2.13M +26,442 +14%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$17.3M – – –
GT
137
Glenmede Trust
Pennsylvania
$17.3M -$6.4M -79,432 -27%
AIG
138
American International Group
New York
$16.3M -$661K -8,210 -4%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$16.2M -$706K -8,766 -4%
GH
140
GAM Holding
Switzerland
$16.2M -$2.69M -33,423 -14%
PSUF
141
People's United Financial
Connecticut
$15.7M +$136K +1,686 +0.9%
Axa
142
Axa
France
$15.6M -$1.42M -17,617 -8%
Comerica Bank
143
Comerica Bank
Texas
$15.2M -$1.83M -22,621 -11%
HNB
144
Huntington National Bank
Ohio
$15.2M +$155K +1,926 +1%
DDPIC
145
Deroy & Devereaux Private Investment Counsel
Michigan
$15M +$222K +2,750 +1%
FIM
146
Foresters Investment Management
New York
$14.7M +$8.06K +100 +0.1%
AIA
147
Affinity Investment Advisors
California
$14.5M -$1.88M -23,338 -11%
Schroder Investment Management Group
148
Schroder Investment Management Group
United Kingdom
$14.4M -$1.85K -23 -0%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$14.3M -$5.04M -62,578 -26%
AIP
150
ARS Investment Partners
New York
$14.2M -$167K -2,075 -1%
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