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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 %
HIMC
201
Heritage Investors Management Corp
Maryland
$7.84M -$86.5K -1,074 -1%
Massachusetts Financial Services
202
Massachusetts Financial Services
Massachusetts
$7.76M +$7.76M +96,276 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$7.62M -$470K -5,839 -6%
CIA
204
CCM Investment Advisers
South Carolina
$7.58M -$8.01M -99,481 -51%
Lazard Asset Management
205
Lazard Asset Management
New York
$7.52M +$2M +24,810 +36%
PIA
206
Piedmont Investment Advisors
North Carolina
$7.48M -$773K -9,591 -9%
CONA
207
Capital One National Association
New York
$7.39M -$202K -2,504 -3%
WAM
208
Wallington Asset Management
Indiana
$7.32M -$20.9K -260 -0.3%
Victory Capital Management
209
Victory Capital Management
Texas
$7.22M +$3.14M +38,947 +77%
RC
210
RegentAtlantic Capital
New Jersey
$7.14M +$1.07M +13,222 +18%
Calamos Advisors
211
Calamos Advisors
Illinois
$7.03M -$1.72M -21,406 -20%
DILH
212
Dai-ichi Life Holdings
Japan
$6.92M – – –
AAM
213
Aureus Asset Management
Massachusetts
$6.9M -$2.29M -28,442 -25%
VIP
214
Vantage Investment Partners
Missouri
$6.89M +$1.77M +21,935 +34%
V
215
Veritable
Delaware
$6.86M -$6.53K -81 -0.1%
VIA
216
Virtus Investment Advisers
Connecticut
$6.82M +$6.82M +84,629 New
GC
217
Gratus Capital
Georgia
$6.8M -$101K -1,259 -1%
GL
218
Globe Life
Texas
$6.77M +$2.22M +27,500 +49%
JIC
219
Johnson Investment Counsel
Ohio
$6.76M -$26.7K -331 -0.4%
KT
220
Kanaly Trust
Texas
$6.71M -$20.7K -257 -0.3%
NFGCM
221
Norman Fields Gottscho Capital Management
New York
$6.66M +$1.5M +18,609 +29%
URS
222
Utah Retirement Systems
Utah
$6.65M – – –
MLL
223
Moody Lynn & Lieberson
Massachusetts
$6.64M -$119K -1,483 -2%
ProShare Advisors
224
ProShare Advisors
Maryland
$6.6M -$1.51M -18,750 -19%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$6.6M -$2.76M -34,274 -29%
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