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Phillips 66
PSX

Overview Fund Activity

1,151 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 442 reducing their positions, and 64 closing their positions.

Holders
1,151
Holders Change
+67
Holders Change %
+6.18%
% of All Funds
28.82%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.38%
New
146
Increased
379
Reduced
442
Closed
64
Calls
$355M
Puts
$390M
Net Calls
-$34.7M
Net Calls Change
-$202M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$144M
2
DZ Bank
2
DZ Bank
Germany
$89.5M
3
RL
3
Ruffer LLP
United Kingdom
$87.3M
4
State Street
4
State Street
Massachusetts
$2B
5
Asset Management One
5
Asset Management One
Japan
$70.5M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$183M
2
Deutsche Bank
2
Deutsche Bank
Germany
$153M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$101M
5
Barclays
5
Barclays
United Kingdom
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.97B 80,689,892 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.67B 30,915,033 +547,660 +2%
State Street
3
State Street
Massachusetts
$2B 23,164,008 +788,420 +4%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B 13,764,639 -545,123 -4%
BIT
5
BlackRock Institutional Trust
California
$1.06B 12,265,944 +105,928 +0.9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$812M 9,398,433 +218,220 +2%
Wells Fargo
7
Wells Fargo
California
$714M 8,268,289 +373,208 +5%
BFA
8
BlackRock Fund Advisors
California
$658M 7,609,418 +536,648 +8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$618M 7,153,130 -11,455 -0.2%
Boston Partners
10
Boston Partners
Massachusetts
$609M 7,042,328 -723,870 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$584M 6,760,508 +347,180 +5%
Norges Bank
12
Norges Bank
Norway
$465M 5,382,852 -13,451 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$452M 5,234,997 +245,322 +5%
Northern Trust
14
Northern Trust
Illinois
$446M 5,162,906 -6,844 -0.1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$422M 4,886,902 -218,837 -4%
BG
16
BlackRock Group
United Kingdom
$411M 4,754,813 +123,532 +3%
Capital World Investors
17
Capital World Investors
California
$352M 4,069,488 +180,000 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$329M 3,809,097 -213,076 -5%
Bank of America
19
Bank of America
North Carolina
$325M 3,760,337 +280,785 +8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$322M 3,728,036 -56,431 -1%
Aristotle Capital Management
21
Aristotle Capital Management
California
$271M 3,137,347 +53,997 +2%
Goldman Sachs
22
Goldman Sachs
New York
$254M 2,943,872 +106,969 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$235M 2,720,614 -50,831 -2%
Prudential Financial
24
Prudential Financial
New Jersey
$199M 2,306,183 +1,380 +0.1%
RP
25
RR Partners
New York
$194M 2,245,100 -88,300 -4%
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