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Phillips 66
PSX

Overview Fund Activity

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
226
Avalon Investment & Advisory
Texas
$9.7M 125,924 -2,830 -2%
SBCM
227
Schwerin Boyle Capital Management
Massachusetts
$9.64M 125,126 +850 +0.7%
CDH
228
Charles D. Hyman
$9.54M 123,757 +147 +0.1%
Nuveen Asset Management
229
Nuveen Asset Management
Illinois
$9.39M 121,859 +69,053 +131%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$9.22M 119,650 -160,209 -57%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$9.04M 117,309 -1,528 -1%
SCM
232
Snow Capital Management
Pennsylvania
$8.93M 115,830 -52,570 -31%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$8.85M 114,883 +3,230 +3%
PSUF
234
People's United Financial
Connecticut
$8.72M 113,213 -16,598 -13%
FFIC
235
First Fiduciary Investment Counsel
Ohio
$8.64M 112,113 -2,279 -2%
CM
236
Castleark Management
Illinois
$8.62M 111,900 +79,400 +244%
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$8.59M 111,424 +4,321 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
238
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.43M 109,384 -165,651 -60%
SIC
239
Schwartz Investment Counsel
Michigan
$8.25M 107,100 -10,000 -9%
CB
240
Commerce Bank
Missouri
$8.19M 106,268 -854 -0.8%
URS
241
Utah Retirement Systems
Utah
$8.13M 105,498 -4,900 -4%
DILH
242
Dai-ichi Life Holdings
Japan
$8.08M 104,872 -3,813 -4%
Citadel Advisors
243
Citadel Advisors
Florida
$8.07M 104,722 -26,194 -20%
LS
244
Livforsakringsbolaget Skandia
Sweden
$8.06M 104,627 +83,408 +393%
BCM
245
Bridgeway Capital Management
Texas
$8.01M 103,993 +42,700 +70%
SCM
246
Stevens Capital Management
Pennsylvania
$8M 103,828 +103,828 New
V
247
Veritable
Delaware
$7.88M 102,274 -922 -0.9%
CIM
248
Calvert Investment Management
Maryland
$7.71M 100,055 +100 +0.1%
OI
249
Oakbrook Investments
Illinois
$7.58M 98,341 -20,524 -17%
SAM
250
Shell Asset Management
Netherlands
$7.44M 96,477 -2,071 -2%
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