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Phillips 66
PSX

Overview Fund Activity

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$407M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$612M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.56B
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B
5
Wells Fargo
Wells Fargo
California
$593M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$416M
2
JHIU
Janus Henderson Investors US
Colorado
$281M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$96.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$984M
5
TCIM
TIAA CREF Investment Management
New York
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
226
BRC Investment Management
Colorado
$9.25M +$8M +101,785 +642%
CDH
227
Charles D. Hyman
$9.24M -$4.56K -58 -0%
CS
228
Candriam SCA
Luxembourg
$9.03M +$6.26M +79,620 +226%
SI
229
SII Investments
Wisconsin
$8.99M +$221K +2,812 +3%
ISL
230
Ingalls & Snyder LLC
New York
$8.78M -$66.8K -850 -0.8%
VRS
231
Virginia Retirement Systems
Virginia
$8.73M -$1M -12,771 -10%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$8.66M -$52.8K -672 -0.6%
JIC
233
Johnson Investment Counsel
Ohio
$8.57M -$169K -2,156 -2%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$8.37M +$4.39M +55,881 +110%
ABC
235
Associated Banc-Corp
Wisconsin
$8.34M +$797K +10,135 +11%
B
236
Barings
North Carolina
$8.18M -$2.63M -33,400 -24%
CCM
237
Cadence Capital Management
Massachusetts
$8.15M -$4.39M -55,866 -35%
QI
238
QS Investors
New York
$8.08M -$16.5M -210,225 -67%
VC
239
Vestor Capital
Illinois
$8.05M +$211K +2,680 +3%
SM
240
Seminole Management
New York
$7.97M +$7.97M +101,400 New
PRCM
241
Pine River Capital Management
Minnesota
$7.96M +$7.96M +101,300 New
URS
242
Utah Retirement Systems
Utah
$7.95M +$252K +3,200 +3%
CB
243
Commerce Bank
Missouri
$7.92M +$42.6K +542 +0.5%
Calamos Advisors
244
Calamos Advisors
Illinois
$7.87M +$3.69K +47 +0%
LPL Financial
245
LPL Financial
California
$7.81M +$309K +3,864 +4%
NAMA
246
Nikko Asset Management Americas
New York
$7.69M -$1.07M -13,500 -12%
V
247
Veritable
Delaware
$7.38M +$114K +1,451 +2%
RC
248
RBO & Co
California
$7.31M +$200K +2,540 +3%
CCA
249
Catalyst Capital Advisors
New York
$7.26M -$1.43M -18,185 -16%
DILH
250
Dai-ichi Life Holdings
Japan
$7.25M -$233K -2,959 -3%
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