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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
Barclays
United Kingdom
$673M
2
Norges Bank
Norges Bank
Norway
$725M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$800M
5
Boston Partners
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$646M
4
EVM
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
Ameriprise
Minnesota
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
251
SII Investments
Wisconsin
$8.12M +$812K +10,102 +11%
V
252
Veritable
Delaware
$8.11M -$116K -1,445 -1%
DILH
253
Dai-ichi Life Holdings
Japan
$8.07M -$367K -4,567 -4%
Calamos Advisors
254
Calamos Advisors
Illinois
$8.02M +$2.32M +28,900 +41%
Marshall Wace
255
Marshall Wace
United Kingdom
$7.92M +$7.92M +98,476 New
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$7.9M +$194K +2,417 +3%
URS
257
Utah Retirement Systems
Utah
$7.9M -$587K -7,300 -7%
LS
258
Livforsakringsbolaget Skandia
Sweden
$7.83M -$585K -7,269 -7%
SIC
259
Schwartz Investment Counsel
Michigan
$7.78M -$837K -10,400 -10%
PI
260
Putnam Investments
Massachusetts
$7.72M -$20.3M -252,462 -72%
NI
261
Numeric Investors
Massachusetts
$7.68M +$5.81M +72,200 +310%
GACM
262
Green Arrow Capital Management
New York
$7.65M +$6.44M +80,016 +530%
MI
263
Markston International
New York
$7.48M -$267K -3,315 -3%
LPL Financial
264
LPL Financial
California
$7.48M -$13.9K -173 -0.2%
OI
265
Oakbrook Investments
Illinois
$7.45M -$464K -5,775 -6%
OTPPB
266
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.4M -$302K -3,761 -4%
SAM
267
Shell Asset Management
Netherlands
$7.29M -$466K -5,798 -6%
PP
268
Patten & Patten
Tennessee
$7.26M -$79K -982 -1%
Janus Henderson Group
269
Janus Henderson Group
United Kingdom
$7.19M +$640K +7,963 +10%
CONA
270
Capital One National Association
New York
$7.16M +$145K +1,798 +2%
Nomura Asset Management
271
Nomura Asset Management
Japan
$7.15M -$119K -1,480 -2%
CIP
272
Convergence Investment Partners
Florida
$7.03M +$1.88M +23,333 +36%
WAM
273
World Asset Management
Michigan
$6.98M -$363K -4,518 -5%
WB
274
WesBanco Bank
West Virginia
$6.95M -$90.1K -1,120 -1%
HIMC
275
Heritage Investors Management Corp
Maryland
$6.86M +$51.2K +636 +0.8%
9 10
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