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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 %
DADC
276
D.A. Davidson & Co
Montana
$6.16M +$298K +3,787 +5%
GP
277
GLG Partners
United Kingdom
$6.15M +$6.15M +78,299 New
MA
278
MUFG Americas
New York
$6.08M +$116K +1,476 +2%
CC
279
Cambrian Capital
California
$5.93M – – –
Nuveen Asset Management
280
Nuveen Asset Management
Illinois
$5.89M -$117K -1,489 -2%
OTPPB
281
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.88M -$547K -6,965 -9%
WAM
282
World Asset Management
Michigan
$5.84M -$111K -1,412 -2%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$5.82M +$815K +10,363 +16%
CTC
284
Central Trust Company
Missouri
$5.78M +$134K +1,711 +2%
SW
285
SVB Wealth
Massachusetts
$5.59M +$2.59M +32,986 +86%
OPCM
286
Osborne Partners Capital Management
California
$5.56M -$18K -229 -0.3%
MSA
287
Mason Street Advisors
Wisconsin
$5.5M -$5.02M -63,838 -48%
MIM
288
Montgomery Investment Management
Maryland
$5.5M -$393 -5 -0%
OC
289
Oppenheimer & Co
New York
$5.27M -$695K -8,842 -12%
LS
290
Livforsakringsbolaget Skandia
Sweden
$5.21M -$1.01M -12,900 -16%
AAF
291
Andra AP-fonden
Sweden
$5.09M -$2.48M -31,500 -33%
DP
292
Dearborn Partners
Illinois
$5.05M -$1.13M -14,322 -18%
NMERB
293
New Mexico Educational Retirement Board
New Mexico
$5.05M -$267K -3,400 -5%
Victory Capital Management
294
Victory Capital Management
Texas
$5.04M +$4.85M +61,700 +2,582%
Creative Planning
295
Creative Planning
Kansas
$5.04M -$208K -2,649 -4%
GC
296
Gratus Capital
Georgia
$4.94M +$299K +3,805 +6%
BTW
297
Boston Trust Walden
Massachusetts
$4.93M -$151K -1,921 -3%
CIC
298
Canal Insurance Company
South Carolina
$4.91M – – –
CM
299
Castleark Management
Illinois
$4.89M -$4.83M -61,390 -50%
CAM
300
Congress Asset Management
Massachusetts
$4.87M -$547K -6,961 -10%
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