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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 %
PP
301
PDT Partners
New York
$4.85M +$4.85M +61,698 New
ECAM
302
East Coast Asset Management
Massachusetts
$4.82M +$32.5K +414 +0.7%
Los Angeles Capital Management
303
Los Angeles Capital Management
California
$4.8M -$2.92M -37,182 -38%
CCG
304
Chatham Capital Group
Georgia
$4.7M -$37.3K -475 -0.8%
MHC
305
Meyer Handelman Company
New York
$4.67M +$299K +3,800 +7%
MSWM
306
Mader & Shannon Wealth Management
Missouri
$4.67M +$4.67M +59,440 New
HPC
307
HM Payson & Co
Maine
$4.67M -$244K -3,100 -5%
MOACM
308
Mutual of America Capital Management
New York
$4.66M -$43.5K -554 -0.9%
GWM
309
Greenwich Wealth Management
Connecticut
$4.66M – – –
DC
310
Deere & Company
Illinois
$4.51M +$33.8K +430 +0.8%
GL
311
GLG LLC
New York
$4.51M +$539K +6,860 +14%
RC
312
RegentAtlantic Capital
New Jersey
$4.48M -$197K -2,512 -4%
FNBT
313
FineMark National Bank & Trust
Florida
$4.45M +$1.06M +13,450 +31%
PAI
314
Pittenger & Anderson Inc
Nebraska
$4.42M +$5.5K +70 +0.1%
CAM
315
Capstone Asset Management
Texas
$4.34M +$68.9K +877 +2%
Daiwa Securities Group
316
Daiwa Securities Group
Japan
$4.34M +$2.81M +35,750 +184%
SIM
317
Sentry Investment Management
Wisconsin
$4.14M +$1.11M +14,150 +37%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$4.12M +$17.8K +227 +0.4%
BPM
319
Bowling Portfolio Management
Ohio
$4.1M -$18.7K -238 -0.5%
N
320
Natixis
France
$4.09M -$16.4M -208,980 -80%
NB
321
Norinchukin Bank
Japan
$4.08M +$519K +6,603 +15%
SAM
322
Securian Asset Management
Minnesota
$3.98M +$37.3K +475 +0.9%
MKC
323
M. Kraus & Co
Vermont
$3.97M -$7.07K -90 -0.2%
BWFA
324
Baltimore-Washington Financial Advisors
Maryland
$3.95M +$386K +4,906 +11%
RC
325
RBF Capital
California
$3.93M -$786K -10,000 -17%
11 12
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