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Phillips 66
PSX

Overview Fund Activity

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.79B
2
GCM
Glenview Capital Management
New York
+$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.6M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$256M
2
WRF
Waddell & Reed Financial
Kansas
-$125M
3
State Street
State Street
Massachusetts
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$86.9M
5
BIT
BlackRock Institutional Trust
California
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
301
United Capital Financial Advisors
Texas
$4.42M +$765K +9,494 +21%
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$4.4M -$12M -149,058 -73%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$4.26M +$44.8K +556 +1%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$4.23M +$207K +2,574 +5%
SIC
305
Schwartz Investment Counsel
Michigan
$4.22M -$2.42M -30,000 -36%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$4.17M +$191K +2,365 +5%
SAM
307
Securian Asset Management
Minnesota
$4.13M +$47.5K +589 +1%
BWFA
308
Baltimore-Washington Financial Advisors
Maryland
$4.11M +$66.1K +821 +2%
BA
309
Bridgewater Associates
Connecticut
$4.11M -$5.45M -67,600 -57%
HP
310
Hikari Power
Japan
$4.11M +$4.11M +51,000 New
ARTA
311
A.R.T. Advisors
New York
$4.08M -$8.14M -100,999 -67%
MKC
312
M. Kraus & Co
Vermont
$4.07M -$3.22K -40 -0.1%
Baird Financial Group
313
Baird Financial Group
Wisconsin
$4.06M +$4.06M +50,390 New
AC
314
Allstate Corporation
Illinois
$4.04M +$180K +2,240 +5%
RC
315
RBF Capital
California
$4.03M – – –
BG
316
Bollard Group
Massachusetts
$3.92M +$26.3K +327 +0.7%
LTFS
317
Ladenburg Thalmann Financial Services
Florida
$3.88M -$74.9K -930 -2%
SC
318
SouthState Corp
Florida
$3.85M +$5K +62 +0.1%
SIM
319
Spark Investment Management
New York
$3.78M +$1.14M +14,100 +43%
FWCM
320
Ferguson Wellman Capital Management
Oregon
$3.76M -$7.25K -90 -0.2%
FNF
321
Fidelity National Financial
Florida
$3.76M – – –
William Blair & Company
322
William Blair & Company
Illinois
$3.67M +$713K +8,855 +24%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$3.58M -$862K -10,700 -19%
NC
324
Northpointe Capital
Michigan
$3.57M +$588K +7,296 +20%
BG
325
Bahl & Gaynor
Ohio
$3.56M +$10.2K +127 +0.3%
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