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Phillips 66
PSX

Overview Fund Activity

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
MKC
326
M. Kraus & Co
Vermont
$3.95M 51,222 -160 -0.3%
Creative Planning
327
Creative Planning
Kansas
$3.94M 51,183 +8,339 +19%
AIP
328
Ameritas Investment Partners
Nebraska
$3.93M 50,962 -973 -2%
AAM
329
Advisors Asset Management
Colorado
$3.91M 50,741 -987 -2%
WCM
330
Wisconsin Capital Management
Wisconsin
$3.91M 50,700 -1,709 -3%
GL
331
GLG LLC
New York
$3.89M 50,536 +50,536 New
SBH
332
Segall Bryant & Hamill
Illinois
$3.86M 50,077 -6,391 -11%
RC
333
RBF Capital
California
$3.85M 50,000 – –
LOGI
334
Long Oar Global Investors
New York
$3.85M 50,000 +50,000 New
3CP
335
3G Capital Partners
New York
$3.85M 50,000 +50,000 New
GCP
336
GSA Capital Partners
United Kingdom
$3.82M 49,524 +27,616 +126%
CPIM
337
Columbia Partners Investment Management
Virginia
$3.78M 49,061 -27,457 -36%
KRS
338
Kentucky Retirement Systems
Kentucky
$3.75M 48,709 -790 -2%
CT
339
Cambridge Trust
Massachusetts
$3.68M 47,696 -17,542 -27%
Zurich Cantonal Bank
340
Zurich Cantonal Bank
Switzerland
$3.67M 47,679 +827 +2%
SC
341
SouthState Corp
Florida
$3.67M 47,554 +853 +2%
LA
342
Lau Associates
Delaware
$3.65M 47,341 -1,867 -4%
1IC
343
1919 Investment Counsel
Maryland
$3.63M 47,080 -3,400 -7%
FNF
344
Fidelity National Financial
Florida
$3.6M 46,650 – –
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$3.59M 46,600 -1,700 -4%
CCA
346
Catalyst Capital Advisors
New York
$3.58M 46,453 +10,500 +29%
WIM
347
Wilen Investment Management
Florida
$3.57M 46,661 – –
BG
348
Bahl & Gaynor
Ohio
$3.56M 46,223 -4,203 -8%
PIM
349
Perkins Investment Management
Illinois
$3.46M 44,924 +326 +0.7%
PA
350
Pinnacle Associates
New York
$3.38M 43,810 +878 +2%
12 13
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