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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 %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$3.93M +$820K +10,433 +26%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$3.89M -$81K -1,030 -2%
LTFS
328
Ladenburg Thalmann Financial Services
Florida
$3.86M +$1.24M +15,833 +48%
BG
329
Bollard Group
Massachusetts
$3.79M +$410K +5,210 +12%
AC
330
Allstate Corporation
Illinois
$3.77M -$2.55M -32,425 -40%
SC
331
SouthState Corp
Florida
$3.75M +$129K +1,636 +4%
FWCM
332
Ferguson Wellman Capital Management
Oregon
$3.68M -$120K -1,525 -3%
FNF
333
Fidelity National Financial
Florida
$3.67M – – –
UCFA
334
United Capital Financial Advisors
Texas
$3.59M +$2.93M +37,004 +446%
WIM
335
Wilen Investment Management
Florida
$3.48M -$35.1K -450 -1%
BG
336
Bahl & Gaynor
Ohio
$3.47M -$76.6K -975 -2%
LSA
337
L & S Advisors
California
$3.45M +$3.45M +43,908 New
LMGAM
338
Liberty Mutual Group Asset Management
Massachusetts
$3.45M -$176K -2,241 -5%
LA
339
Lau Associates
Delaware
$3.44M -$276K -3,509 -7%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$3.43M -$355K -4,523 -9%
ST
341
Spot Trading
Illinois
$3.39M +$1.97M +25,031 +138%
BKA
342
Brick & Kyle Associates
Pennsylvania
$3.36M -$18.9K -240 -0.6%
OI
343
Oakbrook Investments
Illinois
$3.32M -$11.8K -150 -0.4%
CCG
344
Cypress Capital Group
Florida
$3.32M +$496K +6,311 +18%
PWLP
345
Prio Wealth Limited Partnership
Massachusetts
$3.32M – – –
Marshall Wace
346
Marshall Wace
United Kingdom
$3.31M -$12.6M -159,998 -79%
CB
347
Chemical Bank
Michigan
$3.3M +$177K +2,253 +6%
BHMP
348
Bardin Hill Management Partners
New York
$3.3M +$1.22M +15,500 +58%
BF
349
BOK Financial
Oklahoma
$3.29M +$590K +7,508 +22%
SBH
350
Segall Bryant & Hamill
Illinois
$3.28M +$36.4K +463 +1%
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