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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 %
Brown Advisory
351
Brown Advisory
Maryland
$3.18M +$559K +7,112 +21%
AAC
352
Asset Advisors Corp
Georgia
$3.13M -$385K -4,900 -11%
LIM
353
Leavell Investment Management
Alabama
$3.12M -$118K -1,500 -4%
FNBOMD
354
First National Bank of Mount Dora
Florida
$3.12M +$304K +3,864 +11%
ECM
355
ETrade Capital Management
Virginia
$3.11M +$1.07M +13,644 +53%
RCG
356
Ruane, Cunniff & Goldfarb
New York
$3.1M – – –
Truist Financial
357
Truist Financial
North Carolina
$3.1M +$71.5K +910 +2%
GCA
358
Greenwood Capital Associates
South Carolina
$3.09M -$89.8K -1,142 -3%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$3.08M -$196K -2,500 -6%
WC
360
Whitney & Co
New York
$3.08M +$11.8K +150 +0.4%
ST
361
Semper Trust
Pennsylvania
$3.07M -$114K -1,450 -4%
DAM
362
Doheny Asset Management
California
$3.03M +$147K +1,875 +5%
SWM
363
Segment Wealth Management
Texas
$2.94M +$1.08M +13,698 +58%
EHC
364
Everett Harris & Co
California
$2.92M -$13.4K -170 -0.5%
NC
365
Northpointe Capital
Michigan
$2.91M +$211K +2,689 +8%
William Blair & Company
366
William Blair & Company
Illinois
$2.89M -$85.3K -1,086 -3%
KRS
367
Kentucky Retirement Systems
Kentucky
$2.88M -$359K -4,564 -11%
AC
368
Alley Company
Illinois
$2.87M +$158K +2,014 +6%
B
369
Baird
Wisconsin
$2.83M +$95.2K +1,211 +3%
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$2.82M +$46.2K +588 +2%
PA
371
Profund Advisors
Maryland
$2.8M -$169K -2,153 -6%
CSS
372
Cubist Systematic Strategies
Connecticut
$2.79M +$204K +2,591 +8%
FWIA
373
Fort Washington Investment Advisors
Ohio
$2.77M -$30.1K -383 -1%
BIA
374
Biondo Investment Advisors
Pennsylvania
$2.76M +$2.76M +35,125 New
SLI
375
Sumitomo Life Insurance
Japan
$2.75M -$290K -3,690 -10%
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