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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FWIA
376
Fort Washington Investment Advisors
Ohio
$2.72M +$897K +11,632 +49%
LIM
377
Leavell Investment Management
Alabama
$2.71M +$389K +5,051 +17%
CB
378
Chemical Bank
Michigan
$2.68M +$122K +1,586 +5%
UF
379
Univest Financial
Pennsylvania
$2.68M -$301K -3,906 -10%
SIM
380
Sentry Investment Management
Wisconsin
$2.67M – – –
AC
381
Alley Company
Illinois
$2.63M -$35.9K -466 -1%
PNC
382
Park National Corp
Ohio
$2.6M -$695K -9,021 -21%
FBT
383
First Bankers Trust
Kentucky
$2.58M -$53.9K -700 -2%
Truist Financial
384
Truist Financial
North Carolina
$2.57M -$7.86K -102 -0.3%
Brown Advisory
385
Brown Advisory
Maryland
$2.53M -$52.6K -683 -2%
NLI
386
Nippon Life Insurance
Japan
$2.51M -$21.3K -276 -0.8%
M&T Bank
387
M&T Bank
New York
$2.5M -$871K -11,299 -26%
RG
388
Renaissance Group
Kentucky
$2.49M +$2.49M +32,264 New
MPAM
389
Murphy Pohlad Asset Management
Minnesota
$2.48M – – –
SLI
390
Sumitomo Life Insurance
Japan
$2.45M -$207K -2,681 -8%
SIM
391
Spark Investment Management
New York
$2.44M – – –
BOH
392
Bank of Hawaii
Hawaii
$2.43M +$365K +4,735 +18%
Mirae Asset Global Investments
393
Mirae Asset Global Investments
South Korea
$2.39M -$885K -11,484 -27%
AF
394
Aldebaran Financial
$2.37M -$127K -1,649 -5%
FVCM
395
F&V Capital Management
Florida
$2.35M -$25.4K -330 -1%
Flossbach Von Storch
396
Flossbach Von Storch
Germany
$2.31M – – –
BACM
397
Blue Arrow Capital Management
New York
$2.3M +$2.3M +29,897 New
AHC
398
Adell Harriman & Carpenter
Texas
$2.29M -$26K -338 -1%
WJA
399
Williams Jones & Associates
New York
$2.28M -$31.7M -410,970 -93%
ClearBridge Investments
400
ClearBridge Investments
New York
$2.28M +$337K +4,369 +17%
14 15
16
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