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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
+$309M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$236M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$146M
5
Wells Fargo
Wells Fargo
California
+$116M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
JHIU
Janus Henderson Investors US
Colorado
-$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$101M
5
TCIM
TIAA CREF Investment Management
New York
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UF
376
Univest Financial
Pennsylvania
$2.75M +$230K +2,929 +9%
CPIM
377
Columbia Partners Investment Management
Virginia
$2.66M -$802K -10,207 -23%
TAM
378
Tocqueville Asset Management
New York
$2.65M +$1.8M +22,942 +212%
PSI
379
Pinnacle Summer Investments
Virginia
$2.65M +$706K +8,979 +36%
FBT
380
First Bankers Trust
Kentucky
$2.62M +$9.83K +125 +0.4%
KJHP
381
K.J. Harrison & Partners
Ontario, Canada
$2.59M +$2.59M +33,000 New
SIM
382
Spark Investment Management
New York
$2.58M +$935K +11,900 +57%
STI
383
Susquehanna Trust & Investment
Pennsylvania
$2.57M -$2.22M -28,280 -46%
LCP
384
Longbow Capital Partners
New York
$2.57M +$2.57M +32,703 New
Mirae Asset Global Investments
385
Mirae Asset Global Investments
South Korea
$2.57M +$542K +6,898 +27%
NRS
386
Neville Rodie & Shaw
New York
$2.53M -$2.91K -37 -0.1%
ATIA
387
American Trust Investment Advisors
New Hampshire
$2.52M +$2.52M +32,050 New
ST
388
Somerset Trust
Pennsylvania
$2.49M +$359K +4,566 +17%
AHC
389
Adell Harriman & Carpenter
Texas
$2.47M +$639K +8,125 +35%
VFS
390
VSR Financial Services
Kansas
$2.45M +$577K +7,334 +31%
NLI
391
Nippon Life Insurance
Japan
$2.43M -$59.3K -754 -2%
LK
392
Lumbard & Kellner
New Hampshire
$2.42M +$2.75K +35 +0.1%
CCT
393
Country Club Trust
Missouri
$2.4M +$17.9K +228 +0.8%
AIP
394
Ameritas Investment Partners
Nebraska
$2.38M -$1.54M -19,600 -39%
IB
395
Intrust Bank
Kansas
$2.36M +$154K +1,964 +7%
RG
396
Renaissance Group
Kentucky
$2.35M +$38.6K +491 +2%
TCA
397
Tortoise Capital Advisors
Kansas
$2.34M +$241K +3,064 +11%
FA
398
FDx Advisors
Illinois
$2.31M +$435K +5,524 +23%
GAM
399
Garrison Asset Management
Arkansas
$2.3M +$337K +4,283 +17%
DnB Asset Management
400
DnB Asset Management
Norway
$2.28M -$173K -2,200 -7%
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