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Phillips 66
PSX

Overview Fund Activity

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.79B
2
GCM
Glenview Capital Management
New York
+$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.6M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$256M
2
WRF
Waddell & Reed Financial
Kansas
-$125M
3
State Street
State Street
Massachusetts
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$86.9M
5
BIT
BlackRock Institutional Trust
California
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
376
Liberty Mutual Group Asset Management
Massachusetts
$2.54M -$997K -12,373 -28%
LK
377
Lumbard & Kellner
New Hampshire
$2.52M +$37.5K +465 +2%
SLI
378
Sumitomo Life Insurance
Japan
$2.51M -$311K -3,855 -11%
CCT
379
Country Club Trust
Missouri
$2.47M +$12.7K +158 +0.5%
NB
380
Norinchukin Bank
Japan
$2.47M -$1.71M -21,191 -41%
BF
381
BOK Financial
Oklahoma
$2.46M -$915K -11,353 -27%
SA
382
Strategic Advisors
New York
$2.46M +$1.69M +21,002 +220%
AIP
383
Ameritas Investment Partners
Nebraska
$2.44M – – –
MC
384
Mathes Company
New York
$2.43M +$2.43M +30,105 New
VAS
385
VR Advisory Services
Cayman Islands
$2.42M +$2.42M +30,000 New
IIM
386
Intact Investment Management
Quebec, Canada
$2.42M +$588K +7,300 +32%
RG
387
Renaissance Group
Kentucky
$2.4M -$4.03K -50 -0.2%
TCA
388
Tortoise Capital Advisors
Kansas
$2.39M -$11K -137 -0.5%
Nomura Holdings
389
Nomura Holdings
Japan
$2.38M +$2.15M +26,584 +935%
CNB
390
City National Bank
California
$2.36M +$349K +4,326 +17%
PIM
391
Penobscot Investment Management
Massachusetts
$2.36M +$232K +2,875 +11%
RJFSA
392
Raymond James Financial Services Advisors
Florida
$2.35M +$1.47M +18,222 +166%
GAM
393
Garrison Asset Management
Arkansas
$2.34M -$16.2K -201 -0.7%
MPAM
394
Murphy Pohlad Asset Management
Minnesota
$2.34M +$46.7K +580 +2%
HPIA
395
Hamilton Point Investment Advisors
North Carolina
$2.33M +$38.3K +475 +2%
NLI
396
Nippon Life Insurance
Japan
$2.32M -$173K -2,142 -7%
DY
397
Dowling & Yahnke
California
$2.32M -$1.13K -14 -0%
FCI
398
Financial Counselors Inc
Kansas
$2.31M +$203K +2,522 +10%
KIG
399
Kessler Investment Group
Indiana
$2.31M +$38.5K +478 +2%
TCM
400
Tradition Capital Management
New Jersey
$2.31M +$122K +1,515 +6%
14 15
16
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