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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 %
DY
401
Dowling & Yahnke
California
$2.26M +$32.3K +411 +1%
ID
402
Integral Derivatives
New York
$2.26M -$1.17M -14,900 -34%
MPAM
403
Murphy Pohlad Asset Management
Minnesota
$2.24M +$18.1K +230 +0.8%
HPIA
404
Hamilton Point Investment Advisors
North Carolina
$2.23M +$77.8K +990 +4%
KIG
405
Kessler Investment Group
Indiana
$2.21M +$65.2K +829 +3%
1GA
406
1st Global Advisors
Texas
$2.2M +$356K +4,532 +19%
DVM
407
Dreman Value Management
Florida
$2.18M +$230K +2,928 +12%
MPI
408
Mairs & Power Inc
Minnesota
$2.16M -$41.3K -525 -2%
PP
409
Palladium Partners
Virginia
$2.15M -$33.4K -425 -2%
TCM
410
Tradition Capital Management
New Jersey
$2.13M -$23.6K -300 -1%
CCM
411
Coldstream Capital Management
Washington
$2.1M +$71.4K +909 +4%
EWM
412
Evercore Wealth Management
New York
$2.09M -$127K -1,616 -6%
PIM
413
Penobscot Investment Management
Massachusetts
$2.08M +$61.5K +782 +3%
FCI
414
Financial Counselors Inc
Kansas
$2.06M -$177K -2,253 -8%
AF
415
Aldebaran Financial
$2.05M +$69.9K +889 +4%
DL
416
Delta Lloyd
Netherlands
$2.03M +$34.1K +434 +2%
PI
417
PineBridge Investments
New York
$2M +$65.9K +838 +3%
QT
418
Quantbot Technologies
New York
$2M +$1.53M +19,494 +330%
PP
419
Paloma Partners
Connecticut
$1.97M +$992K +12,617 +101%
CNB
420
City National Bank
California
$1.97M -$67.5K -859 -3%
CAM
421
Carret Asset Management
New York
$1.96M -$82.5K -1,050 -4%
EFS
422
Essex Financial Services
Connecticut
$1.96M +$39.1K +498 +2%
BSB
423
Bangor Savings Bank
Maine
$1.93M +$82.1K +1,045 +4%
EOCM
424
Energy Opportunities Capital Management
Texas
$1.91M +$11.8K +150 +0.6%
VFA
425
Voya Financial Advisors
Connecticut
$1.89M +$1.89M +23,740 New
15 16
17
18 19