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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 %
HIM
451
Harbour Investment Management
Washington
$1.65M -$103K -1,311 -6%
CCM
452
Copeland Capital Management
Pennsylvania
$1.65M +$73.4K +934 +5%
Bessemer Group
453
Bessemer Group
New Jersey
$1.65M -$218K -2,772 -12%
FPTW
454
Franklin, Parlapiano, Turner & Welch
Texas
$1.64M -$311K -3,957 -16%
FSC
455
Fiduciary Services Corp
Georgia
$1.64M +$59.7K +760 +4%
BIC
456
Beach Investment Counsel
Pennsylvania
$1.62M – – –
SCM
457
Shelton Capital Management
Colorado
$1.62M +$1.08M +13,749 +201%
MM
458
Midas Management
New York
$1.61M – – –
KCMRT
459
Kemper Corp Master Retirement Trust
Illinois
$1.61M – – –
FM
460
Foster & Motley
Ohio
$1.61M -$292K -3,713 -15%
BRWA
461
B. Riley Wealth Advisors
Florida
$1.6M +$378K +4,803 +31%
RWA
462
River Wealth Advisors
Pennsylvania
$1.59M +$1.59M +20,171 New
AC
463
Ascend Capital
California
$1.57M -$6.35M -80,782 -80%
AC
464
Argentiere Capital
Switzerland
$1.57M +$1.57M +20,000 New
NMIMC
465
Northwestern Mutual Investment Management Company
Wisconsin
$1.56M +$1.56M +19,904 New
HVIA
466
Hudson Valley Investment Advisors
New York
$1.55M +$41.3K +525 +3%
Two Sigma Investments
467
Two Sigma Investments
New York
$1.53M -$6.52M -82,994 -81%
GMIM
468
General Motors Investment Management
New York
$1.52M -$445K -5,657 -23%
BAM
469
Burnham Asset Management
New York
$1.51M +$7.86K +100 +0.5%
WBG
470
Wharton Business Group
Pennsylvania
$1.5M +$153K +1,943 +11%
First Manhattan
471
First Manhattan
New York
$1.5M -$110K -1,401 -7%
CFB
472
Cullen/Frost Bankers
Texas
$1.5M -$171K -2,180 -10%
PNC
473
Park National Corp
Ohio
$1.49M -$135K -1,714 -8%
CAN
474
Cetera Advisor Networks
California
$1.49M +$73.7K +935 +5%
SFS
475
Strategic Financial Services
New York
$1.49M -$8.81K -112 -0.6%
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