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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$673M
2
Norges Bank
2
Norges Bank
Norway
$725M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$800M
5
Boston Partners
5
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$646M
4
EVM
4
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
5
Ameriprise
Minnesota
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$332M 4,125,956 -1,463,192 -26%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$330M 4,103,640 -314,619 -7%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$319M 3,965,702 +3,128,461 +374%
Deutsche Bank
29
Deutsche Bank
Germany
$294M 3,651,176 +234,210 +7%
JHIU
30
Janus Henderson Investors US
Colorado
$281M 3,491,312 +795,411 +30%
RP
31
RR Partners
New York
$272M 3,382,750 +17,000 +0.5%
Legal & General Group
32
Legal & General Group
United Kingdom
$220M 2,732,627 -126,350 -4%
Prudential Financial
33
Prudential Financial
New Jersey
$219M 2,720,931 +3,310 +0.1%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$206M 2,564,932 -961,872 -27%
Bank of America
35
Bank of America
North Carolina
$200M 2,487,307 -590,052 -19%
Aristotle Capital Management
36
Aristotle Capital Management
California
$197M 2,449,962 -55,613 -2%
GCM
37
Glenview Capital Management
New York
$196M 2,432,481 – –
AQR Capital Management
38
AQR Capital Management
Connecticut
$195M 2,426,676 +512,100 +27%
UBS AM
39
UBS AM
Illinois
$170M 2,110,044 +42,777 +2%
BIM
40
BlackRock Investment Management
Delaware
$169M 2,106,369 +241,597 +13%
Jennison Associates
41
Jennison Associates
New York
$162M 2,014,717 +6,254 +0.3%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$162M 2,011,850 -62,278 -3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$157M 1,955,875 -79,328 -4%
Goldman Sachs
44
Goldman Sachs
New York
$157M 1,948,080 -791,034 -29%
VanEck Associates
45
VanEck Associates
New York
$147M 1,830,691 -501,331 -21%
EVM
46
Eaton Vance Management
Massachusetts
$147M 1,830,079 -2,012,613 -52%
Charles Schwab
47
Charles Schwab
California
$144M 1,789,597 -69,909 -4%
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$137M 1,706,496 -763,700 -31%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$135M 1,674,364 -54,900 -3%
Citigroup
50
Citigroup
New York
$134M 1,669,009 +1,172,683 +236%
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