PSX icon

Phillips 66
PSX

Overview Fund Activity

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$1.44B
2
IAM
2
Iridian Asset Management
Connecticut
$310M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$919M
4
American Century Companies
4
American Century Companies
Missouri
$184M
5
WRF
5
Waddell & Reed Financial
Kansas
$634M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$252M
2
Norges Bank
2
Norges Bank
Norway
$356M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$6K
4
Prudential Financial
4
Prudential Financial
New Jersey
$99.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$763M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$337M 4,149,127 -653,701 -14%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$324M 3,984,468 -119,172 -3%
Ameriprise
28
Ameriprise
Minnesota
$318M 3,908,126 -217,830 -5%
Morgan Stanley
29
Morgan Stanley
New York
$311M 3,819,846 -1,061,957 -22%
IAM
30
Iridian Asset Management
Connecticut
$310M 3,814,500 +3,810,960 +107,654%
RP
31
RR Partners
New York
$275M 3,382,750 – –
Barclays
32
Barclays
United Kingdom
$252M 3,116,662 -5,293,977 -63%
AQR Capital Management
33
AQR Capital Management
Connecticut
$245M 3,015,130 +588,454 +24%
Aristotle Capital Management
34
Aristotle Capital Management
California
$223M 2,737,077 +287,115 +12%
Deutsche Bank
35
Deutsche Bank
Germany
$222M 2,730,691 -920,485 -25%
Legal & General Group
36
Legal & General Group
United Kingdom
$212M 2,601,522 -131,105 -5%
Bank of America
37
Bank of America
North Carolina
$194M 2,382,402 -104,905 -4%
SFM
38
Soros Fund Management
New York
$193M 2,373,582 +1,138,760 +92%
American Century Companies
39
American Century Companies
Missouri
$184M 2,268,895 +2,254,264 +15,407%
Jennison Associates
40
Jennison Associates
New York
$177M 2,182,369 +167,652 +8%
UBS AM
41
UBS AM
Illinois
$175M 2,152,308 +42,264 +2%
BIM
42
BlackRock Investment Management
Delaware
$171M 2,097,531 -8,838 -0.4%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$162M 1,998,144 +42,269 +2%
Fayez Sarofim & Co
44
Fayez Sarofim & Co
Texas
$160M 1,968,791 -43,059 -2%
Goldman Sachs
45
Goldman Sachs
New York
$141M 1,738,411 -209,669 -11%
VanEck Associates
46
VanEck Associates
New York
$139M 1,704,741 -125,950 -7%
Charles Schwab
47
Charles Schwab
California
$134M 1,649,680 -139,917 -8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$130M 1,595,994 -78,370 -5%
EVM
49
Eaton Vance Management
Massachusetts
$128M 1,573,060 -257,019 -14%
PPA
50
Parametric Portfolio Associates
Washington
$128M 1,570,271 -70,948 -4%
1
2
3 4 5