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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $28B invested in Phillips 66 in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 353 increasing their positions, 410 reducing their positions, and 98 closing their positions.

Holders
1,038
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
27.7%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.43%
New
124
Increased
353
Reduced
410
Closed
98
Calls
$464M
Puts
$272M
Net Calls
+$192M
Net Calls Change
+$57.9M

Top Buyers

1
TP
1
Third Point
New York
$359M
2
WRF
2
Waddell & Reed Financial
Kansas
$857M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$990M
4
State Street
4
State Street
Massachusetts
$1.95B
5
Deutsche Bank
5
Deutsche Bank
Germany
$361M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$185M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$344M
5
Barclays
5
Barclays
United Kingdom
$34.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$285M 3,969,232 -179,895 -4%
Capital World Investors
27
Capital World Investors
California
$276M 3,850,000 -1,200,000 -24%
Morgan Stanley
28
Morgan Stanley
New York
$245M 3,416,805 -403,041 -11%
RP
29
RR Partners
New York
$243M 3,382,750 – –
Aristotle Capital Management
30
Aristotle Capital Management
California
$203M 2,829,902 +92,825 +3%
Prudential Financial
31
Prudential Financial
New Jersey
$197M 2,745,461 +1,521,470 +124%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$185M 2,573,223 -10,505,223 -80%
Bank of America
33
Bank of America
North Carolina
$181M 2,519,249 +136,847 +6%
Legal & General Group
34
Legal & General Group
United Kingdom
$180M 2,508,888 -92,634 -4%
AQR Capital Management
35
AQR Capital Management
Connecticut
$156M 2,179,870 -835,260 -28%
UBS AM
36
UBS AM
Illinois
$156M 2,171,787 +19,479 +0.9%
BIM
37
BlackRock Investment Management
Delaware
$153M 2,139,507 +41,976 +2%
EVM
38
Eaton Vance Management
Massachusetts
$146M 2,037,793 +464,733 +30%
Goldman Sachs
39
Goldman Sachs
New York
$141M 1,959,880 +221,469 +13%
Jennison Associates
40
Jennison Associates
New York
$140M 1,956,408 -225,961 -10%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$138M 1,982,758 -15,386 -0.8%
Ameriprise
42
Ameriprise
Minnesota
$136M 1,890,608 -2,017,518 -52%
Fayez Sarofim & Co
43
Fayez Sarofim & Co
Texas
$135M 1,880,337 -88,454 -4%
Charles Schwab
44
Charles Schwab
California
$119M 1,665,214 +15,534 +0.9%
BlackRock
45
BlackRock
New York
$116M 1,614,085 +271,794 +20%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$114M 1,594,785 -1,209 -0.1%
Invesco
47
Invesco
Georgia
$112M 1,567,313 +188,474 +14%
KACA
48
Kayne Anderson Capital Advisors
California
$112M 1,562,900 +252,500 +19%
APG Asset Management
49
APG Asset Management
Netherlands
$109M 1,520,996 +71,079 +5%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$108M 1,483,850 -3,792 -0.3%
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