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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.

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
1
First Eagle Investment Management
New York
$407M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$612M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B
5
Wells Fargo
5
Wells Fargo
California
$593M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$416M
2
JHIU
2
Janus Henderson Investors US
Colorado
$281M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$984M
5
TCIM
5
TIAA CREF Investment Management
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
TP
26
Third Point
New York
$314M 4,000,000 -1,000,000 -20%
Capital World Investors
27
Capital World Investors
California
$306M 3,889,488 +39,488 +1%
JHIU
28
Janus Henderson Investors US
Colorado
$281M 3,571,416 -1,598,564 -31%
RP
29
RR Partners
New York
$258M 3,277,550 -105,200 -3%
TCIM
30
TIAA CREF Investment Management
New York
$220M 2,802,473 -1,166,759 -29%
Prudential Financial
31
Prudential Financial
New Jersey
$218M 2,767,451 +21,990 +0.8%
Aristotle Capital Management
32
Aristotle Capital Management
California
$216M 2,751,837 -78,065 -3%
Bank of America
33
Bank of America
North Carolina
$200M 2,538,261 +19,012 +0.8%
Legal & General Group
34
Legal & General Group
United Kingdom
$196M 2,489,214 -19,674 -0.8%
Invesco
35
Invesco
Georgia
$171M 2,173,761 +606,448 +39%
BIM
36
BlackRock Investment Management
Delaware
$168M 2,133,971 -5,536 -0.3%
Goldman Sachs
37
Goldman Sachs
New York
$167M 2,124,143 +164,263 +8%
EVM
38
Eaton Vance Management
Massachusetts
$158M 2,015,860 -21,933 -1%
UBS AM
39
UBS AM
Illinois
$150M 1,910,599 -261,188 -12%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$143M 1,815,419 +220,634 +14%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$140M 1,773,651 -106,686 -6%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$138M 1,982,758 – –
Charles Schwab
43
Charles Schwab
California
$137M 1,743,952 +78,738 +5%
AQR Capital Management
44
AQR Capital Management
Connecticut
$131M 1,667,804 -512,066 -23%
SBAM
45
Santa Barbara Asset Management
California
$125M 1,593,324 +84,910 +6%
BlackRock
46
BlackRock
New York
$124M 1,580,882 -33,203 -2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$123M 1,559,386 +75,536 +5%
APG Asset Management
48
APG Asset Management
Netherlands
$118M 1,501,825 -19,171 -1%
CA
49
Cortland Advisers
Delaware
$115M 1,464,724 – –
Jennison Associates
50
Jennison Associates
New York
$109M 1,380,716 -575,692 -29%
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