PSX icon

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 %
PAG
476
Private Advisor Group
New Jersey
$1.48M -$88K -1,120 -6%
SCM
477
Snow Capital Management
Pennsylvania
$1.48M +$130K +1,650 +10%
RIL
478
Rothschild Investment LLC
Illinois
$1.47M +$6.29K +80 +0.4%
SI
479
Stephens Inc
Arkansas
$1.46M -$66.8K -850 -4%
AB
480
Amalgamated Bank
New York
$1.46M +$351K +4,461 +32%
ONB
481
Old National Bancorp
Indiana
$1.45M -$22.2K -282 -2%
BPBT
482
Boston Private Bank & Trust
Massachusetts
$1.45M +$52K +661 +4%
CCT
483
Chemung Canal Trust
New York
$1.45M +$70.2K +894 +5%
DC
484
Davenport & Co
Virginia
$1.43M -$5.9K -75 -0.4%
SWP
485
Stratos Wealth Partners
Ohio
$1.43M +$22K +278 +2%
HFS
486
HL Financial Services
Kentucky
$1.43M +$389K +4,952 +38%
JCM
487
Jasinkiewicz Capital Management
New Jersey
$1.42M +$1.42M +18,000 New
LJAC
488
L.J. Altfest & Co
New York
$1.4M +$25.2K +321 +2%
TYCC
489
Texas Yale Capital Corp
Florida
$1.39M – – –
MFIMFI
490
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.39M -$4.72K -60 -0.3%
EWA
491
Exencial Wealth Advisors
Oklahoma
$1.39M -$3.96K -50 -0.3%
TIA
492
Trust Investment Advisors
Indiana
$1.38M +$1.38M +17,605 New
LIA
493
LS Investment Advisors
Michigan
$1.38M +$350K +4,450 +34%
LCM
494
Logan Capital Management
Pennsylvania
$1.38M – – –
CA
495
Cornerstone Advisors
North Carolina
$1.37M – – –
Tudor Investment Corp
496
Tudor Investment Corp
Connecticut
$1.37M +$1,000K +12,720 +267%
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.37M -$172K -2,195 -11%
SAS
498
Spectrum Advisory Services
Georgia
$1.37M -$7.86K -100 -0.6%
RG
499
Rathbones Group
United Kingdom
$1.37M -$32.4K -412 -2%
NCM
500
Northside Capital Management
Oregon
$1.37M – – –
18 19
20
21 22