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Phillips 66
PSX

Overview Fund Activity

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.79B
2
GCM
Glenview Capital Management
New York
+$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.6M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$256M
2
WRF
Waddell & Reed Financial
Kansas
-$125M
3
State Street
State Street
Massachusetts
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$86.9M
5
BIT
BlackRock Institutional Trust
California
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
526
Matarin Capital Management
New York
$1.13M -$181K -2,241 -14%
BFA
527
Bragg Financial Advisors
North Carolina
$1.11M -$886 -11 -0.1%
QIM
528
Quantitative Investment Management
Virginia
$1.11M +$1.11M +13,800 New
Jones Financial Companies
529
Jones Financial Companies
Missouri
$1.1M -$29.2K -362 -3%
SPC
530
Sigma Planning Corp
Michigan
$1.1M +$10.8K +134 +1%
AAM
531
Advisors Asset Management
Colorado
$1.1M +$210K +2,613 +24%
ACM
532
Argyle Capital Management
Pennsylvania
$1.09M – – –
BPC
533
Banque Pictet & Cie
Switzerland
$1.09M +$201K +2,500 +23%
CC
534
ClearArc Capital
Ohio
$1.08M +$132K +1,640 +14%
MFS
535
MSI Financial Services
Massachusetts
$1.08M -$150K -1,861 -12%
SGA
536
Strategic Global Advisors
California
$1.06M +$195K +2,420 +22%
VAM
537
Visium Asset Management
New York
$1.06M +$835K +10,369 +370%
BBI
538
Baxter Bros Inc
Connecticut
$1.06M +$2.26K +28 +0.2%
PI
539
Putnam Investments
Massachusetts
$1.06M -$33.8M -418,821 -97%
GI
540
GAMCO Investors
Connecticut
$1.05M +$205K +2,539 +24%
FT
541
Fiduciary Trust
Massachusetts
$1.04M +$159K +1,978 +18%
ATC
542
Adirondack Trust Company
New York
$1.04M +$9.67K +120 +0.9%
FNBTCON
543
First National Bank & Trust Co of Newtown
Pennsylvania
$1.04M -$54.5K -677 -5%
SAM
544
Silvercrest Asset Management
New York
$1.03M +$69K +857 +7%
PWAP
545
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$319K +3,965 +46%
AMIM
546
Aull & Monroe Investment Management
Alabama
$1.01M -$35K -439 -3%
Macquarie Group
547
Macquarie Group
Australia
$1.01M +$1.61K +20 +0.2%
PGIM
548
Pacific Global Investment Management
California
$1.01M -$6.28K -78 -0.6%
BA
549
Bennicas & Associates
California
$1.01M +$346K +4,300 +52%
CCFCSB
550
Cape Cod Five Cents Savings Bank
Massachusetts
$1.01M +$242K +3,000 +32%
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