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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
$2.39B
2
GCM
Glenview Capital Management
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$368M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$663M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$201M
2
WRF
Waddell & Reed Financial
Kansas
$779M
3
State Street
State Street
Massachusetts
$2.02B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$792M
5
BIT
BlackRock Institutional Trust
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
626
Crosspoint Capital Strategies
California
$712K +$151K +1,872 +27%
WAM
627
Weatherly Asset Management
California
$709K -$4.83K -60 -0.7%
AGM
628
Alpine Global Management
New York
$709K +$103K +1,278 +17%
MC
629
Moors & Cabot
Massachusetts
$702K +$3.29K +41 +0.5%
EDRAMF
630
Edmond de Rothschild Asset Management (France)
France
$701K +$701K +8,700 New
EDRH
631
Edmond de Rothschild Holding
Switzerland
$701K +$701K +8,700 New
Dodge & Cox
632
Dodge & Cox
California
$687K -$4.91K -61 -0.7%
FLPIM
633
F.L. Putnam Investment Management
Massachusetts
$683K +$683K +8,474 New
FFSOTS
634
Fiduciary Financial Services of The Southwest
Texas
$671K -$33.2K -412 -5%
CCMD
635
Cypress Capital Management (Delaware)
Delaware
$671K +$40.3K +500 +6%
PL
636
Perpetual Ltd
Australia
$668K -$32.2K -400 -5%
OA
637
Oxbow Advisors
Texas
$661K +$16.9K +210 +3%
CI
638
Cowen Inc
New York
$660K -$33.6K -417 -5%
CS
639
Cannell & Spears
New York
$660K -$967 -12 -0.1%
KS
640
Karpas Strategies
Connecticut
$654K – – –
AFIA
641
America First Investment Advisors
Nebraska
$637K -$11.3K -140 -2%
LOAMS
642
Lombard Odier Asset Management (Switzerland)
Switzerland
$632K +$313K +3,894 +98%
CSS
643
Cubist Systematic Strategies
Connecticut
$631K -$2.23M -27,665 -78%
MYLI
644
Meiji Yasuda Life Insurance
Japan
$631K +$56.4K +700 +10%
HCM
645
Herndon Capital Management
Georgia
$628K -$225K -2,791 -26%
SCVF
646
Small Cap Value Fund
Texas
$624K +$624K +7,746 New
AAA
647
Adams Asset Advisors
Texas
$624K +$624K +7,746 New
NPC
648
National Planning Corporation
California
$622K +$59.8K +715 +11%
BW
649
Bison Wealth
Georgia
$620K -$49.6K -616 -7%
PFS
650
Prospera Financial Services
Texas
$620K +$5.89K +75 +1%
24 25
26
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