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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.

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 %
MAM
676
Martingale Asset Management
Massachusetts
$549K -$294K -3,737 -35%
CCS
677
Crosspoint Capital Strategies
California
$547K +$529K +6,737 +2,994%
PWP
678
Private Wealth Partners
California
$546K – – –
PWAG
679
Polaris Wealth Advisory Group
California
$544K +$544K +6,925 New
BCM
680
BTR Capital Management
California
$542K +$268K +3,405 +98%
NPC
681
National Planning Corporation
California
$541K -$198K -2,458 -27%
MIC
682
MU Investments Company
Japan
$541K -$80.4K -1,010 -13%
GF
683
Gerstein Fisher
New York
$539K -$5.89K -75 -1%
CB
684
Community Bank
New York
$536K – – –
CS
685
Comerica Securities
Michigan
$534K +$534K +6,788 New
CBB
686
Citizens Business Bank
California
$533K -$3.54K -45 -0.7%
MCM
687
MAI Capital Management
Ohio
$531K +$1.65K +21 +0.3%
WS
688
Wedbush Securities
California
$526K -$73.9K -941 -12%
WTC
689
WhitTier Trust Company
Nevada
$525K +$66.7K +850 +15%
FBNAT
690
FirstMerit Bank N.A. Trustee
Ohio
$524K -$53K -674 -9%
KFA
691
Kelleher Financial Advisors
New York
$524K -$40.7K -518 -7%
CCM
692
Covington Capital Management
California
$523K +$26.4K +336 +5%
WSFS
693
Wilmington Savings Fund Society
Delaware
$518K -$136K -1,731 -21%
Fisher Asset Management
694
Fisher Asset Management
Washington
$516K -$150K -1,901 -22%
SC
695
Searle & Co
Connecticut
$514K – – –
HRIA
696
Haberer Registered Investment Advisor
Ohio
$512K +$247K +3,140 +93%
BA
697
Boston Advisors
Massachusetts
$506K -$11.6K -148 -2%
CWM
698
Concert Wealth Management
California
$506K +$82.3K +1,264 +19%
1SB
699
1ST Source Bank
Indiana
$498K -$5.5K -70 -1%
CIC
700
Crawford Investment Counsel
Georgia
$495K +$111K +1,414 +29%
26 27
28
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