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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 %
IC
701
InterOcean Capital
Illinois
$489K +$49.2K +626 +11%
FNB
702
First Niagara Bank
New York
$488K +$27.3K +347 +6%
NCMW
703
Northern Capital Management (Wisconsin)
Wisconsin
$484K +$17.8K +227 +4%
JC
704
Jacobs & Co
California
$483K -$109K -1,389 -18%
FTIOP
705
Fiduciary Trust International of Pennsylvania
Pennsylvania
$481K -$40.4K -514 -8%
NPIT
706
National Penn Investors Trust
Pennsylvania
$478K -$6.68K -85 -1%
SCM
707
Southport Capital Management
Tennessee
$478K – – –
TCM
708
Twin Capital Management
Pennsylvania
$477K +$102K +1,300 +27%
BCB
709
Brian C. Broderick
$475K – – –
CA
710
CapWealth Advisors
Tennessee
$474K -$14.6K -185 -3%
OAC
711
OMERS Administration Corp
Ontario, Canada
$472K +$472K +6,000 New
NIMI
712
Natixis Investment Managers International
France
$470K +$21.5K +273 +5%
REMPR
713
Roof Eidam Maycock Peralta (REMP)
California
$465K – – –
MRCM
714
M&R Capital Management
New Jersey
$459K -$26.3K -335 -5%
ICAS
715
Investors Capital Advisory Services
Massachusetts
$457K +$101K +1,289 +28%
HHGA
716
Halbert Hargrove Global Advisors
California
$456K +$69.2K +880 +18%
BUB
717
BBVA USA Bancshares
Texas
$455K -$47.1K -600 -9%
AAM
718
Azzad Asset Management
Virginia
$455K +$455K +5,784 New
PVWM
719
Point View Wealth Management
New Jersey
$453K -$8.34K -106 -2%
BB
720
Bell Bank
North Dakota
$451K -$1.97K -25 -0.4%
DWA
721
Douglass Winthrop Advisors
New York
$447K -$3.38K -43 -0.8%
TFF
722
Timothy F. Fidgeon
$443K +$216K +2,750 +95%
JWM
723
Jacobus Wealth Management
Wisconsin
$442K +$11.7K +160 +3%
PIA
724
Peachtree Investment Advisors
Georgia
$440K – – –
MTIM
725
Marathon Trading Investment Management
Pennsylvania
$440K +$440K +5,600 New
27 28
29
30 31