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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 %
SIG
701
Schooner Investment Group
Pennsylvania
$488K +$81.3K +1,000 +20%
BCB
702
Brian C. Broderick
$487K – – –
JC
703
Jacobs & Co
California
$486K -$9.02K -112 -2%
NCMW
704
Northern Capital Management (Wisconsin)
Wisconsin
$484K -$12.1K -150 -2%
OAC
705
OMERS Administration Corp
Ontario, Canada
$483K – – –
CWP
706
Capital Wealth Planning
Florida
$478K +$478K +5,930 New
Simplex Trading
707
Simplex Trading
Illinois
$478K +$478K +5,940 New
FNB
708
First Niagara Bank
New York
$477K -$23.4K -290 -5%
REMPR
709
Roof Eidam Maycock Peralta (REMP)
California
$476K – – –
HCM
710
Hollencrest Capital Management
California
$476K +$28.8K +358 +6%
CA
711
CapWealth Advisors
Tennessee
$475K -$10.9K -135 -2%
MRCM
712
M&R Capital Management
New Jersey
$470K – – –
PVWM
713
Point View Wealth Management
New Jersey
$468K +$4.35K +54 +0.9%
BUB
714
BBVA USA Bancshares
Texas
$466K -$806 -10 -0.2%
Acadian Asset Management
715
Acadian Asset Management
Massachusetts
$458K -$312K -3,881 -41%
FBNAT
716
FirstMerit Bank N.A. Trustee
Ohio
$455K -$81.4K -1,011 -15%
TFF
717
Timothy F. Fidgeon
$455K – – –
VKH
718
Virtu KCG Holdings
New York
$454K -$717K -8,903 -61%
MSU
719
Maple Securities USA
New Jersey
$453K +$453K +5,625 New
HHGA
720
Halbert Hargrove Global Advisors
California
$452K -$14.5K -180 -3%
PIA
721
Peachtree Investment Advisors
Georgia
$451K – – –
CAM
722
Cypress Asset Management
Texas
$451K +$7.98K +99 +2%
DWA
723
Douglass Winthrop Advisors
New York
$447K – – –
AIA
724
Avalon Investment & Advisory
Texas
$447K +$447K +5,549 New
NIMI
725
Natixis Investment Managers International
France
$443K -$37.9K -471 -8%
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