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Phillips 66
PSX

Overview Fund Activity

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$123M 1,600,160 -261,158 -14%
RFC
52
Russell Frank Company
Washington
$120M 1,473,945 +564,376 +62%
CA
53
Cortland Advisers
Delaware
$113M 1,464,724 – –
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$109M 1,413,571 -60,130 -4%
TA
55
Teachers Advisors
New York
$108M 1,404,718 +138,806 +11%
CLM
56
ClearBridge LLC (Maryland)
Maryland
$102M 1,328,754 -159,478 -11%
MAA
57
Managed Account Advisors
New Jersey
$101M 1,312,038 +2,803 +0.2%
SBAM
58
Santa Barbara Asset Management
California
$99.8M 1,295,525 -14,769 -1%
CS
59
Credit Suisse
Switzerland
$93.7M 1,216,408 -181,908 -13%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$92.7M 1,202,786 -74,698 -6%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$89.8M 1,165,322 -16,376 -1%
APG Asset Management
62
APG Asset Management
Netherlands
$82.7M 1,073,274 +68,262 +7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$82.4M 1,068,973 -52,200 -5%
GC
64
Guggenheim Capital
Illinois
$82.1M 1,065,184 -1,555 -0.1%
NIMC
65
NWQ Investment Management Company
California
$78.6M 1,019,907 -71,149 -7%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$76.3M 989,959 +613,500 +163%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$75.7M 982,669 -47,640 -5%
N
68
Natixis
France
$74.7M 970,000 +500,000 +106%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$72.6M 942,055 -68,486 -7%
Credit Agricole
70
Credit Agricole
France
$70.6M 916,196 +136,709 +18%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$70.4M 913,281 -134,916 -13%
WT
72
Wilmington Trust
Delaware
$68.6M 890,513 -1,831 -0.2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$64.5M 837,241 +110,650 +15%
BJ
74
BlackRock Japan
Japan
$63.8M 828,187 -10,051 -1%
MTB
75
Mizuho Trust & Banking
Japan
$61.9M 803,312 -21,278 -3%
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