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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.

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
1
First Eagle Investment Management
New York
$407M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$612M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B
5
Wells Fargo
5
Wells Fargo
California
$593M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$416M
2
JHIU
2
Janus Henderson Investors US
Colorado
$281M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$984M
5
TCIM
5
TIAA CREF Investment Management
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
NIMC
51
NWQ Investment Management Company
California
$106M 1,349,449 -10,060 -0.7%
PPA
52
Parametric Portfolio Associates
Washington
$102M 1,294,925 -105,018 -8%
CS
53
Credit Suisse
Switzerland
$101M 1,289,849 -90,245 -7%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$99.9M 1,272,352 +381,634 +43%
KACA
55
Kayne Anderson Capital Advisors
California
$99M 1,260,100 -302,800 -19%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$96.9M 1,233,259 -1,339,964 -52%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$91.4M 1,162,274 +20,136 +2%
Ameriprise
58
Ameriprise
Minnesota
$90.4M 1,150,581 -740,027 -39%
MAA
59
Managed Account Advisors
New Jersey
$90M 1,144,814 +48,447 +4%
AllianceBernstein
60
AllianceBernstein
Tennessee
$86.5M 1,100,477 -56,140 -5%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$83.5M 1,062,887 -38,541 -3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$83M 1,056,511 -17,604 -2%
M&T Bank
63
M&T Bank
New York
$74.6M 948,765 -6,655 -0.7%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$70.2M 893,066 -24,984 -3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$68.8M 875,319 -16,283 -2%
ATN
66
AMF Tjänstepension
Sweden
$67.8M 862,498 +304,605 +55%
Swiss National Bank
67
Swiss National Bank
Switzerland
$66.3M 843,214 +323,600 +62%
AL
68
AJO LP
Pennsylvania
$65.4M 832,680 -70,350 -8%
MTB
69
Mizuho Trust & Banking
Japan
$65M 827,444 +31,428 +4%
Ninety One (UK)
70
Ninety One (UK)
United Kingdom
$64.3M 818,318 +54,837 +7%
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$63.8M 812,000 -108,287 -12%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$63.4M 807,162 -11,760 -1%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$62.8M 799,267 -361,654 -31%
NRECA
74
National Rural Electric Cooperative Association
Virginia
$62.5M 795,550 – –
VanEck Associates
75
VanEck Associates
New York
$62.4M 794,182 +26,221 +3%
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