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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 %
NL
851
NWAM LLC
Washington
$249K +$1.96K +25 +0.8%
ATC
852
Argent Trust Co
Tennessee
$248K +$10.6K +134 +4%
NME
853
Notis-McConarty Edward
$247K – – –
KFS
854
Kurt F. Somerville
$247K – – –
PAG
855
Pinnacle Advisory Group
Maryland
$245K +$7.84K +100 +3%
SEC
856
Seven Eight Capital
New York
$243K +$39.2K +500 +19%
NFG
857
Next Financial Group
Texas
$242K -$12.7K -162 -5%
FI
858
FormulaFolio Investments
Michigan
$242K -$6.99K -89 -3%
KFC
859
Klingenstein Fields & Co
New York
$240K – – –
IA
860
IndexIQ Advisors
New York
$238K -$67.5K -861 -22%
WTB
861
Washington Trust Bank
Washington
$238K -$11.6K -147 -5%
AW
862
ACG Wealth
Georgia
$237K +$237K +3,021 New
MMPW
863
Mitchell McLeod Pugh & Williams
Alabama
$234K +$787 +10 +0.3%
CCM
864
Canal Capital Management
Virginia
$234K +$1.49K +19 +0.6%
CA
865
Capital Advantage
California
$234K +$234K +2,971 New
NB
866
NBT Bank
New York
$232K -$24.5K -312 -10%
BP
867
Ballentine Partners
Massachusetts
$232K +$232K +2,953 New
KL
868
KWMG LLC
Kansas
$230K – – –
EA
869
Emerald Advisers
Pennsylvania
$229K – – –
BTNA
870
Bremer Trust National Association
Minnesota
$229K +$229K +2,910 New
MTC
871
McDaniel Terry & Co
Texas
$228K – – –
PJSIMP
872
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K +$157 +2 +0.1%
Walleye Trading
873
Walleye Trading
New York
$226K -$1.37M -17,438 -86%
Nomura Holdings
874
Nomura Holdings
Japan
$224K -$4.23M -53,698 -95%
SIA
875
Stancorp Investment Advisers
Oregon
$224K -$21.2K -269 -9%
33 34
35
36 37