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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 %
Verition Fund Management
876
Verition Fund Management
Connecticut
$223K +$223K +2,840 New
CC
877
Courier Capital
New York
$223K +$223K +2,843 New
MWP
878
Moller Wealth Partners
$222K – – –
CFSG
879
Community Financial Services Group
Vermont
$222K +$1.1K +14 +0.5%
BWM
880
Braver Wealth Management
Massachusetts
$221K – – –
SRAM
881
Stone Ridge Asset Management
New York
$220K -$7.86K -100 -3%
BIA
882
Barry Investment Advisors
Massachusetts
$220K +$1.02K +13 +0.5%
VAM
883
Visium Asset Management
New York
$220K +$220K +2,800 New
KIA
884
KCM Investment Advisors
California
$220K +$220K +2,800 New
BC
885
Banced Corp
Illinois
$219K -$68.3K -867 -24%
KA
886
Kovack Advisors
Florida
$219K +$219K +2,781 New
FB
887
Fulton Bank
Pennsylvania
$218K +$218K +2,774 New
IIM
888
Ipswich Investment Management
Massachusetts
$217K +$217K +2,765 New
FMLI
889
Fukoku Mutual Life Insurance
Japan
$216K -$2.31M -29,400 -91%
SRC
890
Shufro Rose & Co
New York
$216K +$216K +2,750 New
SCM
891
Sterling Capital Management
North Carolina
$216K +$216K +2,753 New
SCA
892
Salient Capital Advisors
Texas
$214K -$17.7K -225 -8%
GLRA
893
Gerald L. Ray & Associates
Texas
$214K +$214K +2,730 New
BMO
894
Beck Mack & Oliver
New York
$213K +$213K +2,709 New
ACM
895
Argent Capital Management
Missouri
$212K +$212K +2,700 New
BSW
896
Buckingham Strategic Wealth
Missouri
$212K +$212K +2,703 New
DFIM
897
Detwiler Fenton Investment Management
Massachusetts
$211K -$138K -1,760 -40%
WPC
898
Waters Parkerson & Co
Louisiana
$211K +$211K +2,687 New
PHIMC
899
Private Harbour Investment Management & Counsel
Ohio
$210K +$210K +2,666 New
BFIM
900
Beese Fulmer Investment Management
Ohio
$210K +$210K +2,673 New
34 35
36
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