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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 %
ZB
901
Zions Bancorporation
Utah
$208K +$208K +2,654 New
ED
902
Exane Derivatives
France
$208K -$204K -2,598 -50%
FDS
903
First Dallas Securities
Texas
$207K +$207K +2,639 New
TSW
904
Thompson Siegel & Walmsley
Virginia
$205K – – –
GW
905
GW & Wade
Massachusetts
$205K +$205K +2,609 New
Fuller & Thaler Asset Management
906
Fuller & Thaler Asset Management
California
$204K -$1.13M -14,400 -85%
HB
907
Homrich & Berg
Georgia
$204K -$30.4K -386 -13%
RMSCM
908
R.M. Sincerbeaux Capital Management
New York
$204K +$204K +2,600 New
AP
909
AHL Partners
United Kingdom
$203K +$203K +2,581 New
CWM
910
Cabot Wealth Management
Massachusetts
$203K +$203K +2,582 New
ZIM
911
Zacks Investment Management
Illinois
$202K -$30.9K -392 -13%
AFG
912
Albion Financial Group
Utah
$202K +$202K +2,566 New
YMRC
913
Yorktown Management & Research Company
Virginia
$200K +$200K +2,550 New
BAM
914
Bruderman Asset Management
New York
$198K +$198K +2,515 New
PHK
915
Point72 Hong Kong
Hong Kong
$196K -$336K -4,282 -63%
GLI
916
Guardian Life Insurance
New York
$187K -$61.1K -777 -25%
F
917
FolioMetrix
Nebraska
$185K – – –
BRWM
918
B. Riley Wealth Management
Tennessee
$182K -$19K -243 -9%
TNB
919
Thomasville National Bank
Georgia
$181K +$181K +2,307 New
BOK
920
Bank of Kentucky
Kentucky
$180K – – –
LWCFA
921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K -$1.58K -20 -0.9%
CLOS
922
Compagnie Lombard Odier SCmA
Switzerland
$172K -$101K -1,282 -37%
JIC
923
Joel Isaacson & Co
New York
$159K -$2.05K -26 -1%
RWA
924
Ropes Wealth Advisors
Massachusetts
$159K +$159K +2,019 New
FHA
925
First Horizon Advisors
Tennessee
$158K -$8.34K -106 -5%
35 36
37
38 39