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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 %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$61.9M 803,039 -22,010 -3%
NRECA
77
National Rural Electric Cooperative Association
Virginia
$61.3M 795,550 – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$60.4M 783,785 -14,792 -2%
KeyBank National Association
79
KeyBank National Association
Ohio
$58.8M 763,589 -19,316 -2%
AII
80
AGF Investments Inc
Ontario, Canada
$58.7M 762,148 -116,054 -13%
GIA
81
Gateway Investment Advisers
Ohio
$55.7M 722,996 -2,060 -0.3%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$55.6M 722,145 -47,310 -6%
Allianz Asset Management
83
Allianz Asset Management
Germany
$55.2M 716,528 -94,404 -12%
WCM
84
Winton Capital Management
United Kingdom
$52.4M 679,933 +162,084 +31%
Barclays
85
Barclays
United Kingdom
$52M 675,610 -62,641 -8%
Millennium Management
86
Millennium Management
New York
$51.9M 673,724 +662,937 +6,146%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$51.6M 670,074 +127,142 +23%
SB
88
Suntrust Banks
Georgia
$51.6M 669,870 +280,117 +72%
Two Sigma Investments
89
Two Sigma Investments
New York
$50.7M 658,529 +197,352 +43%
AAMU
90
Amundi Asset Management US
Massachusetts
$50.5M 655,787 +3,567 +0.5%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$50.4M 653,385 +39,577 +6%
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$50.2M 651,231 -9,832 -1%
PAM
93
Panagora Asset Management
Massachusetts
$50M 648,484 +136,403 +27%
CANY
94
Caxton Associates (New York)
New York
$49.2M 638,280 -194,496 -23%
First Trust Advisors
95
First Trust Advisors
Illinois
$44.7M 580,644 +37,144 +7%
SG Americas Securities
96
SG Americas Securities
New York
$44.3M 574,917 +98,052 +21%
Ninety One (UK)
97
Ninety One (UK)
United Kingdom
$43.1M 558,737 +558,737 New
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$42.7M 554,302 -213,470 -28%
Swiss National Bank
99
Swiss National Bank
Switzerland
$42.5M 552,014 -66,500 -11%
Federated Hermes
100
Federated Hermes
Pennsylvania
$41.6M 540,397 -4,319 -0.8%
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4
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