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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$673M
2
Norges Bank
2
Norges Bank
Norway
$725M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$800M
5
Boston Partners
5
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$646M
4
EVM
4
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
5
Ameriprise
Minnesota
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$76.7M 953,752 -28,917 -3%
Credit Agricole
77
Credit Agricole
France
$76.3M 948,108 +31,912 +3%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$72.4M 899,536 -13,745 -2%
WT
79
Wilmington Trust
Delaware
$71.4M 888,147 -2,366 -0.3%
NIMC
80
NWQ Investment Management Company
California
$68.1M 846,439 -173,468 -17%
MTB
81
Mizuho Trust & Banking
Japan
$66.6M 828,347 +25,035 +3%
NRECA
82
National Rural Electric Cooperative Association
Virginia
$64M 795,550 – –
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$63.6M 790,942 -12,097 -2%
U
84
UBS
Switzerland
$63.3M 787,144 +293,824 +60%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$62.5M 776,491 -7,294 -0.9%
GIA
86
Gateway Investment Advisers
Ohio
$57.6M 715,703 -7,293 -1%
KeyBank National Association
87
KeyBank National Association
Ohio
$57.3M 712,341 -51,248 -7%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$55.2M 686,224 +32,839 +5%
N
89
Natixis
France
$54.6M 678,665 -291,335 -30%
Principal Financial Group
90
Principal Financial Group
Iowa
$54.2M 674,478 +674,478 New
AII
91
AGF Investments Inc
Ontario, Canada
$54.2M 673,823 -88,325 -12%
First Trust Advisors
92
First Trust Advisors
Illinois
$54M 670,995 +90,351 +16%
BJ
93
BlackRock Japan
Japan
$53.2M 661,220 -166,967 -20%
AAMU
94
Amundi Asset Management US
Massachusetts
$53M 659,465 +3,678 +0.6%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$53M 659,413 +8,182 +1%
PAM
96
Panagora Asset Management
Massachusetts
$51.6M 641,630 -6,854 -1%
RCM
97
Riverhead Capital Management
Delaware
$50.4M 626,664 +146,385 +30%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.9M 582,680 -6,177 -1%
Swiss National Bank
99
Swiss National Bank
Switzerland
$46.1M 572,714 +20,700 +4%
HFA
100
Harvest Fund Advisors
Pennsylvania
$44.9M 558,188 +558,188 New
2 3
4
5 6