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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 %
BCM
1026
BBT Capital Management
Texas
– – -65,000 Closed
SCM
1027
SIR Capital Management
New York
– – -60,600 Closed
SIS
1028
Sandell Investment Services
New York
– – -54,690 Closed
PRCM
1029
Pine River Capital Management
Minnesota
– – -44,290 Closed
SWITC
1030
Stewart West Indies Trading Company
Colorado
– – -32,500 Closed
HHC
1031
Hutchin Hill Capital
New York
– – -32,100 Closed
Jane Street
1032
Jane Street
New York
– – -28,646 Closed
PDN
1033
Pensionfund DSM Netherlands
Netherlands
– – -26,545 Closed
Westfield Capital Management
1034
Westfield Capital Management
Massachusetts
– – -22,190 Closed
SM
1035
Seminole Management
New York
– – -16,021 Closed
EMG
1036
Ellington Management Group
Connecticut
– – -10,200 Closed
PCA
1037
Private Capital Advisors
Connecticut
– – -10,200 Closed
OL
1038
Orbitronix LP
California
– – -10,000 Closed
VC
1039
Vestor Capital
Illinois
– – -9,507 Closed
Fiera Capital (Canada)
1040
Fiera Capital (Canada)
Quebec, Canada
– – -8,982 Closed
MCM
1041
Maple Capital Management
Vermont
– – -8,839 Closed
AA
1042
ALPS Advisors
Colorado
– – -8,650 Closed
NERM
1043
New England Research & Management
Illinois
– – -8,375 Closed
AL
1044
Airain Ltd
Guernsey
– – -7,587 Closed
Rafferty Asset Management
1045
Rafferty Asset Management
New York
– – -7,331 Closed
CCA
1046
Covey Capital Advisors
Georgia
– – -7,100 Closed
PAM
1047
Princeton Alpha Management
New Jersey
– – -5,804 Closed
PM
1048
Parametrica Management
Hong Kong
– – -5,511 Closed
TC
1049
TFS Capital
Pennsylvania
– – -5,208 Closed
ZCM
1050
Zebra Capital Management
Connecticut
– – -4,907 Closed
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