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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.

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
1
First Eagle Investment Management
New York
$407M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$612M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B
5
Wells Fargo
5
Wells Fargo
California
$593M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$416M
2
JHIU
2
Janus Henderson Investors US
Colorado
$281M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$984M
5
TCIM
5
TIAA CREF Investment Management
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
LG
1076
Leuthold Group
Minnesota
– – -63,339 Closed
Arrowstreet Capital
1077
Arrowstreet Capital
Massachusetts
– – -54,824 Closed
MCM
1078
Masters Capital Management
Georgia
– – -50,000 Closed
HT
1079
HAP Trading
New York
– – -49,346 Closed
Two Sigma Advisers
1080
Two Sigma Advisers
New York
– – -44,540 Closed
SAM
1081
Symphony Asset Management
California
– – -42,426 Closed
Fidelity International
1082
Fidelity International
Bermuda
– – -40,052 Closed
USGIU
1083
U.S. Global Investors (USGI)
Texas
– – -40,000 Closed
PCM
1084
Parsons Capital Management
Rhode Island
– – -39,065 Closed
CIA
1085
Covington Investment Advisors
Pennsylvania
– – -36,527 Closed
TIM
1086
TBP Investments Management
Texas
– – -32,736 Closed
BCM
1087
Bodri Capital Management
California
– – -30,000 Closed
UOC
1088
UBS O'Connor
Illinois
– – -26,998 Closed
EAM
1089
EverPoint Asset Management
Connecticut
– – -25,000 Closed
GG
1090
Greenwood Gearhart
Arkansas
– – -24,778 Closed
LP
1091
LMR Partners
United Kingdom
– – -18,779 Closed
ACI
1092
Advance Capital I
Michigan
– – -18,400 Closed
LMAM
1093
Legg Mason Asset Management
Japan
– – -15,050 Closed
BCM
1094
Bares Capital Management
Texas
– – -15,000 Closed
AIM
1095
abrdn Investment Management
United Kingdom
– – -13,116 Closed
Belvedere Trading
1096
Belvedere Trading
Illinois
– – -12,480 Closed
AGA
1097
Accuvest Global Advisors
Utah
– – -12,100 Closed
GC
1098
Guardian Capital
Ontario, Canada
– – -9,384 Closed
Rafferty Asset Management
1099
Rafferty Asset Management
New York
– – -8,507 Closed
GCP
1100
GSA Capital Partners
United Kingdom
– – -7,273 Closed
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44
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