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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 %
PPSG
1101
Princeton Portfolio Strategies Group
New Jersey
– – -6,888 Closed
MIAN
1102
Mariner Independent Advisor Network
Kansas
– – -6,282 Closed
CIC
1103
Cornercap Investment Counsel
Georgia
– – -5,710 Closed
HCC
1104
Hirtle Callaghan & Co
Pennsylvania
– – -5,661 Closed
EPM
1105
Equitec Proprietary Markets
Illinois
– – -4,997 Closed
RT
1106
Reliance Trust
Georgia
– – -4,914 Closed
CWP
1107
Capital Wealth Planning
Florida
– – -4,714 Closed
EMG
1108
Ellington Management Group
Connecticut
– – -4,300 Closed
STIA
1109
Stone Toro Investment Advisers
New Jersey
– – -3,400 Closed
TC
1110
TradeLink Capital
Illinois
– – -3,327 Closed
NPF
1111
Norris Perne & French
Michigan
– – -3,182 Closed
BA
1112
Birinyi Associates
Connecticut
– – -3,066 Closed
NERM
1113
New England Research & Management
Illinois
– – -3,000 Closed
TWA
1114
TCI Wealth Advisors
Arizona
– – -2,987 Closed
MWAC
1115
Mariner Wealth Advisors (Cincinnati)
Ohio
– – -2,934 Closed
LI
1116
LMCG Investments
Massachusetts
– – -2,847 Closed
MIP
1117
Marietta Investment Partners
Wisconsin
– – -2,847 Closed
EIA
1118
Edgemoor Investment Advisors
Maryland
– – -2,816 Closed
AIM
1119
Acuity Investment Management
Ontario, Canada
– – -2,700 Closed
SSG
1120
Summit Securities Group
New York
– – -2,200 Closed
SC
1121
SRB Corp
Massachusetts
– – -1,861 Closed
JT
1122
Jump Trading
Illinois
– – -1,656 Closed
CL
1123
CSS LLC
Illinois
– – -1,616 Closed
Simplex Trading
1124
Simplex Trading
Illinois
– – -1,600 Closed
RBA
1125
Richard Bernstein Advisors
New York
– – -1,201 Closed
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