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Phillips 66
PSX

Overview Fund Activity

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.39B
2
GCM
2
Glenview Capital Management
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$368M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$663M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$201M
2
WRF
2
Waddell & Reed Financial
Kansas
$779M
3
State Street
3
State Street
Massachusetts
$2.02B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$792M
5
BIT
5
BlackRock Institutional Trust
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1101
Wedge Capital Management
North Carolina
– -$409K -5,200 Closed
SAM
1102
Sentinel Asset Management
Vermont
– -$409K -5,200 Closed
KB
1103
Kimelman & Baird
New York
– -$396K -5,040 Closed
LPC
1104
Loeb Partners Corp
New York
– -$351K -4,462 Closed
Group One Trading
1105
Group One Trading
Illinois
– -$339K -4,311 Closed
BHA
1106
Beech Hill Advisors
New York
– -$285K -3,630 Closed
CC
1107
Cognios Capital
Kansas
– -$282K -3,595 Closed
MSS
1108
Mitchell Sinkler & Starr
Pennsylvania
– -$267K -3,400 Closed
SEC
1109
Seven Eight Capital
New York
– -$243K -3,096 Closed
Verition Fund Management
1110
Verition Fund Management
Connecticut
– -$223K -2,840 Closed
EA
1111
Emerald Advisers
Pennsylvania
– -$229K -2,806 Closed
WPC
1112
Waters Parkerson & Co
Louisiana
– -$211K -2,687 Closed
DFIM
1113
Detwiler Fenton Investment Management
Massachusetts
– -$211K -2,685 Closed
FDS
1114
First Dallas Securities
Texas
– -$207K -2,639 Closed
HB
1115
Homrich & Berg
Georgia
– -$204K -2,593 Closed
ZIM
1116
Zacks Investment Management
Illinois
– -$202K -2,564 Closed
PHK
1117
Point72 Hong Kong
Hong Kong
– -$196K -2,496 Closed
TRCT
1118
Tower Research Capital (TRC)
New York
– -$84K -1,067 Closed
IC
1119
Intersect Capital
California
– -$83K -1,045 Closed
WP
1120
WealthPLAN Partners
Nebraska
– -$22K -283 Closed
FPFS
1121
First Personal Financial Services
North Carolina
– -$12K -140 Closed
AA
1122
Apriem Advisors
California
– -$8K -100 Closed
Lazard Asset Management
1123
Lazard Asset Management
New York
– -$4K -60 Closed
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