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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 %
Federated Hermes
101
Federated Hermes
Pennsylvania
$42.8M 532,059 -8,338 -2%
NFA
102
Nationwide Fund Advisors
Ohio
$42.2M 525,112 -2,447 -0.5%
TAM
103
Todd Asset Management
Kentucky
$42.1M 523,208 -8,642 -2%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$40.7M 506,490 -27,731 -5%
ACI
105
AMP Capital Investors
Australia
$40.3M 494,347 +132,606 +37%
US Bancorp
106
US Bancorp
Minnesota
$38.7M 481,136 +2,997 +0.6%
Millennium Management
107
Millennium Management
New York
$38.3M 476,581 -197,143 -29%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$37.3M 463,579 -16,000 -3%
PI
109
PGGM Investments
Netherlands
$36.7M 456,358 +17,213 +4%
AI
110
Analytic Investors
California
$36.5M 454,374 +58,427 +15%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$36M 447,287 -24,923 -5%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$35.7M 444,055 -10,999 -2%
NIM
113
NXG Investment Management
Texas
$35.3M 439,190 -20,671 -4%
Ninety One (UK)
114
Ninety One (UK)
United Kingdom
$34.7M 431,504 -127,233 -23%
ANRF
115
Adams Natural Resources Fund
Maryland
$34.7M 431,275 – –
SCP
116
Seizert Capital Partners
Michigan
$34.4M 427,754 +55,889 +15%
O
117
OppenheimerFunds
New York
$34.1M 423,987 -87,860 -17%
RFC
118
Regions Financial Corp
Alabama
$33.3M 414,351 -6,352 -2%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$32.7M 406,489 +399,208 +5,483%
TBC
120
Tweedy, Browne Co
Connecticut
$32.5M 404,311 -1,590 -0.4%
PHAM
121
Pacific Heights Asset Management
California
$32.2M 400,000 – –
PP
122
Prudential plc
United Kingdom
$31.2M 387,693 -4,400 -1%
BTS
123
BB&T Securities
Virginia
$31M 38,542 -1,037 -3%
Allianz Asset Management
124
Allianz Asset Management
Germany
$30M 373,341 -343,187 -48%
CEP
125
Chicago Equity Partners
Illinois
$29.8M 371,009 -2,785 -0.7%
3 4
5
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