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Phillips 66
PSX

Overview Fund Activity

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$1.44B
2
IAM
2
Iridian Asset Management
Connecticut
$310M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$919M
4
American Century Companies
4
American Century Companies
Missouri
$184M
5
WRF
5
Waddell & Reed Financial
Kansas
$634M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$252M
2
Norges Bank
2
Norges Bank
Norway
$356M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$6K
4
Prudential Financial
4
Prudential Financial
New Jersey
$99.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$763M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$48.9M 602,332 +415,522 +222%
First Trust Advisors
102
First Trust Advisors
Illinois
$48.9M 600,919 -70,076 -10%
HFA
103
Harvest Fund Advisors
Pennsylvania
$47.4M 582,699 +24,511 +4%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$46.5M 572,103 +65,613 +13%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$46.2M 568,449 +104,870 +23%
Swiss National Bank
106
Swiss National Bank
Switzerland
$44.6M 548,914 -23,800 -4%
Capital Fund Management (CFM)
107
Capital Fund Management (CFM)
France
$43.3M 532,552 +343,573 +182%
NIM
108
NXG Investment Management
Texas
$42.3M 520,494 +81,304 +19%
AC
109
Ascend Capital
California
$40.8M 501,220 +290,057 +137%
US Bancorp
110
US Bancorp
Minnesota
$38.8M 476,913 -4,223 -0.9%
Ninety One (UK)
111
Ninety One (UK)
United Kingdom
$38.5M 473,771 +42,267 +10%
PI
112
PGGM Investments
Netherlands
$38.3M 471,272 +14,914 +3%
AI
113
Analytic Investors
California
$37.8M 465,462 +11,088 +2%
ACI
114
AMP Capital Investors
Australia
$35.8M 437,194 -57,153 -12%
Credit Agricole
115
Credit Agricole
France
$35.7M 438,733 -509,375 -54%
ANRF
116
Adams Natural Resources Fund
Maryland
$35.1M 431,275 – –
BCIM
117
British Columbia Investment Management
British Columbia, Canada
$35M 430,226 -13,829 -3%
BGIM
118
Brandywine Global Investment Management
Pennsylvania
$35M 429,997 +74,104 +21%
SCP
119
Seizert Capital Partners
Michigan
$34.9M 428,980 +1,226 +0.3%
BTP
120
Bloom Tree Partners
New York
$34.2M 421,075 +421,075 New
GLA
121
Great Lakes Advisors
Illinois
$33.9M 417,239 +122,067 +41%
RFC
122
Regions Financial Corp
Alabama
$33.5M 412,164 -2,187 -0.5%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.4M 411,145 -36,142 -8%
WBC
124
Westpac Banking Corp
Australia
$33.4M 410,348 +83,269 +25%
BTS
125
BB&T Securities
Virginia
$33M 40,629 +2,087 +5%
3 4
5
6 7