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Phillips 66
PSX

Overview Fund Activity

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$30.3M 392,798 -28,700 -7%
PP
127
Prudential plc
United Kingdom
$30.2M 392,093 -10,700 -3%
GF
128
Gabelli Funds
New York
$29.1M 378,075 -42,700 -10%
SCA
129
SAC Capital Advisors
Connecticut
$29M 376,313 -257,488 -41%
CEP
130
Chicago Equity Partners
Illinois
$28.8M 373,794 +188,985 +102%
SCP
131
Seizert Capital Partners
Michigan
$28.7M 371,865 -64,189 -15%
LBG
132
Lloyds Banking Group
United Kingdom
$28.6M 371,365 -2,459 -0.7%
WM
133
WS Management
Florida
$28.4M 368,537 – –
ACI
134
AMP Capital Investors
Australia
$27.7M 361,741 +19,969 +6%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$27.6M 358,621 -13,443 -4%
CCMH
136
Cornerstone Capital Management Holdings
New York
$27.4M 356,089 +64,547 +22%
FQ
137
First Quadrant
California
$27.3M 353,961 +93,700 +36%
SONJCPFA
138
State of New Jersey Common Pension Fund A
New Jersey
$27M 350,000 -70,000 -17%
USAA
139
United Services Automobile Association
Texas
$26.9M 349,334 +10,796 +3%
PI
140
Putnam Investments
Massachusetts
$26.8M 348,416 -5,712 -2%
Canada Life
141
Canada Life
Manitoba, Canada
$26.6M 346,517 +22,422 +7%
AIP
142
ARS Investment Partners
New York
$26.5M 343,383 -7,534 -2%
QBFM
143
QS Batterymarch Financial Management
New York
$26.3M 341,661 +10,700 +3%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$26M 337,877 -4,884 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26M 337,250 -44,700 -12%
WIC
146
Wood Investment Counsel
Colorado
$25.9M 335,809 -560 -0.2%
ACM
147
Alta Capital Management
Utah
$25.5M 331,157 +13,235 +4%
ARC
148
Absolute Return Capital
Massachusetts
$24.7M 320,472 -521,061 -62%
PAMU
149
Pictet Asset Management (UK)
United Kingdom
$24.5M 317,641 -7,600 -2%
Franklin Resources
150
Franklin Resources
California
$24.4M 317,185 +2,998 +1%
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