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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 %
O
126
OppenheimerFunds
New York
$32.9M 404,527 -19,460 -5%
TBC
127
Tweedy, Browne Co
Connecticut
$32.7M 402,732 -1,579 -0.4%
PP
128
Prudential plc
United Kingdom
$31.2M 383,993 -3,700 -1%
Schroder Investment Management Group
129
Schroder Investment Management Group
United Kingdom
$30.3M 372,753 +52,950 +17%
SO
130
STRS Ohio
Ohio
$29.2M 359,378 – –
Allianz Asset Management
131
Allianz Asset Management
Germany
$28.9M 355,666 -17,675 -5%
BCM
132
Becker Capital Management
Oregon
$28.7M 352,970 +55,360 +19%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$28.5M 350,371 -2,698 -0.8%
PHAM
134
Pacific Heights Asset Management
California
$28.5M 350,000 -50,000 -13%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$28.5M 350,000 – –
Canada Life
136
Canada Life
Manitoba, Canada
$28.3M 346,639 -1,395 -0.4%
ARC
137
Absolute Return Capital
Massachusetts
$28M 344,670 +23,597 +7%
VBCP
138
Vollero Beach Capital Partners
New York
$28M 344,509 +344,509 New
AIP
139
ARS Investment Partners
New York
$27.6M 338,988 +2,580 +0.8%
ACM
140
Alta Capital Management
Utah
$27.2M 335,080 -991 -0.3%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$26.8M 329,614 -8,762 -3%
WIC
142
Wood Investment Counsel
Colorado
$26.5M 326,439 -2,507 -0.8%
NFA
143
Nationwide Fund Advisors
Ohio
$26.2M 322,591 -202,521 -39%
USAA
144
United Services Automobile Association
Texas
$26.1M 320,757 -11,134 -3%
CBOA
145
Commonwealth Bank of Australia
Australia
$25.9M 319,011 +156,710 +97%
VFM
146
Viking Fund Management
North Dakota
$25.8M 317,000 +35,000 +12%
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$25.2M 309,641 -12,800 -4%
FRM
148
Foundation Resource Management
Arkansas
$24.6M 302,985 -4,395 -1%
AAM
149
Aberdeen Asset Management
United Kingdom
$24.4M 300,460 -1,926 -0.6%
WM
150
WS Management
Florida
$24.4M 300,000 -69,737 -19%
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