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Phillips 66
PSX

Overview Fund Activity

1,045 hedge funds and large institutions have $29.9B invested in Phillips 66 in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 368 increasing their positions, 431 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-24
Holders Change %
-2.25%
% of All Funds
29.21%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
60
Increased
368
Reduced
431
Closed
77
Calls
$507M
Puts
$281M
Net Calls
+$226M
Net Calls Change
+$301M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.72B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$248M
3
Bank of America
Bank of America
North Carolina
$259M
4
Morgan Stanley
Morgan Stanley
New York
$347M
5
Ameriprise
Ameriprise
Minnesota
$143M

Top Sellers

1
TP
Third Point
New York
$0
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$577M
4
State Street
State Street
Massachusetts
$1.76B
5
First Eagle Investment Management
First Eagle Investment Management
New York
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
126
Pictet Asset Management (UK)
United Kingdom
$22M -$1.21M -15,800 -5%
BCM
127
Becker Capital Management
Oregon
$21M -$5.14M -66,913 -20%
National Pension Service
128
National Pension Service
South Korea
$21M +$2.68M +34,928 +15%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$20.3M -$2.94M -38,302 -13%
Jacobs Levy Equity Management
130
Jacobs Levy Equity Management
New Jersey
$20.2M -$1.38M -17,930 -6%
ERSOT
131
Employees Retirement System of Texas
Texas
$20.1M -$722K -9,400 -3%
Axa
132
Axa
France
$19.9M +$7.31M +95,145 +58%
FRM
133
Foundation Resource Management
Arkansas
$19.8M -$273K -3,554 -1%
ACI
134
AMP Capital Investors
Australia
$19.8M -$2.23M -29,981 -10%
IA
135
Icon Advisers
Colorado
$19.6M +$791K +10,300 +4%
AG
136
Aperio Group
California
$19.4M +$2.35M +30,551 +14%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$19.2M +$670K +8,700 +4%
AIG
138
American International Group
New York
$18.9M -$2M -25,979 -10%
GT
139
Glenmede Trust
Pennsylvania
$18.7M -$27.5M -358,161 -60%
RJA
140
Raymond James & Associates
Florida
$18.1M +$475K +6,183 +3%
PP
141
Paloma Partners
Connecticut
$18M +$15M +195,765 +508%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$17.9M +$225K +2,934 +1%
SC
143
Saturna Capital
Washington
$17.3M – – –
GH
144
GAM Holding
Switzerland
$17.2M +$778K +10,126 +5%
SCM
145
SKBA Capital Management
California
$16.8M -$131K -1,700 -0.8%
GF
146
Gabelli Funds
New York
$16.7M +$53.8K +700 +0.3%
Los Angeles Capital Management
147
Los Angeles Capital Management
California
$16.6M -$7.15M -93,012 -30%
CIA
148
CCM Investment Advisers
South Carolina
$16.1M +$1.03M +13,469 +7%
MLM
149
Mount Lucas Management
Pennsylvania
$15.9M +$15.9M +207,494 New
AIA
150
Affinity Investment Advisors
California
$15.6M +$1.05M +13,683 +7%
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