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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 %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$24.4M 293,172 -39,683 -12%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$24.2M 314,329 -62,537 -17%
Korea Investment Corp
153
Korea Investment Corp
South Korea
$24M 311,600 +44,700 +17%
BGIM
154
Brandywine Global Investment Management
Pennsylvania
$23.8M 309,410 +12,558 +4%
FRM
155
Foundation Resource Management
Arkansas
$23.8M 309,078 -10,091 -3%
Aviva
156
Aviva
United Kingdom
$23.3M 302,215 -13,765 -4%
Comerica Bank
157
Comerica Bank
Texas
$22.8M 296,350 -26,249 -8%
GLA
158
Great Lakes Advisors
Illinois
$22.5M 292,574 -13,455 -4%
TG
159
TCW Group
California
$22.5M 292,000 -4,400 -1%
BCM
160
Becker Capital Management
Oregon
$21.5M 278,415 -5,222 -2%
VFM
161
Viking Fund Management
North Dakota
$21M 272,000 +57,000 +27%
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.9M 271,100 +271,100 New
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$20.6M 267,691 -2,250 -0.8%
ZIM
164
Zacks Investment Management
Illinois
$20M 259,292 +20,200 +8%
TPSF
165
Texas Permanent School Fund
Texas
$19.9M 257,904 -19,699 -7%
AC
166
Allstate Corporation
Illinois
$19.7M 255,513 +94,463 +59%
RMDI
167
R.M. Davis Inc
Maine
$19.7M 255,062 +1,968 +0.8%
Asset Management One
168
Asset Management One
Japan
$19.6M 254,665 +126,858 +99%
WBC
169
Westpac Banking Corp
Australia
$19.3M 250,571 +59,169 +31%
MAM
170
Martingale Asset Management
Massachusetts
$19.3M 249,966 +75,277 +43%
AIG
171
American International Group
New York
$19.2M 249,505 +5,121 +2%
SOMRS
172
State of Michigan Retirement System
Michigan
$18.5M 239,803 -3,900 -2%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$18.5M 239,602 +22,389 +10%
QI
174
QS Investors
New York
$17.8M 230,894 +209,000 +955%
Nomura Holdings
175
Nomura Holdings
Japan
$17.8M 230,273 -220,514 -49%
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