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Phillips 66
PSX

Overview Fund Activity

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M

Top Buyers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$407M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$612M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B
5
Wells Fargo
5
Wells Fargo
California
$593M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$416M
2
JHIU
2
Janus Henderson Investors US
Colorado
$281M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$984M
5
TCIM
5
TIAA CREF Investment Management
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
151
American International Group
New York
$21.4M 271,870 +45,942 +20%
ERSOT
152
Employees Retirement System of Texas
Texas
$21.3M 271,200 +173,200 +177%
SCM
153
SKBA Capital Management
California
$20.8M 264,556 -5,100 -2%
Millennium Management
154
Millennium Management
New York
$20.5M 260,494 +253,050 +3,399%
OWP
155
Obermeyer Wealth Partners
Colorado
$20.1M 256,032 -63,267 -20%
Franklin Resources
156
Franklin Resources
California
$20M 254,551 +11,444 +5%
Citadel Advisors
157
Citadel Advisors
Florida
$19.6M 249,348 +198,453 +390%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$19.2M 244,621 -4,420 -2%
CCP
159
Clough Capital Partners
Massachusetts
$18.2M 231,381 -519 -0.2%
Comerica Bank
160
Comerica Bank
Texas
$17.7M 225,616 -228,112 -50%
FQ
161
First Quadrant
California
$17.4M 221,850 +5,179 +2%
SC
162
Saturna Capital
Washington
$17.3M 224,572 +1,193 +0.5%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$17.2M 219,383 -85,192 -28%
GH
164
GAM Holding
Switzerland
$16.9M 214,466 +800 +0.4%
AIA
165
Affinity Investment Advisors
California
$16.8M 213,844 +213,844 New
GF
166
Gabelli Funds
New York
$16.7M 211,975 – –
AAM
167
Aberdeen Asset Management
United Kingdom
$16.6M 211,456 -18,445 -8%
SOMRS
168
State of Michigan Retirement System
Michigan
$16.5M 209,703 -18,300 -8%
Federated Hermes
169
Federated Hermes
Pennsylvania
$16.5M 209,490 +56,724 +37%
AIMCA
170
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.4M 208,700 +208,700 New
National Pension Service
171
National Pension Service
South Korea
$16.1M 204,599 +24,936 +14%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$16M 203,688 -94,166 -32%
TPSF
173
Texas Permanent School Fund
Texas
$16M 203,472 -7,006 -3%
Nordea Investment Management
174
Nordea Investment Management
Sweden
$15.8M 201,638 +1,279 +0.6%
PHAM
175
Pacific Heights Asset Management
California
$15.7M 200,000 – –
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