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Phillips 66
PSX

Overview Fund Activity

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.39B
2
GCM
Glenview Capital Management
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$368M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$663M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$201M
2
WRF
Waddell & Reed Financial
Kansas
$779M
3
State Street
State Street
Massachusetts
$2.02B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$792M
5
BIT
BlackRock Institutional Trust
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
151
National Pension Service
South Korea
$19.2M +$2.7M +33,471 +16%
Federated Hermes
152
Federated Hermes
Pennsylvania
$18.9M +$1.98M +24,610 +12%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$18.6M -$7.33M -91,028 -28%
RJA
154
Raymond James & Associates
Florida
$18.5M +$4.37M +54,298 +31%
SC
155
Saturna Capital
Washington
$18.1M – – –
AG
156
Aperio Group
California
$17.8M +$2.73M +33,835 +18%
SCM
157
SKBA Capital Management
California
$17.7M -$3.61M -44,800 -17%
TSU
158
TD Securities (USA)
New York
$17.7M +$1.97M +24,395 +12%
GF
159
Gabelli Funds
New York
$17.4M +$338K +4,200 +2%
AI
160
Analytic Investors
California
$17.3M -$5.42M -67,315 -24%
GH
161
GAM Holding
Switzerland
$17.2M -$102K -1,265 -0.6%
IGIM
162
I.G. Investment Management
Manitoba, Canada
$17.1M -$10.1M -125,200 -37%
KBC Group
163
KBC Group
Belgium
$17M +$1.77M +22,028 +12%
SOMRS
164
State of Michigan Retirement System
Michigan
$16.9M +$48.3K +600 +0.3%
EA
165
Euclid Advisors
Connecticut
$16.6M -$13.1M -162,245 -44%
AAM
166
Aberdeen Asset Management
United Kingdom
$16.3M -$707K -8,771 -4%
TPSF
167
Texas Permanent School Fund
Texas
$15.9M -$485K -6,025 -3%
CIA
168
CCM Investment Advisers
South Carolina
$15.8M +$2.88M +35,798 +22%
Nordea Investment Management
169
Nordea Investment Management
Sweden
$15.7M -$504K -6,260 -3%
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$15.6M -$8.06K -100 -0.1%
DDPIC
171
Deroy & Devereaux Private Investment Counsel
Michigan
$15.5M -$460K -5,709 -3%
FIM
172
Frontier Investment Management
Texas
$15.4M +$188K +2,333 +1%
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$15.4M +$844K +10,474 +6%
AIA
174
Affinity Investment Advisors
California
$15.2M -$1.99M -24,729 -12%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15M -$161K -2,000 -1%
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