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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 %
Nordea Investment Management
151
Nordea Investment Management
Sweden
$15.6M +$554K +7,205 +4%
Comerica Bank
152
Comerica Bank
Texas
$15.5M -$18M -233,804 -54%
IGIM
153
I.G. Investment Management
Manitoba, Canada
$15.5M -$747K -9,725 -5%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$15.5M +$13.2M +172,388 +590%
FIM
155
Frontier Investment Management
Texas
$15.4M +$733K +9,541 +5%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$15.4M +$746K +9,711 +5%
AWCI
157
Alpine Woods Capital Investors
New York
$15.4M +$8.41M +109,500 +121%
HNB
158
Huntington National Bank
Ohio
$15.2M +$2.34M +30,462 +18%
ASRS
159
Arizona State Retirement System
Arizona
$15.1M +$15.1M +196,087 New
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$15M +$163K +2,119 +1%
Neuberger Berman Group
161
Neuberger Berman Group
New York
$14.9M +$2.76M +35,931 +23%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$14.8M +$14.8M +192,961 New
DDPIC
163
Deroy & Devereaux Private Investment Counsel
Michigan
$14.7M -$39K -508 -0.3%
CAM
164
Cidel Asset Management
Ontario, Canada
$14.4M +$3.7M +48,087 +34%
Franklin Resources
165
Franklin Resources
California
$14.4M -$5.64M -73,358 -28%
CS
166
Candriam SCA
Luxembourg
$14.3M +$7.39M +96,172 +106%
AAM
167
Aberdeen Asset Management
United Kingdom
$14.2M -$1.34M -17,393 -9%
AI
168
Analytic Investors
California
$14M -$2.5M -32,497 -15%
PSUF
169
People's United Financial
Connecticut
$14M +$1.65M +21,430 +13%
RCM
170
Riverhead Capital Management
Delaware
$14M -$6.85M -89,133 -33%
Citadel Advisors
171
Citadel Advisors
Florida
$13.9M +$13.8M +180,082 +25,257%
Millennium Management
172
Millennium Management
New York
$13.7M +$13.4M +174,201 +3,959%
Stifel Financial
173
Stifel Financial
Missouri
$13.6M +$2.02M +26,236 +17%
FIM
174
Foresters Investment Management
New York
$13.6M – – –
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.4M +$231K +3,005 +2%
5 6
7
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