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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 %
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$17.6M 227,751 -1,700 -0.7%
SC
177
Saturna Capital
Washington
$17.2M 223,379 +600 +0.3%
VBCP
178
Vollero Beach Capital Partners
New York
$17.2M 223,227 +223,227 New
American Century Companies
179
American Century Companies
Missouri
$16.8M 217,805 -957,607 -81%
ZDA
180
Zweig-DiMenna Associates
New York
$16.7M 216,840 +45,300 +26%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.6M 215,150 -7,800 -3%
GH
182
GAM Holding
Switzerland
$16.5M 214,466 -800 -0.4%
CA
183
Commerzbank Aktiengesellschaft
Germany
$15.9M 206,920 -117,987 -36%
SAM
184
Scopus Asset Management
New York
$15.9M 206,595 +134,095 +185%
CM
185
Corvex Management
New York
$15.4M 199,998 -887,400 -82%
FWCM
186
Ferguson Wellman Capital Management
Oregon
$15.3M 199,150 -4,645 -2%
CCM
187
Copeland Capital Management
Pennsylvania
$15.1M 196,390 +2,736 +1%
TSU
188
TD Securities (USA)
New York
$14.9M 192,835 -18,689 -9%
STC
189
SEI Trust Company
Pennsylvania
$14.6M 189,735 -4,649 -2%
DCM
190
Decade Capital Management
New York
$14.5M 188,634 +188,634 New
MLL
191
Moody Lynn & Lieberson
Massachusetts
$14.4M 187,440 +164,079 +702%
Mackenzie Financial
192
Mackenzie Financial
Ontario, Canada
$13.9M 180,793 +9,930 +6%
FIM
193
Frontier Investment Management
Texas
$13.7M 177,733 +29,496 +20%
AAF
194
Andra AP-fonden
Sweden
$13.6M 176,500 +80,000 +83%
FIM
195
Foresters Investment Management
New York
$13.5M 175,750 +700 +0.4%
KBC Group
196
KBC Group
Belgium
$13.3M 173,052 -10,990 -6%
Neuberger Berman Group
197
Neuberger Berman Group
New York
$13.3M 172,253 -15,633 -8%
T
198
Tahithromos
New York
$13M 168,405 -27,410 -14%
ASRS
199
Arizona State Retirement System
Arizona
$12.8M 166,058 -5,400 -3%
FAF
200
Fjarde Ap-fonden
Sweden
$12.6M 164,139 +4,294 +3%
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