PSX icon

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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$416M
2
JHIU
Janus Henderson Investors US
Colorado
$281M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$96.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$984M
5
TCIM
TIAA CREF Investment Management
New York
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Bridgeway Capital Management
Texas
$15.6M +$7.2M +91,600 +86%
DDPIC
177
Deroy & Devereaux Private Investment Counsel
Michigan
$15.6M +$3.62M +46,017 +30%
TSU
178
TD Securities (USA)
New York
$15.3M -$1.17M -14,942 -7%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$15.2M -$668K -8,500 -4%
FIM
180
Frontier Investment Management
Texas
$15M +$1.32M +16,703 +10%
KBC Group
181
KBC Group
Belgium
$14.9M -$5.02M -63,859 -25%
Public Sector Pension Investment Board (PSP Investments)
182
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M +$98.1K +1,248 +0.7%
AIP
183
ARS Investment Partners
New York
$14.8M -$10.5M -133,958 -42%
AG
184
Aperio Group
California
$14.7M +$1.78M +22,620 +14%
WBC
185
Westpac Banking Corp
Australia
$14.7M -$21.4M -233,763 -59%
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$14.2M +$13.5M +171,763 +2,032%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14M -$3.46M -44,058 -20%
FIM
188
Foresters Investment Management
New York
$13.9M +$11.8K +150 +0.1%
CCMH
189
Cornerstone Capital Management Holdings
New York
$13.9M +$1.45M +18,446 +12%
RJA
190
Raymond James & Associates
Florida
$13.8M +$1.18M +14,963 +9%
SEI Investments
191
SEI Investments
Pennsylvania
$13.5M -$1.82M -23,114 -12%
OA
192
OFI Advisors
Pennsylvania
$13.2M -$1.77M -22,554 -12%
HighTower Advisors
193
HighTower Advisors
Illinois
$13M +$7.6M +98,552 +141%
PA
194
Pinnacle Associates
New York
$13M +$7.08M +90,140 +120%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$12.7M – – –
TG
196
TCW Group
California
$12.7M +$224K +2,853 +2%
CIA
197
CCM Investment Advisers
South Carolina
$12.6M -$2.56M -32,535 -17%
PSUF
198
People's United Financial
Connecticut
$12.5M +$1.61M +20,479 +15%
TH
199
TCTC Holdings
Texas
$12.2M -$39.3K -500 -0.3%
CBOA
200
Commonwealth Bank of Australia
Australia
$12.1M -$121K -1,536 -1%
6 7
8
9 10