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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 %
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$12.6M 163,210 +16,683 +11%
HIMCH
202
Hartford Investment Management Co (HIMCO)
Connecticut
$12.5M 162,266 -6,881 -4%
GIBU
203
Gulf International Bank (UK)
United Kingdom
$12.4M 161,327 -2,682 -2%
CC
204
Cambrian Capital
California
$12.3M 159,142 +35,900 +29%
AG
205
Aperio Group
California
$12.2M 158,003 +158,003 New
IGIM
206
I.G. Investment Management
Manitoba, Canada
$12.1M 157,036 -8,096 -5%
TH
207
TCTC Holdings
Texas
$12.1M 156,490 -3,050 -2%
CAM
208
Congress Asset Management
Massachusetts
$12M 155,220 -306 -0.2%
EIM
209
ExxonMobil Investment Management
Texas
$11.9M 153,894 -2,172 -1%
KCM
210
Kornitzer Capital Management
Kansas
$11.9M 153,808 -1,412 -0.9%
DDPIC
211
Deroy & Devereaux Private Investment Counsel
Michigan
$11.8M 152,898 +26,826 +21%
IRF
212
IBM Retirement Fund
New York
$11.7M 151,436 -95,783 -39%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.5M 149,182 -4,921 -3%
Royal London Asset Management
214
Royal London Asset Management
United Kingdom
$11.5M 137,244 -9,217 -6%
PG
215
PEAK6 Group
Illinois
$11.2M 145,553 +145,553 New
GT
216
Glenmede Trust
Pennsylvania
$11.1M 143,558 -5,249 -4%
MSA
217
Mason Street Advisors
Wisconsin
$10.9M 141,297 -2,110 -1%
OA
218
OFI Advisors
Pennsylvania
$10.9M 140,855 -9,149 -6%
ProShare Advisors
219
ProShare Advisors
Maryland
$10.7M 139,012 +1,083 +0.8%
SM
220
Stratton Management
Pennsylvania
$10.7M 138,889 +2,684 +2%
RJA
221
Raymond James & Associates
Florida
$10.4M 135,272 +11,091 +9%
B
222
Barings
North Carolina
$10M 130,174 +55,300 +74%
FCAM
223
F&C Asset Management
United Kingdom
$9.85M 127,777 +1,691 +1%
Nordea Investment Management
224
Nordea Investment Management
Sweden
$9.81M 127,268 +36,308 +40%
NAMA
225
Nikko Asset Management Americas
New York
$9.73M 126,000 -63,200 -33%
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