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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B 28,868,399 +98,774 +0.3%
State Street
2
State Street
Massachusetts
$1.98B 25,648,017 -38,443 -0.1%
BIT
3
BlackRock Institutional Trust
California
$1.18B 15,339,920 -1,136,558 -7%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B 15,102,862 -3,523,747 -19%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.08B 14,021,714 +284,870 +2%
WRF
6
Waddell & Reed Financial
Kansas
$1.04B 13,493,931 +796,955 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$799M 10,367,551 +156,777 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$788M 10,224,359 -4,113,434 -29%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$751M 9,741,303 -17,422,615 -64%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$723M 9,387,193 +2,864,875 +44%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$647M 8,390,802 -2,593,578 -24%
Boston Partners
12
Boston Partners
Massachusetts
$609M 7,906,306 +899,377 +13%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$583M 7,562,604 +608,987 +9%
Northern Trust
14
Northern Trust
Illinois
$565M 7,336,847 -456,039 -6%
BFA
15
BlackRock Fund Advisors
California
$523M 6,784,712 -37,644 -0.6%
Wells Fargo
16
Wells Fargo
California
$499M 6,476,969 +174,100 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$431M 5,592,312 +11,836 +0.2%
Ameriprise
18
Ameriprise
Minnesota
$431M 5,589,148 -114,800 -2%
BG
19
BlackRock Group
United Kingdom
$427M 5,538,566 -179,279 -3%
BA
20
BlackRock Advisors
Delaware
$369M 4,790,762 -128,460 -3%
Norges Bank
21
Norges Bank
Norway
$367M 4,765,452 -25,615 -0.5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$340M 4,418,259 -14,000 -0.3%
Morgan Stanley
23
Morgan Stanley
New York
$337M 4,371,473 +1,275,276 +41%
TCIM
24
TIAA CREF Investment Management
New York
$329M 4,275,560 +610,793 +17%
LSV Asset Management
25
LSV Asset Management
Illinois
$313M 4,065,051 -92,269 -2%
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