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Phillips 66
PSX

Overview Fund Activity

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$1.44B
2
IAM
2
Iridian Asset Management
Connecticut
$310M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$919M
4
American Century Companies
4
American Century Companies
Missouri
$184M
5
WRF
5
Waddell & Reed Financial
Kansas
$634M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$252M
2
Norges Bank
2
Norges Bank
Norway
$356M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$6K
4
Prudential Financial
4
Prudential Financial
New Jersey
$99.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$763M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B 29,043,963 +252,022 +0.9%
State Street
2
State Street
Massachusetts
$2B 24,550,985 -1,132,273 -4%
ACM
3
Americafirst Capital Management
California
$1.44B 17,748 +17,748 New
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.28B 15,741,199 +483,234 +3%
BIT
5
BlackRock Institutional Trust
California
$1.2B 14,746,333 -128,912 -0.9%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.06B 13,078,446 -377,282 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$919M 11,303,132 +2,837,184 +34%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$845M 10,393,412 +444,800 +4%
Boston Partners
9
Boston Partners
Massachusetts
$801M 9,847,776 +258,419 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$763M 9,383,755 -1,493,605 -14%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$746M 9,170,750 -47,582 -0.5%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$727M 8,939,503 +911,156 +11%
WRF
13
Waddell & Reed Financial
Kansas
$634M 7,792,382 +1,496,823 +24%
Northern Trust
14
Northern Trust
Illinois
$566M 6,965,927 -314,089 -4%
BG
15
BlackRock Group
United Kingdom
$561M 6,902,142 +1,146,581 +20%
BFA
16
BlackRock Fund Advisors
California
$536M 6,587,545 -104,529 -2%
Wells Fargo
17
Wells Fargo
California
$509M 6,255,493 -164,393 -3%
Berkshire Hathaway
18
Berkshire Hathaway
Nebraska
$504M 6,202,400 -293,400 -5%
BA
19
BlackRock Advisors
Delaware
$472M 5,808,024 +169,744 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$425M 5,221,246 -316,272 -6%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$413M 5,080,989 +1,115,287 +28%
Capital World Investors
22
Capital World Investors
California
$411M 5,050,000 – –
LSV Asset Management
23
LSV Asset Management
Illinois
$368M 4,527,116 +171,800 +4%
JHIU
24
Janus Henderson Investors US
Colorado
$368M 4,521,171 +1,029,859 +29%
Norges Bank
25
Norges Bank
Norway
$356M 4,378,920 -4,632,470 -51%
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