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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $28B invested in Phillips 66 in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 353 increasing their positions, 410 reducing their positions, and 98 closing their positions.

Holders
1,038
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
27.7%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.43%
New
124
Increased
353
Reduced
410
Closed
98
Calls
$464M
Puts
$272M
Net Calls
+$192M
Net Calls Change
+$57.9M

Top Buyers

1
TP
1
Third Point
New York
$359M
2
WRF
2
Waddell & Reed Financial
Kansas
$857M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$990M
4
State Street
4
State Street
Massachusetts
$1.95B
5
Deutsche Bank
5
Deutsche Bank
Germany
$361M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$185M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$344M
5
Barclays
5
Barclays
United Kingdom
$34.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.14B 29,854,340 +810,377 +3%
State Street
2
State Street
Massachusetts
$1.95B 27,139,268 +2,588,283 +11%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.17B 16,277,796 +536,597 +3%
BIT
4
BlackRock Institutional Trust
California
$1.07B 14,979,032 +232,699 +2%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$990M 13,809,923 +3,416,511 +33%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$858M 11,971,701 +668,569 +6%
WRF
7
Waddell & Reed Financial
Kansas
$857M 11,955,671 +4,163,289 +53%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$780M 10,875,158 +1,704,408 +19%
Boston Partners
9
Boston Partners
Massachusetts
$707M 9,854,942 +7,166 +0.1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$557M 7,773,136 -1,610,619 -17%
BFA
11
BlackRock Fund Advisors
California
$513M 7,150,532 +562,987 +9%
Northern Trust
12
Northern Trust
Illinois
$494M 6,890,272 -75,655 -1%
Berkshire Hathaway
13
Berkshire Hathaway
Nebraska
$471M 6,567,600 +365,200 +6%
BG
14
BlackRock Group
United Kingdom
$466M 6,505,878 -396,264 -6%
BA
15
BlackRock Advisors
Delaware
$436M 6,087,354 +279,330 +5%
Wells Fargo
16
Wells Fargo
California
$435M 6,067,343 -188,150 -3%
JHIU
17
Janus Henderson Investors US
Colorado
$371M 5,169,980 +648,809 +14%
Deutsche Bank
18
Deutsche Bank
Germany
$361M 5,028,063 +2,297,372 +84%
TP
19
Third Point
New York
$359M 5,000,000 +5,000,000 New
Wellington Management Group
20
Wellington Management Group
Massachusetts
$344M 4,792,810 -4,146,693 -46%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$331M 4,615,223 -606,023 -12%
LSV Asset Management
22
LSV Asset Management
Illinois
$327M 4,567,166 +40,050 +0.9%
Norges Bank
23
Norges Bank
Norway
$314M 4,378,920 – –
IAM
24
Iridian Asset Management
Connecticut
$312M 4,350,750 +536,250 +14%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$292M 4,074,467 +89,999 +2%
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