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Phillips 66

1,048 hedge funds and large institutions have $29.9B invested in Phillips 66 in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 369 increasing their positions, 431 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $507M | Put options by funds: $281M

0.43% more ownership

Funds ownership: 72.03%72.46% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

5% less capital invested

Capital invested by funds: $31.4B → $29.9B (-$1.5B)

2% less funds holding

Funds holding: 1,0711,048 (-23)

14% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 431

21% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 77

Holders
1,048
Holders Change
-23
Holders Change %
-2.15%
% of All Funds
29.25%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
61
Increased
369
Reduced
431
Closed
77
Calls
$507M
Puts
$281M
Net Calls
+$226M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.72B +$2.53B +31,788,978 +107%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.44B -$86.7M -1,090,402 -3%
State Street
3
State Street
Massachusetts
$1.76B -$173M -2,182,384 -9%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B -$208M -2,623,349 -14%
BIT
5
BlackRock Institutional Trust
California
$990M -$88.8M -1,117,380 -8%
Boston Partners
6
Boston Partners
Massachusetts
$767M +$13.8M +173,560 +2%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$764M -$131M -1,646,064 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$675M -$136M -1,716,663 -16%
Wells Fargo
9
Wells Fargo
California
$613M +$8.54M +107,404 +1%
WRF
10
Waddell & Reed Financial
Kansas
$607M -$141M -1,768,139 -18%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$603M -$30.5M -384,306 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$577M -$184M -2,321,072 -24%
BFA
13
BlackRock Fund Advisors
California
$497M -$40.9M -514,638 -7%
Northern Trust
14
Northern Trust
Illinois
$461M -$50.7M -638,131 -10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$450M -$33.3M -418,702 -7%
IAM
16
Iridian Asset Management
Connecticut
$401M -$14.4M -181,779 -3%
BG
17
BlackRock Group
United Kingdom
$370M -$66.3M -834,290 -15%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$367M +$16.8M +211,944 +5%
Norges Bank
19
Norges Bank
Norway
$355M -$327K -4,109 -0.1%
Morgan Stanley
20
Morgan Stanley
New York
$347M +$66M +831,008 +23%
Deutsche Bank
21
Deutsche Bank
Germany
$340M -$6.55M -82,441 -2%
LSV Asset Management
22
LSV Asset Management
Illinois
$337M -$9.34M -117,530 -3%
Capital World Investors
23
Capital World Investors
California
$299M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$291M -$30.7M -386,849 -9%
Bank of America
25
Bank of America
North Carolina
$259M +$84.1M +1,057,917 +46%

PSX Hedge Fund Activity: Q3 2015 in Review

1,048 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2015, worth a combined $29.9B — down 4.8% from $31.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of PSX and 61 opened new positions — a net loss of 16 holders — while 431 trimmed existing stakes and 369 added.

The largest buyer was Berkshire Hathaway, adding an estimated $2.53B. The largest seller was Third Point, exiting entirely with an estimated $262M sold.

  • 1,048 institutional investors held Phillips 66 (PSX) as of Q3 2015, down from 1,071 in Q2 2015.
  • Funds reported $29.9B of Phillips 66 stock for Q3 2015, down 4.8% quarter-over-quarter.
  • 61 funds opened new Phillips 66 positions in Q3 2015 and 77 closed out, a net change of -16 holders.
  • The largest Phillips 66 buyer in Q3 2015 was Berkshire Hathaway, an estimated $2.53B added.
  • The largest Phillips 66 seller in Q3 2015 was Third Point, an estimated $262M sold.

Based on aggregated 13F filings for Q3 2015.