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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
Barclays
United Kingdom
$673M
2
Norges Bank
Norges Bank
Norway
$725M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$800M
5
Boston Partners
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$646M
4
EVM
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
Ameriprise
Minnesota
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
276
Kanaly Trust
Texas
$6.86M +$11.7K +145 +0.2%
PI
277
Placemark Investments
Illinois
$6.74M +$1.06M +13,232 +19%
WAM
278
Wallington Asset Management
Indiana
$6.72M +$294K +3,650 +5%
HNB
279
Huntington National Bank
Ohio
$6.62M +$70.5K +876 +1%
LG
280
Leuthold Group
Minnesota
$6.58M +$6.58M +81,833 New
CTC
281
Central Trust Company
Missouri
$6.53M -$393K -4,886 -6%
CC
282
Cambrian Capital
California
$6.41M -$6.39M -79,500 -50%
NMERB
283
New Mexico Educational Retirement Board
New Mexico
$6.31M – – –
OC
284
Oppenheimer & Co
New York
$6.29M -$132K -1,643 -2%
DP
285
Dearborn Partners
Illinois
$6.25M – – –
MA
286
MUFG Americas
New York
$6.17M -$70.1K -872 -1%
CPIM
287
Columbia Partners Investment Management
Virginia
$6.13M +$2.18M +27,158 +55%
ISL
288
Ingalls & Snyder LLC
New York
$6.13M -$56.1K -697 -0.9%
AT
289
Arvest Trust
Oklahoma
$5.99M +$106K +1,313 +2%
TAM
290
TPH Asset Management
Texas
$5.94M +$1.7M +21,158 +40%
BNP Paribas Asset Management
291
BNP Paribas Asset Management
France
$5.94M -$810K -10,067 -12%
SB
292
Suntrust Banks
Georgia
$5.9M -$48M -596,547 -89%
NCCM
293
Nine Chapters Capital Management
New Jersey
$5.89M +$2.63M +32,700 +81%
SCM
294
Sterling Capital Management
North Carolina
$5.78M +$273K +3,400 +5%
DADC
295
D.A. Davidson & Co
Montana
$5.72M -$59.3K -738 -1%
Natixis Advisors
296
Natixis Advisors
Massachusetts
$5.71M +$691K +8,593 +14%
BTW
297
Boston Trust Walden
Massachusetts
$5.64M +$1.47M +18,325 +35%
HPC
298
HM Payson & Co
Maine
$5.64M +$6.11K +76 +0.1%
NAM
299
Nexus Asset Management
New York
$5.46M +$5.46M +67,900 New
RC
300
RBO & Co
California
$5.42M – – –
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