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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.

New
Increased
Maintained
Reduced
Closed
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
IAM
Iridian Asset Management
Connecticut
$310M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$919M
3
American Century Companies
American Century Companies
Missouri
$184M
4
WRF
Waddell & Reed Financial
Kansas
$634M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$94M

Top Sellers

1
Barclays
Barclays
United Kingdom
$252M
2
Norges Bank
Norges Bank
Norway
$356M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6K
4
Prudential Financial
Prudential Financial
New Jersey
$99.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$763M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
276
Sterling Capital Management
North Carolina
$5.87M +$32K +393 +0.5%
DADC
277
D.A. Davidson & Co
Montana
$5.74M -$45K -554 -0.8%
SB
278
Suntrust Banks
Georgia
$5.72M -$243K -2,989 -4%
CAM
279
Congress Asset Management
Massachusetts
$5.65M -$6.76M -83,073 -54%
RC
280
RBO & Co
California
$5.63M +$149K +1,837 +3%
Natixis Advisors
281
Natixis Advisors
Massachusetts
$5.62M -$151K -1,860 -3%
HighTower Advisors
282
HighTower Advisors
Illinois
$5.54M +$632K +7,770 +13%
BTW
283
Boston Trust Walden
Massachusetts
$5.49M -$207K -2,550 -4%
Millennium Management
284
Millennium Management
New York
$5.41M -$33.3M -410,039 -86%
PAM
285
Paradigm Asset Management
New York
$5.37M +$5.37M +66,100 New
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
$5.25M +$30.3K +373 +0.6%
HPC
287
HM Payson & Co
Maine
$5.24M -$458K -5,637 -8%
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$5.11M -$1.55K -19 -0%
CONA
289
Capital One National Association
New York
$5.1M -$2.14M -26,288 -30%
CIC
290
Canal Insurance Company
South Carolina
$5.08M – – –
CEP
291
Chicago Equity Partners
Illinois
$5.05M -$25.1M -308,931 -83%
BNP Paribas Asset Management
292
BNP Paribas Asset Management
France
$4.92M -$1.08M -13,253 -18%
CCG
293
Chatham Capital Group
Georgia
$4.92M +$7.48K +92 +0.2%
ECAM
294
East Coast Asset Management
Massachusetts
$4.88M +$286K +3,513 +6%
MOACM
295
Mutual of America Capital Management
New York
$4.87M +$16.7K +205 +0.3%
GWM
296
Greenwich Wealth Management
Connecticut
$4.82M – – –
Creative Planning
297
Creative Planning
Kansas
$4.77M +$200K +2,465 +4%
RC
298
RegentAtlantic Capital
New Jersey
$4.74M +$10.5K +129 +0.2%
LOAMS
299
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.69M +$4.27M +52,285 +1,024%
USGIU
300
U.S. Global Investors (USGI)
Texas
$4.64M +$4.39M +54,000 +1,742%
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