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Phillips 66
PSX

Overview Fund Activity

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
301
Greenwich Wealth Management
Connecticut
$4.57M 59,250 – –
RC
302
RegentAtlantic Capital
New Jersey
$4.53M 58,730 -1,256 -2%
DC
303
Deere & Company
Illinois
$4.52M 58,706 -9,457 -14%
HI
304
HBK Investments
Texas
$4.47M 58,000 +58,000 New
RA
305
RR Advisors
Texas
$4.47M 58,000 +58,000 New
CAM
306
Capstone Asset Management
Texas
$4.35M 56,488 -14,370 -20%
Fidelity International
307
Fidelity International
Bermuda
$4.3M 55,730 -11,045 -17%
MHC
308
Meyer Handelman Company
New York
$4.29M 55,664 +800 +1%
HT
309
HAP Trading
New York
$4.28M 55,519 +55,519 New
ECAM
310
East Coast Asset Management
Massachusetts
$4.27M 55,365 +2,679 +5%
AAC
311
Asset Advisors Corp
Georgia
$4.23M 54,900 +300 +0.5%
NB
312
Norinchukin Bank
Japan
$4.22M 54,816 +19,422 +55%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$4.2M 54,450 -10,900 -17%
JPMPWA
314
J.P. Morgan Private Wealth Advisors
California
$4.13M 53,527 +12,435 +30%
ABC
315
Associated Banc-Corp
Wisconsin
$4.11M 53,324 -2,688 -5%
SAM
316
Securian Asset Management
Minnesota
$4.09M 53,071 -992 -2%
Stifel Financial
317
Stifel Financial
Missouri
$4.08M 52,907 +52,907 New
TAM
318
TPH Asset Management
Texas
$4.06M 52,716 +5,414 +11%
TIM
319
TBP Investments Management
Texas
$4.06M 52,665 +19,000 +56%
NFGCM
320
Norman Fields Gottscho Capital Management
New York
$4.04M 52,395 -975 -2%
LOAMU
321
Lombard Odier Asset Management (USA)
New York
$4.01M 52,000 +22,000 +73%
BTW
322
Boston Trust Walden
Massachusetts
$3.99M 51,788 -2,250 -4%
PAI
323
Pittenger & Anderson Inc
Nebraska
$3.97M 51,499 -2,772 -5%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$3.97M 51,503 +3 +0%
HighTower Advisors
325
HighTower Advisors
Illinois
$3.95M 51,258 +18,297 +56%
11 12
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