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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 %
LCM
301
Laurion Capital Management
New York
$5.16M +$5.16M +64,160 New
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$5.16M +$168K +2,084 +3%
B
303
BP
United Kingdom
$5.07M – – –
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$5.06M -$294K -3,658 -5%
CIC
305
Canal Insurance Company
South Carolina
$5.03M – – –
OCAM
306
Onex Canada Asset Management
Ontario, Canada
$5M +$5M +62,124 New
SCM
307
Stux Capital Management
New York
$4.99M +$4.65M +57,800 +1,376%
EA
308
Evanston Advisors
Illinois
$4.95M +$4.95M +61,538 New
CCMG
309
Clark Capital Management Group
Pennsylvania
$4.92M +$4.07M +50,555 +476%
CCG
310
Chatham Capital Group
Georgia
$4.86M +$78.4K +975 +2%
HighTower Advisors
311
HighTower Advisors
Illinois
$4.85M +$729K +9,063 +18%
PG
312
PEAK6 Group
Illinois
$4.83M -$6.88M -85,537 -59%
MOACM
313
Mutual of America Capital Management
New York
$4.8M -$424K -5,273 -8%
GWM
314
Greenwich Wealth Management
Connecticut
$4.77M – – –
CIM
315
Calvert Investment Management
Maryland
$4.74M -$3.31M -41,150 -41%
MSWM
316
Mader & Shannon Wealth Management
Missouri
$4.7M +$4.7M +58,372 New
RC
317
RegentAtlantic Capital
New Jersey
$4.68M -$47.3K -588 -1%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$4.67M -$167K -2,080 -3%
BHMP
319
Bardin Hill Management Partners
New York
$4.67M +$4.67M +58,000 New
ECAM
320
East Coast Asset Management
Massachusetts
$4.55M +$94.1K +1,170 +2%
Creative Planning
321
Creative Planning
Kansas
$4.52M +$406K +5,048 +10%
MHC
322
Meyer Handelman Company
New York
$4.48M -$402 -5 -0%
AAC
323
Asset Advisors Corp
Georgia
$4.38M -$32.2K -400 -0.7%
LM
324
Luminus Management
Texas
$4.33M +$4.33M +53,769 New
ABC
325
Associated Banc-Corp
Wisconsin
$4.29M +$1.13K +14 +0%
11 12
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