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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
+$231M
3
American Century Companies
American Century Companies
Missouri
+$183M
4
WRF
Waddell & Reed Financial
Kansas
+$122M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$94M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$429M
2
Norges Bank
Norges Bank
Norway
-$377M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$197M
4
Prudential Financial
Prudential Financial
New Jersey
-$122M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
301
Zurich Cantonal Bank
Switzerland
$4.58M +$1.26M +15,523 +38%
MHC
302
Meyer Handelman Company
New York
$4.5M -$24.4K -300 -0.5%
DFIM
303
Detwiler Fenton Investment Management
Massachusetts
$4.43M +$212K +2,612 +5%
JG
304
Jefferies Group
New York
$4.4M +$3.07M +37,782 +232%
ABC
305
Associated Banc-Corp
Wisconsin
$4.38M +$39.7K +488 +0.9%
FWCM
306
Ferguson Wellman Capital Management
Oregon
$4.34M -$11.8M -144,608 -73%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$4.28M -$444K -5,459 -9%
BHMP
308
Bardin Hill Management Partners
New York
$4.23M -$488K -6,000 -10%
WCM
309
Wisconsin Capital Management
Wisconsin
$4.23M -$11.5K -142 -0.3%
BPM
310
Bowling Portfolio Management
Ohio
$4.21M -$39.4K -485 -0.9%
PAI
311
Pittenger & Anderson Inc
Nebraska
$4.16M – – –
MKC
312
M. Kraus & Co
Vermont
$4.14M -$26.5K -326 -0.6%
BC
313
Brookfield Corp
Ontario, Canada
$4.11M +$4.11M +50,600 New
GL
314
GLG LLC
New York
$4.11M -$71.3K -877 -2%
CPIM
315
Columbia Partners Investment Management
Virginia
$4.1M -$2.09M -25,734 -34%
AAC
316
Asset Advisors Corp
Georgia
$4.08M -$356K -4,375 -8%
CCG
317
Cypress Capital Group
Florida
$4.08M +$209K +2,565 +5%
RC
318
RBF Capital
California
$4.07M – – –
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$4.07M +$11.7K +144 +0.3%
SAM
320
Securian Asset Management
Minnesota
$4.05M -$86.1K -1,059 -2%
AIP
321
Ameritas Investment Partners
Nebraska
$4.05M -$50.6K -622 -1%
SG Americas Securities
322
SG Americas Securities
New York
$4M -$4.37M -53,735 -52%
QT
323
Quantbot Technologies
New York
$3.95M +$565K +6,951 +17%
OPCM
324
Osborne Partners Capital Management
California
$3.92M +$191K +2,349 +5%
Stifel Financial
325
Stifel Financial
Missouri
$3.9M +$6.83K +84 +0.2%
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