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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 %
CM
326
Castleark Management
Illinois
$4.25M -$4.75M -59,040 -53%
BPM
327
Bowling Portfolio Management
Ohio
$4.2M -$2.79M -34,651 -40%
WCM
328
Wisconsin Capital Management
Wisconsin
$4.19M +$114K +1,416 +3%
LOAMU
329
Lombard Odier Asset Management (USA)
New York
$4.18M – – –
DFIM
330
Detwiler Fenton Investment Management
Massachusetts
$4.17M +$4.17M +51,824 New
NB
331
Norinchukin Bank
Japan
$4.15M -$257K -3,201 -6%
GL
332
GLG LLC
New York
$4.14M +$70.6K +877 +2%
MKC
333
M. Kraus & Co
Vermont
$4.12M – – –
PAI
334
Pittenger & Anderson Inc
Nebraska
$4.12M -$24K -298 -0.6%
SAM
335
Securian Asset Management
Minnesota
$4.09M -$177K -2,195 -4%
AIP
336
Ameritas Investment Partners
Nebraska
$4.05M -$44.3K -551 -1%
RC
337
RBF Capital
California
$4.02M – – –
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$4.01M -$133K -1,654 -3%
TIM
339
TBP Investments Management
Texas
$3.9M -$337K -4,191 -8%
BF
340
BOK Financial
Oklahoma
$3.88M +$475K +5,908 +14%
Stifel Financial
341
Stifel Financial
Missouri
$3.85M -$404K -5,019 -9%
CCG
342
Cypress Capital Group
Florida
$3.82M +$1.68M +20,874 +78%
BPGAM
343
BTG Pactual Global Asset Management
Bermuda
$3.82M +$1.81M +22,500 +90%
SC
344
SouthState Corp
Florida
$3.82M -$6.43K -80 -0.2%
JPMPWA
345
J.P. Morgan Private Wealth Advisors
California
$3.81M -$496K -6,172 -12%
PIM
346
Perkins Investment Management
Illinois
$3.81M +$196K +2,438 +5%
LA
347
Lau Associates
Delaware
$3.81M – – –
MIU
348
Man Investments (UK)
United Kingdom
$3.8M +$2.16M +26,886 +132%
CSS
349
Cubist Systematic Strategies
Connecticut
$3.77M +$3.77M +46,834 New
FNF
350
Fidelity National Financial
Florida
$3.75M – – –
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