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Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
LA
326
Lau Associates
Delaware
$3.84M -$5.37K -66 -0.1%
FNF
327
Fidelity National Financial
Florida
$3.79M
CAM
328
Capstone Asset Management
Texas
$3.79M -$6.26K -77 -0.2%
1IC
329
1919 Investment Counsel
Maryland
$3.78M -$9.27K -114 -0.2%
SC
330
SouthState Corp
Florida
$3.78M -$83K -1,021 -2%
BG
331
Bahl & Gaynor
Ohio
$3.74M -$27.5K -338 -0.7%
OI
332
Oakbrook Investments
Illinois
$3.72M -$3.81M -46,870 -51%
WIM
333
Wilen Investment Management
Florida
$3.66M -$24.3K -300 -0.7%
PA
334
Pinnacle Associates
New York
$3.64M +$52.5K +645 +1%
LIM
335
Leavell Investment Management
Alabama
$3.57M +$163K +2,000 +5%
PP
336
Paloma Partners
Connecticut
$3.57M -$189K -2,326 -5%
CC
337
Cipher Capital
New York
$3.55M +$3.55M +43,678 New
MIM
338
Montgomery Investment Management
Maryland
$3.54M +$568K +6,984 +19%
KRS
339
Kentucky Retirement Systems
Kentucky
$3.54M +$3.54M +43,480 New
EWM
340
Evercore Wealth Management
New York
$3.51M +$1.15M +14,136 +49%
TIM
341
TBP Investments Management
Texas
$3.5M -$443K -5,446 -11%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$3.49M -$122K -1,500 -3%
SBH
343
Segall Bryant & Hamill
Illinois
$3.48M -$59.3K -729 -2%
PWLP
344
Prio Wealth Limited Partnership
Massachusetts
$3.47M -$35.6K -438 -1%
DC
345
Deere & Company
Illinois
$3.43M -$212K -2,608 -6%
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$3.43M +$318K +3,912 +10%
BF
347
BOK Financial
Oklahoma
$3.42M -$503K -6,185 -13%
KBC Group
348
KBC Group
Belgium
$3.36M -$22M -270,365 -87%
BPGAM
349
BTG Pactual Global Asset Management
Bermuda
$3.33M -$532K -6,550 -14%
BWFA
350
Baltimore-Washington Financial Advisors
Maryland
$3.32M +$536K +6,590 +19%