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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $28B invested in Phillips 66 in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 353 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
27.7%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.43%
New
124
Increased
353
Reduced
410
Closed
98
Calls
$464M
Puts
$272M
Net Calls
+$192M
Net Calls Change
+$57.9M

Top Buyers

1
TP
Third Point
New York
+$359M
2
WRF
Waddell & Reed Financial
Kansas
+$299M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$245M
4
State Street
State Street
Massachusetts
+$186M
5
Deutsche Bank
Deutsche Bank
Germany
+$165M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.44B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$753M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$311M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
5
Barclays
Barclays
United Kingdom
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
326
Ameritas Investment Partners
Nebraska
$3.58M +$8.39K +117 +0.2%
HT
327
HAP Trading
New York
$3.54M +$3.54M +49,346 New
FWCM
328
Ferguson Wellman Capital Management
Oregon
$3.46M -$368K -5,128 -10%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$3.45M -$324K -4,518 -9%
LA
330
Lau Associates
Delaware
$3.38M – – –
FNF
331
Fidelity National Financial
Florida
$3.35M – – –
SC
332
SouthState Corp
Florida
$3.31M -$23.2K -323 -0.7%
LMGAM
333
Liberty Mutual Group Asset Management
Massachusetts
$3.31M +$552K +7,705 +20%
BWFA
334
Baltimore-Washington Financial Advisors
Maryland
$3.25M +$324K +4,517 +11%
NB
335
Norinchukin Bank
Japan
$3.25M +$1.64M +22,852 +102%
BG
336
Bahl & Gaynor
Ohio
$3.23M -$63.1K -880 -2%
WIM
337
Wilen Investment Management
Florida
$3.22M -$8.94K -125 -0.3%
AAC
338
Asset Advisors Corp
Georgia
$3.21M -$387K -5,400 -11%
Two Sigma Advisers
339
Two Sigma Advisers
New York
$3.19M +$2.75M +38,300 +614%
CPIM
340
Columbia Partners Investment Management
Virginia
$3.16M -$460K -6,412 -13%
ID
341
Integral Derivatives
New York
$3.13M +$3.13M +43,595 New
FNBT
342
FineMark National Bank & Trust
Florida
$3.09M +$608K +8,474 +24%
BG
343
Bollard Group
Massachusetts
$3.09M +$368K +5,139 +14%
BKA
344
Brick & Kyle Associates
Pennsylvania
$3.08M +$3.08M +42,982 New
OI
345
Oakbrook Investments
Illinois
$3.04M -$233K -3,250 -7%
SAM
346
Symphony Asset Management
California
$3.04M +$382K +5,325 +14%
PWLP
347
Prio Wealth Limited Partnership
Massachusetts
$3.03M -$28.5K -398 -0.9%
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$2.99M -$86K -1,200 -3%
LIM
349
Leavell Investment Management
Alabama
$2.96M -$195K -2,713 -6%
SBH
350
Segall Bryant & Hamill
Illinois
$2.96M -$115K -1,605 -4%
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