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Phillips 66
PSX

Overview Fund Activity

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
PWLP
351
Prio Wealth Limited Partnership
Massachusetts
$3.33M 43,190 -773 -2%
BL
352
BCWM LLC
Kansas
$3.31M 42,987 +174 +0.4%
OPCM
353
Osborne Partners Capital Management
California
$3.28M 42,621 +6,281 +17%
BF
354
BOK Financial
Oklahoma
$3.27M 42,372 +2,542 +6%
HOAM
355
Halcyon Offshore Asset Management
New York
$3.24M 42,000 +12,000 +40%
TMAM
356
Tokio Marine Asset Management
Japan
$3.22M 41,763 -362 -0.9%
EHC
357
Everett Harris & Co
California
$3.21M 41,691 -454 -1%
LMGAM
358
Liberty Mutual Group Asset Management
Massachusetts
$3.16M 41,051 +3,121 +8%
NCCM
359
Nine Chapters Capital Management
New Jersey
$3.12M 40,500 -29,800 -42%
RCG
360
Ruane, Cunniff & Goldfarb
New York
$3.11M 40,355 – –
PCM
361
Parsons Capital Management
Rhode Island
$3.06M 39,674 +134 +0.3%
MCM
362
Moore Capital Management
New York
$3M 38,869 +24,169 +164%
MIM
363
Montgomery Investment Management
Maryland
$2.91M 37,762 -950 -2%
CIA
364
Covington Investment Advisors
Pennsylvania
$2.91M 37,765 +80 +0.2%
WTNA
365
Wilmington Trust National Association
Delaware
$2.9M 37,647 -2,221 -6%
UB
366
UMB Bank
Missouri
$2.88M 37,393 +1,007 +3%
LCM
367
Levitt Capital Management
Florida
$2.88M 37,339 -3,338 -8%
WC
368
Whitney & Co
New York
$2.86M 37,066 -100 -0.3%
DAM
369
Doheny Asset Management
California
$2.85M 36,920 +1,350 +4%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$2.83M 36,676 +4,799 +15%
ST
371
Semper Trust
Pennsylvania
$2.82M 36,541 +570 +2%
PA
372
Profund Advisors
Maryland
$2.78M 36,062 -1,018 -3%
Bessemer Group
373
Bessemer Group
New Jersey
$2.75M 35,733 -1,096 -3%
FLPIM
374
F.L. Putnam Investment Management
Massachusetts
$2.74M 35,606 +35,606 New
BG
375
Bollard Group
Massachusetts
$2.74M 35,496 +89 +0.3%
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