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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 %
KRS
351
Kentucky Retirement Systems
Kentucky
$2.95M -$167K -2,334 -5%
ST
352
Semper Trust
Pennsylvania
$2.91M +$679K +9,474 +30%
GCA
353
Greenwood Capital Associates
South Carolina
$2.9M +$2.9M +40,392 New
Fidelity International
354
Fidelity International
Bermuda
$2.87M +$194K +2,712 +7%
USGIU
355
U.S. Global Investors (USGI)
Texas
$2.87M -$1.23M -17,100 -30%
CB
356
Chemical Bank
Michigan
$2.85M +$337K +4,695 +13%
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$2.83M -$188K -2,626 -6%
RCG
358
Ruane, Cunniff & Goldfarb
New York
$2.83M – – –
PCM
359
Parsons Capital Management
Rhode Island
$2.8M -$77.3K -1,079 -3%
WC
360
Whitney & Co
New York
$2.8M -$28.7K -400 -1%
BA
361
Bridgewater Associates
Connecticut
$2.79M +$2.79M +38,950 New
SLI
362
Sumitomo Life Insurance
Japan
$2.78M +$547K +7,627 +25%
Truist Financial
363
Truist Financial
North Carolina
$2.77M -$35K -488 -1%
SIM
364
Sentry Investment Management
Wisconsin
$2.76M +$294K +4,100 +12%
SW
365
SVB Wealth
Massachusetts
$2.74M +$2.74M +38,186 New
William Blair & Company
366
William Blair & Company
Illinois
$2.71M +$1.13M +15,771 +72%
PA
367
Profund Advisors
Maryland
$2.71M +$91.4K +1,275 +3%
EHC
368
Everett Harris & Co
California
$2.68M -$45.5K -635 -2%
DAM
369
Doheny Asset Management
California
$2.63M +$71.7K +1,000 +3%
CIA
370
Covington Investment Advisors
Pennsylvania
$2.62M – – –
CCG
371
Cypress Capital Group
Florida
$2.58M -$1.01M -14,137 -28%
FNBOMD
372
First National Bank of Mount Dora
Florida
$2.57M +$661K +9,219 +35%
FWIA
373
Fort Washington Investment Advisors
Ohio
$2.56M +$10.4K +145 +0.4%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$2.53M -$1.15K -16 -0%
CS
375
Candriam SCA
Luxembourg
$2.52M +$2.52M +35,174 New
13 14
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