PSX icon

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
+$619M
2
Norges Bank
Norges Bank
Norway
+$342M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$252M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$192M
5
Boston Partners
Boston Partners
Massachusetts
+$135M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$579M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$261M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$177M
4
EVM
Eaton Vance Management
Massachusetts
-$162M
5
Ameriprise
Ameriprise
Minnesota
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
376
Bluefin Capital Management
New York
$3.2M +$1.92M +23,875 +151%
WC
377
Whitney & Co
New York
$3.17M +$189K +2,350 +6%
TH
378
Timber Hill
Connecticut
$3.16M +$3.16M +39,326 New
FWIA
379
Fort Washington Investment Advisors
Ohio
$3.12M +$276K +3,437 +10%
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$3.07M +$124K +1,547 +4%
SIM
381
Sentry Investment Management
Wisconsin
$3.05M +$268K +3,336 +10%
Bessemer Group
382
Bessemer Group
New Jersey
$3.03M +$154K +1,914 +5%
FLPIM
383
F.L. Putnam Investment Management
Massachusetts
$2.99M +$128K +1,593 +4%
WTNA
384
Wilmington Trust National Association
Delaware
$2.96M -$65.5K -814 -2%
Daiwa Securities Group
385
Daiwa Securities Group
Japan
$2.96M -$1.42M -17,700 -33%
DAM
386
Doheny Asset Management
California
$2.95M -$24.1K -300 -0.8%
MIM
387
Montgomery Investment Management
Maryland
$2.94M -$92.9K -1,155 -3%
ST
388
Semper Trust
Pennsylvania
$2.93M -$6.19K -77 -0.2%
CIA
389
Covington Investment Advisors
Pennsylvania
$2.93M -$110K -1,363 -4%
NLI
390
Nippon Life Insurance
Japan
$2.9M +$283K +3,515 +11%
UB
391
UMB Bank
Missouri
$2.89M -$116K -1,445 -4%
CB
392
Chemical Bank
Michigan
$2.87M +$71.3K +886 +3%
BG
393
Bollard Group
Massachusetts
$2.87M +$10.9K +136 +0.4%
Fidelity International
394
Fidelity International
Bermuda
$2.87M -$1.62M -20,109 -36%
UF
395
Univest Financial
Pennsylvania
$2.79M -$8.6K -107 -0.3%
BWFA
396
Baltimore-Washington Financial Advisors
Maryland
$2.75M +$553K +6,870 +25%
FBT
397
First Bankers Trust
Kentucky
$2.67M -$19.3K -240 -0.7%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$2.65M +$1.54M +19,150 +139%
FPTW
399
Franklin, Parlapiano, Turner & Welch
Texas
$2.6M +$1.23M +15,251 +90%
AC
400
Alley Company
Illinois
$2.59M -$159K -1,980 -6%
14 15
16
17 18