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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 %
B
376
Baird
Wisconsin
$2.49M +$444K +6,194 +22%
AC
377
Alley Company
Illinois
$2.48M +$144K +2,006 +6%
BF
378
BOK Financial
Oklahoma
$2.47M -$551K -7,684 -18%
UB
379
UMB Bank
Missouri
$2.47M -$23K -321 -0.9%
NC
380
Northpointe Capital
Michigan
$2.46M +$784K +10,936 +47%
LTFS
381
Ladenburg Thalmann Financial Services
Florida
$2.39M +$795K +11,055 +50%
Brown Advisory
382
Brown Advisory
Maryland
$2.39M +$61K +851 +3%
FBT
383
First Bankers Trust
Kentucky
$2.38M +$4.88K +68 +0.2%
CSS
384
Cubist Systematic Strategies
Connecticut
$2.36M +$64.4K +898 +3%
TIM
385
TBP Investments Management
Texas
$2.35M -$738K -10,292 -24%
NRS
386
Neville Rodie & Shaw
New York
$2.31M – – –
FMLI
387
Fukoku Mutual Life Insurance
Japan
$2.31M +$2.04M +28,400 +757%
UF
388
Univest Financial
Pennsylvania
$2.3M +$106K +1,483 +5%
NLI
389
Nippon Life Insurance
Japan
$2.27M -$219K -3,054 -9%
DnB Asset Management
390
DnB Asset Management
Norway
$2.24M +$280K +3,900 +14%
LK
391
Lumbard & Kellner
New Hampshire
$2.21M +$2.21M +30,772 New
CCT
392
Country Club Trust
Missouri
$2.17M +$162K +2,253 +8%
BCM
393
Bodri Capital Management
California
$2.15M +$2.15M +30,000 New
RG
394
Renaissance Group
Kentucky
$2.11M -$32.2K -449 -2%
FCI
395
Financial Counselors Inc
Kansas
$2.04M +$717 +10 +0%
DY
396
Dowling & Yahnke
California
$2.03M -$37.2K -519 -2%
GAM
397
Garrison Asset Management
Arkansas
$2.03M – – –
MPAM
398
Murphy Pohlad Asset Management
Minnesota
$2.02M +$129K +1,800 +7%
EWM
399
Evercore Wealth Management
New York
$2.02M -$1.08M -15,010 -35%
MPI
400
Mairs & Power Inc
Minnesota
$2.01M -$57.7K -805 -3%
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