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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DY
401
Dowling & Yahnke
California
$2.26M +$60.3K +783 +3%
QT
402
Quantbot Technologies
New York
$2.26M +$2.13M +27,678 +1,703%
FM
403
Foster & Motley
Ohio
$2.22M -$132K -1,712 -6%
CCT
404
Country Club Trust
Missouri
$2.21M +$191K +2,485 +9%
FCI
405
Financial Counselors Inc
Kansas
$2.19M -$39.5K -512 -2%
B
406
Baird
Wisconsin
$2.19M -$1.98M -25,638 -47%
GAM
407
Gotham Asset Management
New York
$2.17M +$142K +1,841 +7%
MPI
408
Mairs & Power Inc
Minnesota
$2.16M -$303K -3,926 -12%
GMIM
409
General Motors Investment Management
New York
$2.13M -$518K -6,717 -20%
K
410
Kemper
Illinois
$2.12M – – –
BWFA
411
Baltimore-Washington Financial Advisors
Maryland
$2.11M +$1.78M +23,040 +532%
CAM
412
Carret Asset Management
New York
$2.11M -$32K -415 -1%
CI
413
Conning Inc
Connecticut
$2.1M +$61.6K +800 +3%
PP
414
Palladium Partners
Virginia
$2.08M -$3.85K -50 -0.2%
HPIA
415
Hamilton Point Investment Advisors
North Carolina
$2.08M +$50.1K +650 +2%
BP
416
Banyan Partners
Florida
$2.07M -$179K -2,326 -8%
ST
417
Somerset Trust
Pennsylvania
$2.07M -$15.3K -198 -0.7%
CCG
418
Cypress Capital Group
Florida
$2.06M +$943K +12,243 +85%
KIG
419
Kessler Investment Group
Indiana
$2.04M +$89.1K +1,156 +5%
CC
420
Cognios Capital
Kansas
$2.03M -$33.3K -432 -2%
AF
421
Arrow Financial
New York
$2.02M -$24.7K -320 -1%
LPT
422
Legacy Private Trust
Wisconsin
$2.01M +$221K +2,863 +12%
AIM
423
abrdn Investment Management
United Kingdom
$2M -$27.5K -357 -1%
PI
424
PineBridge Investments
New York
$2M -$1.06M -13,799 -35%
SI
425
Stephens Inc
Arkansas
$2M +$408K +5,288 +26%
15 16
17
18 19