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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 %
IB
401
Intrust Bank
Kansas
$2.01M +$830K +11,581 +71%
PP
402
Palladium Partners
Virginia
$1.99M +$45.7K +637 +2%
Jacobs Levy Equity Management
403
Jacobs Levy Equity Management
New Jersey
$1.97M +$1.97M +27,510 New
HPIA
404
Hamilton Point Investment Advisors
North Carolina
$1.97M +$49.9K +696 +3%
TCM
405
Tradition Capital Management
New Jersey
$1.97M +$1.97M +27,406 New
KIG
406
Kessler Investment Group
Indiana
$1.96M +$53.1K +741 +3%
ST
407
Somerset Trust
Pennsylvania
$1.95M +$4.95K +69 +0.3%
UOC
408
UBS O'Connor
Illinois
$1.94M +$1.94M +26,998 New
TCA
409
Tortoise Capital Advisors
Kansas
$1.91M +$958K +13,357 +100%
BHMP
410
Bardin Hill Management Partners
New York
$1.9M -$1.83M -25,500 -49%
TMAM
411
Tokio Marine Asset Management
Japan
$1.88M -$661K -9,218 -26%
CAM
412
Carret Asset Management
New York
$1.87M -$25.1K -350 -1%
CNB
413
City National Bank
California
$1.86M -$12.3K -172 -0.7%
ECM
414
ETrade Capital Management
Virginia
$1.86M +$206K +2,880 +13%
CCM
415
Coldstream Capital Management
Washington
$1.85M +$68.2K +951 +4%
Mirae Asset Global Investments
416
Mirae Asset Global Investments
South Korea
$1.85M +$46.4K +647 +3%
PIM
417
Penobscot Investment Management
Massachusetts
$1.84M +$22.7K +316 +1%
DL
418
Delta Lloyd
Netherlands
$1.82M +$198K +2,764 +12%
AAM
419
Advisors Asset Management
Colorado
$1.8M -$355K -4,955 -16%
AF
420
Aldebaran Financial
$1.8M -$203K -2,824 -10%
GMIM
421
General Motors Investment Management
New York
$1.8M +$133K +1,858 +8%
EAM
422
EverPoint Asset Management
Connecticut
$1.79M +$1.79M +25,000 New
FPTW
423
Franklin, Parlapiano, Turner & Welch
Texas
$1.78M +$63.5K +885 +4%
DVM
424
Dreman Value Management
Florida
$1.78M +$1.51M +21,131 +572%
GG
425
Greenwood Gearhart
Arkansas
$1.78M -$10.8K -150 -0.6%
15 16
17
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