PSX icon

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 %
PSI
426
Pinnacle Summer Investments
Virginia
$1.77M +$153K +2,139 +9%
PI
427
PineBridge Investments
New York
$1.77M +$1.71M +23,811 +2,951%
EFS
428
Essex Financial Services
Connecticut
$1.75M +$899K +12,540 +105%
BOH
429
Bank of Hawaii
Hawaii
$1.73M -$84.4K -1,176 -5%
FM
430
Foster & Motley
Ohio
$1.73M -$25.4K -354 -1%
EOCM
431
Energy Opportunities Capital Management
Texas
$1.73M +$1.73M +24,162 New
VFS
432
VSR Financial Services
Kansas
$1.71M +$574K +8,005 +51%
FA
433
FDx Advisors
Illinois
$1.71M -$398K -5,546 -19%
SWM
434
Segment Wealth Management
Texas
$1.7M +$74.4K +1,038 +5%
Bessemer Group
435
Bessemer Group
New Jersey
$1.7M -$982K -13,698 -37%
CI
436
Conning Inc
Connecticut
$1.7M -$48.8K -680 -3%
BSB
437
Bangor Savings Bank
Maine
$1.69M +$93.2K +1,300 +6%
1GA
438
1st Global Advisors
Texas
$1.68M +$1.44M +20,116 +596%
AHC
439
Adell Harriman & Carpenter
Texas
$1.67M -$428K -5,969 -20%
WCM
440
Wisconsin Capital Management
Wisconsin
$1.64M -$2.08M -29,056 -56%
IG
441
ING Group
Netherlands
$1.64M +$1.64M +22,890 New
WA
442
Wheatland Advisors
Pennsylvania
$1.64M -$14.3K -199 -0.9%
NSEDCP
443
NJ State Employees Deferred Compensation Plan
New Jersey
$1.61M – – –
HIM
444
Harbour Investment Management
Washington
$1.6M -$7.17K -100 -0.4%
CT
445
Coastline Trust
Rhode Island
$1.57M +$654K +9,124 +71%
TCT
446
TIAA CREF Trust
Missouri
$1.57M +$502 +7 +0%
MIM
447
Marco Investment Management
Georgia
$1.57M +$603K +8,410 +62%
ACM
448
Argentus Capital Management
Texas
$1.56M +$163K +2,269 +12%
ClearBridge Investments
449
ClearBridge Investments
New York
$1.56M -$19.7K -275 -1%
BCMO
450
Buckingham Capital Management (Ohio)
Ohio
$1.56M +$113K +1,580 +8%
16 17
18
19 20