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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
Fidelity Investments
Massachusetts
+$221M
2
Capital World Investors
Capital World Investors
California
+$210M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$188M
4
Deutsche Bank
Deutsche Bank
Germany
+$117M
5
Morgan Stanley
Morgan Stanley
New York
+$98.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.34B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$272M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$200M
5
Invesco
Invesco
Georgia
-$90.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCT
451
TIAA CREF Trust
Missouri
$1.68M -$50.5K -655 -3%
FIM
452
Fernwood Investment Management
Massachusetts
$1.68M -$601K -7,800 -26%
FSC
453
Fiduciary Services Corp
Georgia
$1.68M -$93.6K -1,214 -5%
William Blair & Company
454
William Blair & Company
Illinois
$1.67M -$1.16M -15,025 -41%
GD
455
Grandfield & Dodd
New York
$1.64M -$316K -4,094 -16%
CFB
456
Cullen/Frost Bankers
Texas
$1.63M -$28.1K -365 -2%
NBC
457
Neuberger Berman Canada
Ontario, Canada
$1.62M -$1.28M -16,560 -44%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$1.61M +$1.61M +20,344 New
KCMRT
459
Kemper Corp Master Retirement Trust
Illinois
$1.58M – – –
BIC
460
Beach Investment Counsel
Pennsylvania
$1.58M -$149K -1,939 -9%
DC
461
Davenport & Co
Virginia
$1.58M -$31.7K -411 -2%
LMAM
462
Legg Mason Asset Management
Japan
$1.58M -$170K -2,200 -10%
FA
463
FMA Advisory
Pennsylvania
$1.58M +$4.32K +56 +0.3%
MERSOM
464
Municipal Employees' Retirement System of Michigan
Michigan
$1.57M -$23.1K -300 -1%
MIU
465
Man Investments (UK)
United Kingdom
$1.56M +$1.56M +20,297 New
KRSITF
466
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.56M -$74.9K -972 -5%
BPBT
467
Boston Private Bank & Trust
Massachusetts
$1.55M +$591K +7,669 +61%
NG
468
NatWest Group
United Kingdom
$1.55M -$3.78M -48,998 -71%
ECM
469
ETrade Capital Management
Virginia
$1.54M +$116K +1,504 +8%
RHBC
470
R.H. Bluestein & Co
Michigan
$1.54M +$1.54M +19,975 New
BCMO
471
Buckingham Capital Management (Ohio)
Ohio
$1.53M +$42K +545 +3%
CM
472
CoreCommodity Management
Connecticut
$1.52M +$164K +2,123 +12%
First Manhattan
473
First Manhattan
New York
$1.52M -$1.3M -16,918 -46%
SIC
474
Salem Investment Counselors
North Carolina
$1.51M +$11.6K +150 +0.8%
BA
475
Boston Advisors
Massachusetts
$1.51M +$15K +194 +1%
17 18
19
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