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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
Barclays
United Kingdom
$673M
2
Norges Bank
Norges Bank
Norway
$725M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$800M
5
Boston Partners
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$646M
4
EVM
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
Ameriprise
Minnesota
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$1.97M +$328K +4,071 +20%
CCM
452
Coldstream Capital Management
Washington
$1.96M -$75.5K -939 -4%
AIM
453
abrdn Investment Management
United Kingdom
$1.93M -$159K -1,980 -8%
PRCM
454
Pine River Capital Management
Minnesota
$1.91M +$1.91M +23,718 New
NC
455
Northpointe Capital
Michigan
$1.87M +$766K +9,521 +69%
FA
456
FDx Advisors
Illinois
$1.86M +$401K +4,983 +27%
DL
457
Delta Lloyd
Netherlands
$1.86M +$287K +3,566 +18%
HCM
458
Herndon Capital Management
Georgia
$1.85M +$746K +9,272 +67%
BSB
459
Bangor Savings Bank
Maine
$1.84M -$183K -2,281 -9%
TCT
460
TIAA CREF Trust
Missouri
$1.84M +$85.7K +1,065 +5%
AL
461
Agran Libbie
California
$1.84M -$149K -1,854 -8%
William Blair & Company
462
William Blair & Company
Illinois
$1.82M +$72.9K +907 +4%
NSEDCP
463
NJ State Employees Deferred Compensation Plan
New Jersey
$1.81M – – –
VKH
464
Virtu KCG Holdings
New York
$1.81M -$4.75K -59 -0.3%
HIM
465
Harbour Investment Management
Washington
$1.81M -$20.1K -250 -1%
PSI
466
Pinnacle Summer Investments
Virginia
$1.8M +$323 +4 +0%
FSC
467
Fiduciary Services Corp
Georgia
$1.77M +$15.4K +192 +0.9%
HVIA
468
Hudson Valley Investment Advisors
New York
$1.74M -$197K -2,450 -10%
FIM
469
Fernwood Investment Management
Massachusetts
$1.73M -$20.1K -250 -1%
CFB
470
Cullen/Frost Bankers
Texas
$1.72M +$21.2K +264 +1%
ACI
471
Advance Capital I
Michigan
$1.68M +$1.68M +20,900 New
SAM
472
Symphony Asset Management
California
$1.68M -$160K -1,985 -9%
BA
473
Boston Advisors
Massachusetts
$1.67M +$98.1K +1,220 +6%
Nomura Holdings
474
Nomura Holdings
Japan
$1.67M -$17M -209,734 -91%
ECM
475
ETrade Capital Management
Virginia
$1.66M +$56.4K +701 +4%
17 18
19
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