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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 %
RIL
476
Rothschild Investment LLC
Illinois
$1.51M -$3.62K -47 -0.2%
TSW
477
Thompson Siegel & Walmsley
Virginia
$1.5M -$7.71K -100 -0.5%
DL
478
Delta Lloyd
Netherlands
$1.5M -$7.4K -96 -0.5%
CAN
479
Cetera Advisor Networks
California
$1.5M -$108K -1,395 -7%
CSIC
480
Clifford Swan Investment Counsel
California
$1.49M -$46.3K -601 -3%
SWM
481
Segment Wealth Management
Texas
$1.49M +$195K +2,529 +15%
EWM
482
Evercore Wealth Management
New York
$1.48M -$467K -6,052 -24%
Jones Financial Companies
483
Jones Financial Companies
Missouri
$1.47M -$408K -5,296 -22%
WBG
484
Wharton Business Group
Pennsylvania
$1.46M -$20K -260 -1%
SFS
485
Strategic Financial Services
New York
$1.44M +$90.6K +1,176 +7%
OAC
486
OMERS Administration Corp
Ontario, Canada
$1.43M -$2.06M -26,800 -59%
LIA
487
LS Investment Advisors
Michigan
$1.43M +$338K +4,388 +31%
CCT
488
Chemung Canal Trust
New York
$1.43M +$134K +1,735 +10%
CVM
489
Cheviot Value Management
California
$1.4M -$123K -1,593 -8%
FA
490
FDx Advisors
Illinois
$1.4M +$681K +8,836 +94%
Macquarie Group
491
Macquarie Group
Australia
$1.4M – – –
PCM
492
Prelude Capital Management
New York
$1.4M -$912K -11,843 -40%
LCM
493
Logan Capital Management
Pennsylvania
$1.39M – – –
BAM
494
Burnham Asset Management
New York
$1.38M +$24.7K +320 +2%
Two Sigma Advisers
495
Two Sigma Advisers
New York
$1.38M -$26.9M -348,600 -95%
ST
496
Stifel Trust
Missouri
$1.37M -$7.25K -94 -0.5%
SAS
497
Spectrum Advisory Services
Georgia
$1.35M – – –
AAM
498
Auxier Asset Management
Oregon
$1.34M -$3.85K -50 -0.3%
LJAC
499
L.J. Altfest & Co
New York
$1.33M -$14.4K -188 -1%
FPTW
500
Franklin, Parlapiano, Turner & Welch
Texas
$1.31M -$126K -1,639 -9%
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