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Phillips 66
PSX

Overview Fund Activity

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$310M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$231M
3
American Century Companies
American Century Companies
Missouri
+$183M
4
WRF
Waddell & Reed Financial
Kansas
+$122M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$94M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$429M
2
Norges Bank
Norges Bank
Norway
-$377M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$197M
4
Prudential Financial
Prudential Financial
New Jersey
-$122M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
476
Argentus Capital Management
Texas
$1.59M +$46.9K +577 +3%
TU
477
TDAM USA
Ontario, Canada
$1.58M -$87.2K -1,072 -5%
CCT
478
Chemung Canal Trust
New York
$1.56M +$10.3K +127 +0.7%
PNC
479
Park National Corp
Ohio
$1.55M -$49.6K -610 -3%
Jane Street
480
Jane Street
New York
$1.53M +$1.29M +15,880 +535%
SFS
481
Strategic Financial Services
New York
$1.53M +$5.28K +65 +0.3%
RIL
482
Rothschild Investment LLC
Illinois
$1.52M +$4.96K +61 +0.3%
BAM
483
Burnham Asset Management
New York
$1.51M +$40.7K +500 +3%
Daiwa Securities Group
484
Daiwa Securities Group
Japan
$1.5M -$1.48M -18,250 -50%
SIC
485
Salem Investment Counselors
North Carolina
$1.48M -$18.8K -231 -1%
QI
486
QS Investors
New York
$1.47M -$110K -1,350 -7%
RG
487
Rathbones Group
United Kingdom
$1.47M +$52.9K +650 +4%
LCM
488
Logan Capital Management
Pennsylvania
$1.46M – – –
ICM
489
ICC Capital Management
Florida
$1.46M +$140K +1,725 +11%
DC
490
Davenport & Co
Virginia
$1.45M -$197K -2,417 -12%
EWA
491
Exencial Wealth Advisors
Oklahoma
$1.43M +$17.6K +216 +1%
Jones Financial Companies
492
Jones Financial Companies
Missouri
$1.43M +$82.1K +1,010 +6%
SAS
493
Spectrum Advisory Services
Georgia
$1.43M – – –
ST
494
Stifel Trust
Missouri
$1.43M – – –
AAM
495
Auxier Asset Management
Oregon
$1.4M -$2.03K -25 -0.1%
CSIC
496
Clifford Swan Investment Counsel
California
$1.38M -$40.8K -502 -3%
LMAM
497
Legg Mason Asset Management
Japan
$1.38M -$155K -1,900 -10%
SCM
498
Snow Capital Management
Pennsylvania
$1.37M -$4.47K -55 -0.3%
LJAC
499
L.J. Altfest & Co
New York
$1.37M -$155 -2 -0%
BWAM
500
Boyd Watterson Asset Management
Ohio
$1.35M +$18.3K +225 +1%
18 19
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