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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 %
HVIA
476
Hudson Valley Investment Advisors
New York
$1.38M -$73.4K -1,024 -5%
BAM
477
Burnham Asset Management
New York
$1.37M +$35.9K +500 +3%
SFS
478
Strategic Financial Services
New York
$1.36M +$13K +181 +1%
TU
479
TDAM USA
Ontario, Canada
$1.36M -$32K -446 -2%
ONB
480
Old National Bancorp
Indiana
$1.35M -$107K -1,497 -7%
LP
481
LMR Partners
United Kingdom
$1.35M +$588K +8,198 +77%
RIL
482
Rothschild Investment LLC
Illinois
$1.34M – – –
ACI
483
Advance Capital I
Michigan
$1.32M -$179K -2,500 -12%
ZCM
484
Zebra Capital Management
Connecticut
$1.32M +$1.32M +18,350 New
DC
485
Davenport & Co
Virginia
$1.31M +$37K +516 +3%
ST
486
Spot Trading
Illinois
$1.3M +$559K +7,793 +75%
SC
487
Scotia Capital
Ontario, Canada
$1.29M -$1.2M -16,796 -48%
CAN
488
Cetera Advisor Networks
California
$1.29M -$245K -3,407 -16%
SIC
489
Salem Investment Counselors
North Carolina
$1.29M -$18.8K -262 -1%
RG
490
Rathbones Group
United Kingdom
$1.28M -$14.3K -200 -1%
SWP
491
Stratos Wealth Partners
Ohio
$1.28M +$236K +3,295 +23%
BPBT
492
Boston Private Bank & Trust
Massachusetts
$1.27M -$182K -2,534 -12%
MFIMFI
493
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.27M +$1.27M +17,722 New
TYCC
494
Texas Yale Capital Corp
Florida
$1.27M +$422K +5,889 +50%
SAS
495
Spectrum Advisory Services
Georgia
$1.26M – – –
ICM
496
ICC Capital Management
Florida
$1.26M -$26.5K -370 -2%
LCM
497
Logan Capital Management
Pennsylvania
$1.26M -$32.2K -450 -3%
CCT
498
Chemung Canal Trust
New York
$1.25M -$121K -1,690 -9%
CA
499
Cornerstone Advisors
North Carolina
$1.25M +$502K +7,000 +67%
LJAC
500
L.J. Altfest & Co
New York
$1.25M -$12.3K -172 -1%
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