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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 %
KKRC
501
Kohlberg Kravis Roberts & Co
New York
$1.31M -$809K -10,500 -38%
EWA
502
Exencial Wealth Advisors
Oklahoma
$1.3M -$40.6K -500 -3%
WIC
503
Wilkins Investment Counsel
Massachusetts
$1.28M -$231K -3,001 -15%
ACM
504
Argentus Capital Management
Texas
$1.28M +$201K +2,613 +19%
PAG
505
Private Advisor Group
New Jersey
$1.28M +$184K +2,382 +17%
BWAM
506
Boyd Watterson Asset Management
Ohio
$1.27M +$175K +2,270 +16%
Parallax Volatility Advisers
507
Parallax Volatility Advisers
California
$1.27M +$1.27M +16,428 New
IB
508
Intrust Bank
Kansas
$1.26M +$21K +273 +2%
CIM
509
CIM Investment Management
Pennsylvania
$1.26M -$31.1K -403 -2%
HFS
510
HL Financial Services
Kentucky
$1.25M +$322K +4,181 +35%
PRA
511
Parametric Risk Advisors
Connecticut
$1.25M -$268K -3,476 -18%
BCMU
512
BlueCrest Capital Management (UK)
Guernsey
$1.25M +$1.25M +16,153 New
BFO
513
Boston Family Office
Massachusetts
$1.24M -$193K -2,500 -13%
Twin Tree Management
514
Twin Tree Management
Texas
$1.24M -$464K -6,017 -27%
WF
515
Welch & Forbes
Massachusetts
$1.24M -$64.9K -843 -5%
CCMINC
516
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.23M -$95.5K -1,239 -7%
VDI
517
Vaughan David Investments
Illinois
$1.23M -$23.1K -300 -2%
CNB
518
City National Bank
California
$1.22M -$442K -5,731 -27%
BFA
519
Bragg Financial Advisors
North Carolina
$1.21M -$17.3K -224 -1%
SFSIG
520
San Francisco Sentry Investment Group
California
$1.2M +$131K +1,700 +12%
BCM
521
Bluefin Capital Management
New York
$1.2M +$1.2M +15,851 New
SCM
522
SKBA Capital Management
California
$1.19M +$46.2K +600 +4%
TCP
523
TAMRO Capital Partners
Virginia
$1.19M -$94.3K -1,224 -7%
ICOA
524
Investment Centers of America
North Dakota
$1.17M +$280K +4,784 +31%
CWP
525
Capital Wealth Planning
Florida
$1.17M +$1.17M +15,173 New
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