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Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
501
Salient Capital Advisors
Texas
$1.35M +$208K +2,562 +18%
IB
502
Intrust Bank
Kansas
$1.34M -$569 -7 -0%
AB
503
Amalgamated Bank
New York
$1.33M +$36.5K +449 +3%
Macquarie Group
504
Macquarie Group
Australia
$1.32M
WF
505
Welch & Forbes
Massachusetts
$1.31M
LOGI
506
Long Oar Global Investors
New York
$1.3M -$2.44M -30,000 -65%
CCMINC
507
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.29M +$13.4K +165 +1%
RIA
508
Regal Investment Advisors
Michigan
$1.29M +$243K +2,983 +23%
SFSIG
509
San Francisco Sentry Investment Group
California
$1.29M
VFS
510
VSR Financial Services
Kansas
$1.29M +$402K +4,947 +45%
ECM
511
Everence Capital Management
Indiana
$1.28M
GI
512
GAMCO Investors
Connecticut
$1.27M +$159K +1,950 +14%
OMCS
513
Old Mutual Customised Solutions
South Africa
$1.26M -$106K -1,300 -8%
JIM
514
Jupiter Investment Management
United Kingdom
$1.25M -$1.24M -15,300 -50%
CIM
515
CIM Investment Management
Pennsylvania
$1.23M -$60.6K -745 -5%
CVM
516
Cheviot Value Management
California
$1.23M -$166K -2,045 -12%
BCM
517
Bares Capital Management
Texas
$1.22M
LGC
518
Laurel Grove Capital
California
$1.21M +$73.2K +900 +6%
HFM
519
Hartford Financial Management
Connecticut
$1.2M -$1.46K -18 -0.1%
AAIM
520
American Assets Investment Management
California
$1.2M
Mariner
521
Mariner
Kansas
$1.2M +$43.3K +532 +4%
SLG
522
Stanley-Laman Group
Pennsylvania
$1.19M +$75.6K +930 +7%
CHC
523
City Holding Co
West Virginia
$1.18M -$12.2K -150 -1%
WJA
524
Williams Jones & Associates
New York
$1.18M -$164K -2,013 -12%
SWP
525
Stratos Wealth Partners
Ohio
$1.18M +$64K +787 +6%