PSX icon

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 %
NCM
501
Northside Capital Management
Oregon
$1.25M +$1.25M +17,388 New
MP
502
Manifold Partners
California
$1.24M +$1.24M +17,305 New
CT
503
Cambridge Trust
Massachusetts
$1.24M -$191K -2,658 -13%
AAM
504
Auxier Asset Management
Oregon
$1.23M – – –
SCM
505
Snow Capital Management
Pennsylvania
$1.23M +$28.5K +397 +2%
WBG
506
Wharton Business Group
Pennsylvania
$1.23M -$182K -2,545 -13%
BHWM
507
Bar Harbor Wealth Management
New Hampshire
$1.23M +$522K +7,285 +74%
Fuller & Thaler Asset Management
508
Fuller & Thaler Asset Management
California
$1.22M -$222K -3,100 -15%
CSIC
509
Clifford Swan Investment Counsel
California
$1.2M -$20.6K -287 -2%
SFSIG
510
San Francisco Sentry Investment Group
California
$1.2M +$57.4K +800 +5%
EWA
511
Exencial Wealth Advisors
Oklahoma
$1.18M -$2.96K -44 -0.2%
Jones Financial Companies
512
Jones Financial Companies
Missouri
$1.18M -$80.8K -1,126 -6%
OMCS
513
Old Mutual Customised Solutions
South Africa
$1.18M +$64.5K +900 +6%
PC
514
Palo Capital
California
$1.18M +$1.18M +16,399 New
CCMINC
515
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.16M +$20.7K +289 +2%
Mariner
516
Mariner
Kansas
$1.15M +$98.2K +1,370 +9%
Macquarie Group
517
Macquarie Group
Australia
$1.15M -$14.3K -200 -1%
BIM
518
BRC Investment Management
Colorado
$1.14M +$1.14M +15,857 New
CIM
519
CIM Investment Management
Pennsylvania
$1.13M +$40.5K +565 +4%
ECM
520
Everence Capital Management
Indiana
$1.12M +$69.2K +965 +7%
LPT
521
Legacy Private Trust
Wisconsin
$1.12M -$356K -4,967 -24%
WF
522
Welch & Forbes
Massachusetts
$1.1M -$53K -739 -5%
RIA
523
Regal Investment Advisors
Michigan
$1.1M -$43.5K -607 -4%
CVM
524
Cheviot Value Management
California
$1.1M +$12.8K +178 +1%
LMAM
525
Legg Mason Asset Management
Japan
$1.08M -$136K -1,900 -11%
19 20
21
22 23