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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 %
GACM
526
Green Arrow Capital Management
New York
$1.16M +$1.16M +15,098 New
BCM
527
Bares Capital Management
Texas
$1.16M – – –
Toronto Dominion Bank
528
Toronto Dominion Bank
Ontario, Canada
$1.15M -$22.4K -287 -2%
AAIM
529
American Assets Investment Management
California
$1.13M +$87.9K +1,140 +8%
HFM
530
Hartford Financial Management
Connecticut
$1.13M +$15.4K +200 +1%
ECM
531
Everence Capital Management
Indiana
$1.13M – – –
OMCS
532
Old Mutual Customised Solutions
South Africa
$1.13M -$455K -5,900 -29%
Mariner
533
Mariner
Kansas
$1.13M +$18.2K +236 +2%
CC
534
Cipher Capital
New York
$1.11M +$610K +7,918 +122%
SHA
535
Smith Hayes Advisers
Nebraska
$1.11M +$101K +1,309 +10%
ICM
536
ICC Capital Management
Florida
$1.11M -$54K -700 -5%
MIM
537
Marco Investment Management
Georgia
$1.1M -$158K -2,050 -13%
BVDMP
538
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.1M – – –
AB
539
Amalgamated Bank
New York
$1.1M -$78.5K -1,019 -7%
PAM
540
PartnerRe Asset Management
Connecticut
$1.09M -$17.8K -231 -2%
CRM
541
Cramer Rosenthal McGlynn
Connecticut
$1.09M – – –
GJIC
542
Gamble Jones Investment Counsel
California
$1.09M -$16.6K -216 -2%
KAM
543
Keeley Asset Management
Illinois
$1.09M -$1.77M -23,000 -62%
ACM
544
Argyle Capital Management
Pennsylvania
$1.08M – – –
SACTSONJ
545
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.08M – – –
SLG
546
Stanley-Laman Group
Pennsylvania
$1.07M +$1.07M +13,851 New
WA
547
WBH Advisory
Maryland
$1.07M – – –
Thrivent Financial for Lutherans
548
Thrivent Financial for Lutherans
Minnesota
$1.07M -$15.4K -200 -1%
HCM
549
Herndon Capital Management
Georgia
$1.06M -$905K -11,741 -46%
AMIM
550
Aull & Monroe Investment Management
Alabama
$1.06M -$5.78K -75 -0.5%
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