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Phillips 66
PSX

Overview Fund Activity

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

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$310M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$231M
3
American Century Companies
American Century Companies
Missouri
+$183M
4
WRF
Waddell & Reed Financial
Kansas
+$122M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$94M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$429M
2
Norges Bank
Norges Bank
Norway
-$377M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$197M
4
Prudential Financial
Prudential Financial
New Jersey
-$122M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
BVDMP
526
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.16M – – –
CRM
527
Cramer Rosenthal McGlynn
Connecticut
$1.16M – – –
AMIM
528
Aull & Monroe Investment Management
Alabama
$1.15M +$16.1K +198 +1%
SACTSONJ
529
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.14M – – –
Thrivent Financial for Lutherans
530
Thrivent Financial for Lutherans
Minnesota
$1.13M -$1.54M -19,011 -58%
LCM
531
Laurion Capital Management
New York
$1.13M -$4.09M -50,260 -78%
WIC
532
Wilkins Investment Counsel
Massachusetts
$1.13M -$192K -2,359 -15%
SIMM
533
Stillwater Investment Management (Minnesota)
Minnesota
$1.12M +$1.79K +22 +0.2%
MFS
534
MSI Financial Services
Massachusetts
$1.12M +$207K +2,545 +23%
ACM
535
Argyle Capital Management
Pennsylvania
$1.12M – – –
BFA
536
Bragg Financial Advisors
North Carolina
$1.12M -$59.5K -732 -5%
DCM
537
Driehaus Capital Management
Illinois
$1.11M +$88.7K +1,091 +9%
TCP
538
TAMRO Capital Partners
Virginia
$1.11M -$99.1K -1,219 -8%
P
539
Pitcairn
Pennsylvania
$1.11M +$15.1K +185 +1%
FNBTCON
540
First National Bank & Trust Co of Newtown
Pennsylvania
$1.1M -$4.06K -50 -0.4%
WA
541
WBH Advisory
Maryland
$1.1M -$24.3K -299 -2%
MCC
542
Mid Continent Capital
Illinois
$1.1M -$342K -4,202 -24%
MIM
543
Marco Investment Management
Georgia
$1.1M +$9.76K +120 +0.9%
BFG
544
Beacon Financial Group
Texas
$1.09M -$11.2K -137 -1%
OAC
545
OMERS Administration Corp
Ontario, Canada
$1.09M -$106K -1,300 -9%
EOJOAM
546
E. Ohman J:or Asset Management
Sweden
$1.09M – – –
GJIC
547
Gamble Jones Investment Counsel
California
$1.09M -$68.3K -840 -6%
TCA
548
Tortoise Capital Advisors
Kansas
$1.09M +$377K +4,641 +53%
BBI
549
Baxter Bros Inc
Connecticut
$1.07M -$48.3K -594 -4%
ATC
550
Adirondack Trust Company
New York
$1.06M -$3.01K -37 -0.3%
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