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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 %
CHC
526
City Holding Co
West Virginia
$1.08M +$36.1K +503 +3%
BCM
527
Bares Capital Management
Texas
$1.08M – – –
VKH
528
Virtu KCG Holdings
New York
$1.06M -$1.01M -14,025 -49%
HFM
529
Hartford Financial Management
Connecticut
$1.06M – – –
AAIM
530
American Assets Investment Management
California
$1.06M – – –
BFG
531
Beacon Financial Group
Texas
$1.04M +$64.9K +891 +7%
Parallax Volatility Advisers
532
Parallax Volatility Advisers
California
$1.04M -$1.71M -23,888 -62%
AGM
533
Alpine Global Management
New York
$1.03M +$1.03M +14,329 New
MFS
534
MSI Financial Services
Massachusetts
$1.03M +$35K +488 +4%
BVDMP
535
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.03M – – –
SPC
536
Sigma Planning Corp
Michigan
$1.02M +$1.02M +14,232 New
SLG
537
Stanley-Laman Group
Pennsylvania
$1.02M -$30.5K -425 -3%
WJA
538
Williams Jones & Associates
New York
$1.02M -$26.9K -375 -3%
AB
539
Amalgamated Bank
New York
$1.01M -$157K -2,186 -13%
GJIC
540
Gamble Jones Investment Counsel
California
$1.01M +$51.4K +717 +5%
SACTSONJ
541
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1M – – –
Thrivent Financial for Lutherans
542
Thrivent Financial for Lutherans
Minnesota
$995K -$3.58K -50 -0.4%
SIMM
543
Stillwater Investment Management (Minnesota)
Minnesota
$994K +$4.16K +58 +0.4%
WRM
544
Westport Resources Management
Connecticut
$993K +$106K +1,478 +12%
CIM
545
Cambria Investment Management
California
$990K +$990K +13,806 New
MCM
546
Matarin Capital Management
New York
$989K +$156K +2,181 +19%
ACM
547
Argyle Capital Management
Pennsylvania
$988K – – –
LCM
548
Leisure Capital Management
California
$983K +$983K +13,711 New
VNA
549
Valley National Advisers
Pennsylvania
$976K +$976K +12,657 New
FNBTCON
550
First National Bank & Trust Co of Newtown
Pennsylvania
$970K -$3.59K -50 -0.4%
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