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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 %
SIMM
551
Stillwater Investment Management (Minnesota)
Minnesota
$1.06M -$9.25K -120 -0.9%
NC
552
Northpointe Capital
Michigan
$1.06M -$113K -1,470 -10%
PGIM
553
Pacific Global Investment Management
California
$1.06M -$77 -1 -0%
BBI
554
Baxter Bros Inc
Connecticut
$1.05M -$54.9K -712 -5%
FNBTCON
555
First National Bank & Trust Co of Newtown
Pennsylvania
$1.05M -$70.2K -911 -6%
CIBC World Market
556
CIBC World Market
Ontario, Canada
$1.04M +$137K +1,783 +15%
EOJOAM
557
E. Ohman J:or Asset Management
Sweden
$1.03M -$139K -1,800 -12%
CAI
558
Capital Advisors Inc
Oklahoma
$1.03M -$16.1K -209 -2%
TNBTD
559
Trustmark National Bank Trust Department
Mississippi
$1.02M -$14.3K -186 -1%
ONB
560
Old National Bancorp
Indiana
$1.02M +$435K +5,648 +74%
SYBT
561
Stock Yards Bank & Trust
Kentucky
$1.01M +$87.1K +1,130 +9%
ATC
562
Adirondack Trust Company
New York
$1M -$31.2K -405 -3%
CT
563
Coastline Trust
Rhode Island
$1M – – –
P
564
Pitcairn
Pennsylvania
$999K +$52.1K +676 +6%
BKBG
565
BHF Kleinwort Benson Group
Belgium
$996K +$996K +12,925 New
WRM
566
Westport Resources Management
Connecticut
$970K -$21.3K -277 -2%
FTC
567
Farmers Trust Company
Ohio
$959K -$9.87K -128 -1%
SSB
568
Sandy Spring Bank
Maryland
$954K -$27.9K -362 -3%
WS
569
Wedbush Securities
California
$941K +$308K +3,996 +49%
MCM
570
Manchester Capital Management
Vermont
$935K +$7.7K +100 +0.8%
EFS
571
Essex Financial Services
Connecticut
$929K – – –
TBA
572
Tower Bridge Advisors
Pennsylvania
$924K +$65.1K +845 +8%
CHC
573
City Holding Co
West Virginia
$923K -$11.3K -147 -1%
MYLI
574
Meiji Yasuda Life Insurance
Japan
$919K -$146K -1,889 -14%
DWA
575
Douglass Winthrop Advisors
New York
$912K +$9.24K +120 +1%
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