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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 %
BFA
551
Bragg Financial Advisors
North Carolina
$969K -$17.8K -248 -2%
AMIM
552
Aull & Monroe Investment Management
Alabama
$954K -$56.2K -783 -6%
WA
553
WBH Advisory
Maryland
$951K -$20.6K -287 -2%
MYLI
554
Meiji Yasuda Life Insurance
Japan
$946K +$14.3K +200 +2%
HFS
555
HL Financial Services
Kentucky
$945K +$41.2K +575 +5%
FCB
556
First Citizens Bancorporation
South Carolina
$943K +$112K +1,560 +13%
AIM
557
abrdn Investment Management
United Kingdom
$940K -$735K -10,254 -44%
BBI
558
Baxter Bros Inc
Connecticut
$940K -$6.24K -87 -0.7%
LIA
559
LS Investment Advisors
Michigan
$940K +$34.7K +484 +4%
P
560
Pitcairn
Pennsylvania
$938K -$36.2K -504 -4%
TCP
561
TAMRO Capital Partners
Virginia
$936K -$38.3K -534 -4%
CC
562
Cannell & Co
New York
$934K +$40.3K +562 +5%
BFO
563
Boston Family Office
Massachusetts
$933K – – –
ATC
564
Adirondack Trust Company
New York
$924K -$11.5K -160 -1%
FM
565
Forward Management
California
$917K +$11.9K +166 +1%
PGIM
566
Pacific Global Investment Management
California
$915K -$17.6K -245 -2%
CAI
567
Capital Advisors Inc
Oklahoma
$913K -$789 -11 -0.1%
MCC
568
Mid Continent Capital
Illinois
$911K -$59.2K -825 -6%
SAM
569
Silvercrest Asset Management
New York
$899K +$73.5K +1,026 +9%
K
570
Kemper
Illinois
$896K -$1.08M -15,000 -55%
Belvedere Trading
571
Belvedere Trading
Illinois
$895K +$895K +12,480 New
PP
572
Paloma Partners
Connecticut
$893K -$2.25M -31,372 -72%
RJFSA
573
Raymond James Financial Services Advisors
Florida
$891K +$891K +12,434 New
LIC
574
Lodestar Investment Counsel
Illinois
$868K +$27.6K +385 +3%
NSIM
575
North Star Investment Management
Illinois
$868K +$206K +2,867 +31%
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