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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 %
AGA
576
Accuvest Global Advisors
Utah
$868K +$868K +12,100 New
MCM
577
Manchester Capital Management
Vermont
$863K – – –
CC
578
ClearArc Capital
Ohio
$846K +$17.6K +246 +2%
PAM
579
PartnerRe Asset Management
Connecticut
$845K +$112K +1,559 +15%
WIC
580
Wilkins Investment Counsel
Massachusetts
$835K -$158K -2,200 -16%
TBA
581
Tower Bridge Advisors
Pennsylvania
$835K – – –
GA
582
Geneva Advisors
Illinois
$833K -$90.8K -1,266 -10%
RC
583
Randolph Company
Ohio
$833K – – –
PRA
584
Parametric Risk Advisors
Connecticut
$832K -$789K -11,000 -49%
Cohen & Steers
585
Cohen & Steers
New York
$832K +$674K +9,400 +427%
EOJOAM
586
E. Ohman J:or Asset Management
Sweden
$831K -$146K -2,000 -15%
TNBTD
587
Trustmark National Bank Trust Department
Mississippi
$823K -$78K -1,087 -9%
TCOTO
588
Trust Company of the Ozarks
Missouri
$817K +$35.5K +496 +5%
HAIM
589
Hunter Associates Investment Management
Pennsylvania
$812K -$14.3K -200 -2%
CI
590
Constellation Investments
Ohio
$807K +$28.7K +400 +4%
OWD
591
Osborn Williams & Donohoe
Ohio
$803K +$291K +4,061 +57%
LKIM
592
Lawson Kroeker Investment Management
Nebraska
$802K -$12.6K -175 -2%
TRCT
593
Tower Research Capital (TRC)
New York
$800K +$645K +8,991 +415%
HCM
594
Herndon Capital Management
Georgia
$794K -$17.1K -239 -2%
RJT
595
Raymond James Trust
Florida
$785K -$39.3K -548 -5%
CAM
596
Columbia Asset Management
Michigan
$785K +$124K +1,723 +19%
GI
597
GAMCO Investors
Connecticut
$779K -$344K -4,800 -31%
ICOA
598
Investment Centers of America
North Dakota
$778K -$166K -2,296 -18%
TAM
599
Tocqueville Asset Management
New York
$776K +$115K +1,601 +17%
RIM
600
Regent Investment Management
Kentucky
$774K -$38.6K -539 -5%
22 23
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