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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 %
HDIM
601
Hanson & Doremus Investment Management
Vermont
$799K -$3.85K -50 -0.5%
HT
602
HighTower Trust
Texas
$795K -$647K -8,400 -45%
BRWA
603
B. Riley Wealth Advisors
Florida
$786K +$254K +3,293 +48%
SNT
604
Security National Trust
West Virginia
$783K -$45.6K -591 -5%
AT
605
Arden Trust
Delaware
$776K -$3.47K -45 -0.4%
RIA
606
Regal Investment Advisors
Michigan
$776K +$137K +1,781 +21%
SA
607
Strategic Advisors
New York
$762K -$51.6K -670 -6%
AAM
608
AR Asset Management
California
$759K – – –
FT
609
Fiduciary Trust
Massachusetts
$759K +$76.8K +997 +11%
CCFCSB
610
Cape Cod Five Cents Savings Bank
Massachusetts
$746K – – –
WSCM
611
Wellington Shields Capital Management
New York
$738K -$19.3K -250 -3%
KFS
612
KMS Financial Services
Washington
$736K +$36.7K +477 +5%
AW
613
Alpha Windward
Massachusetts
$732K -$48.9K -635 -6%
BC
614
Burney Company
Virginia
$731K -$147K -1,912 -17%
ANTB
615
AMG National Trust Bank
Colorado
$728K +$34.5K +448 +5%
BHWM
616
Bar Harbor Wealth Management
New Hampshire
$723K +$46.3K +600 +7%
NPC
617
National Planning Corporation
California
$717K -$76.1K -960 -10%
MMCM
618
Marque Millennium Capital Management
New York
$717K – – –
BSWMG
619
Barrington Strategic Wealth Management Group
Illinois
$711K +$8.86K +115 +1%
CA
620
CapWealth Advisors
Tennessee
$708K -$7.7K -100 -1%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$706K -$56.2K -728 -7%
FMT
622
First Mercantile Trust
Tennessee
$697K – – –
Fuller & Thaler Asset Management
623
Fuller & Thaler Asset Management
California
$694K -$401K -5,200 -37%
TAM
624
Tocqueville Asset Management
New York
$693K -$11.6K -150 -2%
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$687K +$70.2K +912 +11%
23 24
25
26 27