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Phillips 66

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
601
Lyons Wealth Management
Florida
$940K +$940K +11,717 New
RIM
602
Regent Investment Management
Kentucky
$936K -$1.93K -24 -0.2%
RC
603
Randolph Company
Ohio
$935K
SAM
604
Silvercrest Asset Management
New York
$934K +$18.6K +231 +2%
HAIM
605
Hunter Associates Investment Management
Pennsylvania
$927K +$28.2K +350 +3%
CC
606
ClearArc Capital
Ohio
$916K -$20.7K -257 -2%
LKIM
607
Lawson Kroeker Investment Management
Nebraska
$915K -$11.3K -140 -1%
MFS
608
MSI Financial Services
Massachusetts
$906K +$215K +2,669 +31%
SSB
609
Sandy Spring Bank
Maryland
$905K -$90.5K -1,125 -9%
TYCC
610
Texas Yale Capital Corp
Florida
$891K
PRA
611
Parametric Risk Advisors
Connecticut
$885K -$415K -5,161 -32%
TCOTO
612
Trust Company of the Ozarks
Missouri
$884K -$22.3K -277 -2%
VFS
613
VSR Financial Services
Kansas
$875K -$18.3K -228 -2%
HT
614
HighTower Trust
Texas
$869K +$39.7K +494 +5%
AL
615
AJO LP
Pennsylvania
$869K +$869K +10,800 New
AR
616
Advisory Research
Illinois
$867K -$10.5K -130 -1%
CI
617
Constellation Investments
Ohio
$865K -$24.1K -300 -3%
TCOT
618
Trust Company of Toledo
Ohio
$859K +$8.04K +100 +0.9%
CA
619
Cornerstone Advisors
North Carolina
$843K
KFS
620
KMS Financial Services
Washington
$810K +$41.3K +513 +5%
NPC
621
National Planning Corporation
California
$809K +$81.4K +1,011 +11%
LBG
622
Lloyds Banking Group
United Kingdom
$805K -$29.1M -361,356 -97%
AT
623
Arden Trust
Delaware
$796K -$14.6K -181 -2%
CK
624
Carnick & Kubik
Colorado
$796K +$796K +9,900 New
FCB
625
First Citizens Bancorporation
South Carolina
$793K +$793K +9,865 New