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Phillips 66

1,000 hedge funds and large institutions have $32.2B invested in Phillips 66 in 2013 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 296 increasing their positions, 414 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+91
Holders Change %
+10.01%
% of All Funds
29.04%
Holding in Top 10
25
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+212.5%
% of All Funds
0.73%
New
171
Increased
296
Reduced
414
Closed
69
Calls
$608M
Puts
$505M
Net Calls
+$103M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
626
Fisher Asset Management
Washington
$683K -$220K -2,852 -24%
MCM
627
Maple Capital Management
Vermont
$682K -$102K -1,323 -13%
WA
628
WFG Advisors
Texas
$682K +$6.32K +82 +0.9%
AA
629
Apriem Advisors
California
$680K +$16.7K +216 +3%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$677K -$3.01K -39 -0.4%
FFSOTS
631
Fiduciary Financial Services of The Southwest
Texas
$675K +$5.63K +73 +0.8%
LIM
632
Loudon Investment Management
New Hampshire
$675K +$675K +8,747 New
NRS
633
Neville Rodie & Shaw
New York
$674K
PPCM
634
Pillar Pacific Capital Management
California
$662K -$566K -7,334 -46%
NSIM
635
North Star Investment Management
Illinois
$660K +$229K +2,975 +53%
KFA
636
Kelleher Financial Advisors
New York
$651K -$810K -10,500 -55%
FAAS
637
First Allied Advisory Services
California
$648K -$36.7K -474 -5%
NERM
638
New England Research & Management
Illinois
$646K +$646K +8,375 New
WAM
639
Weatherly Asset Management
California
$645K +$8.56K +111 +1%
GG
640
Gofen & Glossberg
Illinois
$644K
RIA
641
Regal Investment Advisors
Michigan
$640K +$575K +7,444 +878%
SAM
642
SignalPoint Asset Management
Missouri
$640K +$640K +8,304 New
MIC
643
MU Investments Company
Japan
$635K -$113K -1,500 -15%
FFBTD
644
First Financial Bank - Trust Division
Ohio
$634K -$24.6K -319 -4%
WS
645
Wedbush Securities
California
$633K -$14K -182 -2%
AA
646
ALPS Advisors
Colorado
$632K +$307K +4,200 +94%
KS
647
Karpas Strategies
Connecticut
$626K
PP
648
PDT Partners
New York
$625K -$14.2M -184,404 -96%
AFIA
649
America First Investment Advisors
Nebraska
$625K
CLOS
650
Compagnie Lombard Odier SCmA
Switzerland
$618K +$618K +8,013 New