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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 %
PHIMC
626
Private Harbour Investment Management & Counsel
Ohio
$682K -$45.7K -593 -6%
FFSOTS
627
Fiduciary Financial Services of The Southwest
Texas
$680K +$5.47K +71 +0.8%
HIM
628
Hermes Investment Management
United Kingdom
$680K +$287K +3,724 +73%
Bank of Nova Scotia
629
Bank of Nova Scotia
Ontario, Canada
$677K -$156K -2,024 -19%
BA
630
Bennicas & Associates
California
$675K -$73.2K -950 -10%
NRS
631
Neville Rodie & Shaw
New York
$673K – – –
Fisher Asset Management
632
Fisher Asset Management
Washington
$669K -$13.5K -175 -2%
RG
633
Rathbones Group
United Kingdom
$669K +$669K +8,684 New
DIA
634
Denver Investment Advisors
Colorado
$668K -$13.9K -180 -2%
BBHC
635
Brown Brothers Harriman & Co
New York
$665K -$47.5K -617 -7%
MFS
636
MSI Financial Services
Massachusetts
$663K -$121K -1,568 -15%
AA
637
Apriem Advisors
California
$662K -$16.6K -216 -2%
DTL
638
Dynamic Technology Lab
Singapore
$661K +$661K +8,580 New
NSIM
639
North Star Investment Management
Illinois
$658K -$1.31K -17 -0.2%
FTIOP
640
Fiduciary Trust International of Pennsylvania
Pennsylvania
$655K -$43.4K -563 -6%
KFA
641
Kelleher Financial Advisors
New York
$650K – – –
SAM
642
SignalPoint Asset Management
Missouri
$638K -$1.85K -24 -0.3%
MYAM
643
Meiji Yasuda Asset Management
Japan
$626K -$77.1K -1,000 -11%
KS
644
Karpas Strategies
Connecticut
$626K – – –
WAM
645
Weatherly Asset Management
California
$621K -$23K -299 -4%
AFIA
646
America First Investment Advisors
Nebraska
$621K -$3.86K -50 -0.6%
ACM
647
Azimuth Capital Management
Michigan
$620K +$21.1K +274 +4%
FAAS
648
First Allied Advisory Services
California
$619K -$29.4K -379 -5%
FFBTD
649
First Financial Bank - Trust Division
Ohio
$615K -$19.2K -249 -3%
FIM
650
Fruth Investment Management
Texas
$615K – – –
24 25
26
27 28