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Phillips 66

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
626
Tocqueville Asset Management
New York
$750K +$25.1K +309 +3%
CAM
627
Columbia Asset Management
Michigan
$750K +$276K +3,400 +58%
SA
628
Strategic Advisors
New York
$745K -$30.1K -370 -4%
FAAS
629
First Allied Advisory Services
California
$723K +$53.9K +672 +8%
PHIMC
630
Private Harbour Investment Management & Counsel
Ohio
$717K -$4.06K -50 -0.6%
HIM
631
Hermes Investment Management
United Kingdom
$717K
Fisher Asset Management
632
Fisher Asset Management
Washington
$715K +$47K +578 +7%
BA
633
Bennicas & Associates
California
$712K
FFSOTS
634
Fiduciary Financial Services of The Southwest
Texas
$712K
WSCM
635
Wellington Shields Capital Management
New York
$711K -$23.3K -286 -3%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$700K +$68K +836 +11%
Dodge & Cox
637
Dodge & Cox
California
$698K +$357K +4,390 +105%
Capstone Investment Advisors
638
Capstone Investment Advisors
New York
$698K +$698K +8,587 New
UCFA
639
United Capital Financial Advisors
Texas
$696K +$696K +8,561 New
NYLIM
640
New York Life Investment Management
New York
$694K
AW
641
Alpha Windward
Massachusetts
$687K -$21.8K -268 -3%
BCM
642
Bluefin Capital Management
New York
$685K -$2.54M -31,297 -79%
MC
643
Moors & Cabot
Massachusetts
$682K -$9.3K -115 -1%
WS
644
Wedbush Securities
California
$680K +$34.8K +428 +5%
DWT
645
Dorsey & Whitney Trust
South Dakota
$674K +$197K +2,423 +41%
NFG
646
Next Financial Group
Texas
$674K +$671K +8,259 +22,942%
FMT
647
First Mercantile Trust
Tennessee
$670K -$65K -800 -9%
KS
648
Karpas Strategies
Connecticut
$660K
ACM
649
Azimuth Capital Management
Michigan
$658K +$16.3K +200 +3%
WAM
650
Weatherly Asset Management
California
$657K +$7.39K +91 +1%