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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $28B invested in Phillips 66 in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 353 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
27.7%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.43%
New
124
Increased
353
Reduced
410
Closed
98
Calls
$464M
Puts
$272M
Net Calls
+$192M
Net Calls Change
+$57.9M

Top Buyers

1
TP
Third Point
New York
+$359M
2
WRF
Waddell & Reed Financial
Kansas
+$299M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$245M
4
State Street
State Street
Massachusetts
+$186M
5
Deutsche Bank
Deutsche Bank
Germany
+$165M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.44B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$753M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$311M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
5
Barclays
Barclays
United Kingdom
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$659K -$33.7K -470 -5%
VDI
627
Vaughan David Investments
Illinois
$658K -$14.3K -200 -2%
SNT
628
Security National Trust
West Virginia
$650K -$52.1K -727 -7%
FAAS
629
First Allied Advisory Services
California
$647K -$9.32K -128 -1%
AW
630
Alpha Windward
Massachusetts
$647K +$41.1K +574 +7%
SYBT
631
Stock Yards Bank & Trust
Kentucky
$646K -$53.8K -750 -8%
SA
632
Strategic Advisors
New York
$644K -$13.5K -188 -2%
FFSOTS
633
Fiduciary Financial Services of The Southwest
Texas
$627K -$502 -7 -0.1%
WSCM
634
Wellington Shields Capital Management
New York
$627K – – –
AT
635
Arden Trust
Delaware
$623K -$68.3K -953 -10%
PL
636
Perpetual Ltd
Australia
$623K +$179K +2,500 +40%
BA
637
Bennicas & Associates
California
$621K -$7.17K -100 -1%
BBHC
638
Brown Brothers Harriman & Co
New York
$619K +$72.7K +1,013 +13%
Dodge & Cox
639
Dodge & Cox
California
$616K – – –
AP
640
Advisor Partners
California
$611K +$611K +8,514 New
Rafferty Asset Management
641
Rafferty Asset Management
New York
$610K +$227K +3,161 +59%
NPC
642
National Planning Corporation
California
$609K -$134K -2,019 -18%
Fisher Asset Management
643
Fisher Asset Management
Washington
$607K -$24K -334 -4%
Envestnet Asset Management
644
Envestnet Asset Management
Illinois
$606K -$66.8K -932 -10%
CCMD
645
Cypress Capital Management (Delaware)
Delaware
$602K +$143K +2,000 +31%
WAM
646
Weatherly Asset Management
California
$600K +$20.6K +287 +4%
WSFS
647
Wilmington Savings Fund Society
Delaware
$597K -$1.16M -16,171 -66%
UCFA
648
United Capital Financial Advisors
Texas
$595K -$18.5K -258 -3%
DWT
649
Dorsey & Whitney Trust
South Dakota
$593K – – –
CS
650
Cannell & Spears
New York
$588K +$260K +3,627 +79%
24 25
26
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