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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 %
BB
651
Bell Bank
North Dakota
$611K -$165K -2,136 -21%
OA
652
Oxbow Advisors
Texas
$601K -$3.24K -42 -0.5%
WA
653
WFG Advisors
Texas
$599K -$82.8K -1,074 -12%
WTC
654
WhitTier Trust Company
Nevada
$591K +$16.8K +218 +3%
WCBA
655
Weaver C. Barksdale & Associates
Tennessee
$586K – – –
IIM
656
Intact Investment Management
Quebec, Canada
$586K – – –
CBB
657
Citizens Business Bank
California
$583K – – –
OWD
658
Osborn Williams & Donohoe
Ohio
$582K – – –
FM
659
Forward Management
California
$581K -$14.2K -187 -2%
GG
660
Gofen & Glossberg
Illinois
$580K -$44.9K -600 -7%
JC
661
Jacobs & Co
California
$580K -$3.85K -50 -0.7%
UCFA
662
United Capital Financial Advisors
Texas
$580K +$320K +4,155 +123%
PAM
663
Palisade Asset Management
Minnesota
$578K +$11.6K +150 +2%
PPSG
664
Princeton Portfolio Strategies Group
New Jersey
$578K +$20.8K +270 +4%
1SB
665
1ST Source Bank
Indiana
$577K -$36.6K -475 -6%
LGC
666
Laurel Grove Capital
California
$574K – – –
GIA
667
GHP Investment Advisors
Colorado
$570K – – –
BFEC
668
Benjamin F. Edwards & Company
Missouri
$569K -$6.63K -86 -1%
NCMW
669
Northern Capital Management (Wisconsin)
Wisconsin
$565K -$6.78K -88 -1%
Los Angeles Capital Management
670
Los Angeles Capital Management
California
$561K -$22.5M -291,650 -98%
GF
671
Goodman Financial
Texas
$558K – – –
MIC
672
MU Investments Company
Japan
$556K -$92K -1,200 -14%
BUB
673
BBVA USA Bancshares
Texas
$547K – – –
MWR
674
McAdams Wright Ragen
Washington
$543K +$110K +1,435 +26%
TRCT
675
Tower Research Capital (TRC)
New York
$543K +$327K +4,234 +151%
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