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Phillips 66

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
651
Denver Investment Advisors
Colorado
$697K
WA
652
WFG Advisors
Texas
$692K +$67.1K +835 +11%
AA
653
Apriem Advisors
California
$691K
NYLIM
654
New York Life Investment Management
New York
$686K +$686K +8,530 New
MC
655
Moors & Cabot
Massachusetts
$684K +$197K +2,459 +40%
KFA
656
Kelleher Financial Advisors
New York
$679K
FAAS
657
First Allied Advisory Services
California
$669K +$29.1K +363 +5%
NBC
658
Neuberger Berman Canada
Ontario, Canada
$668K -$1.02M -12,700 -60%
CLOS
659
Compagnie Lombard Odier SCmA
Switzerland
$664K -$54.4K -676 -8%
FMBTD
660
First Midwest Bank Trust Division
Illinois
$663K +$252K +3,135 +61%
Fisher Asset Management
661
Fisher Asset Management
Washington
$661K -$37.2K -463 -5%
KS
662
Karpas Strategies
Connecticut
$653K
AFIA
663
America First Investment Advisors
Nebraska
$648K
WAM
664
Weatherly Asset Management
California
$643K -$5.63K -70 -0.9%
Luther King Capital Management (LKCM)
665
Luther King Capital Management (LKCM)
Texas
$643K +$157K +1,947 +32%
MYAM
666
Meiji Yasuda Asset Management
Japan
$641K -$12.1K -150 -2%
SAM
667
SignalPoint Asset Management
Missouri
$640K -$26.2K -326 -4%
WS
668
Wedbush Securities
California
$638K -$343K -4,267 -35%
ACM
669
Azimuth Capital Management
Michigan
$635K -$12.1K -150 -2%
OA
670
Oxbow Advisors
Texas
$628K
BFEC
671
Benjamin F. Edwards & Company
Missouri
$625K +$30.8K +383 +5%
BC
672
Burney Company
Virginia
$622K -$142K -1,760 -19%
FTIOP
673
Fiduciary Trust International of Pennsylvania
Pennsylvania
$622K -$62K -771 -9%
WCBA
674
Weaver C. Barksdale & Associates
Tennessee
$612K
IIM
675
Intact Investment Management
Quebec, Canada
$611K