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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 %
GF
676
Gerstein Fisher
New York
$540K -$532K -6,905 -50%
PWP
677
Private Wealth Partners
California
$535K +$3.85K +50 +0.7%
SF
678
Synovus Financial
Georgia
$529K -$20.9K -270 -4%
JT
679
Jump Trading
Illinois
$527K +$108K +1,396 +26%
CFS
680
Community Financial System
New York
$525K -$543K -7,059 -51%
Tudor Investment Corp
681
Tudor Investment Corp
Connecticut
$522K +$522K +6,770 New
MCM
682
MAI Capital Management
Ohio
$521K -$3.32K -43 -0.6%
PP
683
PDT Partners
New York
$516K -$108K -1,400 -17%
PRC
684
Platte River Capital
Colorado
$516K – – –
MRCM
685
M&R Capital Management
New Jersey
$499K +$11.6K +150 +2%
WT
686
Whittier Trust
California
$497K -$82.3K -1,069 -14%
CCM
687
Catapult Capital Management
New York
$496K +$496K +6,433 New
BCB
688
Brian C. Broderick
$495K – – –
CCMD
689
Cypress Capital Management (Delaware)
Delaware
$493K – – –
HCC
690
Hirtle Callaghan & Co
Pennsylvania
$486K -$1.85K -24 -0.4%
PPCM
691
Pillar Pacific Capital Management
California
$483K -$179K -2,315 -27%
CICI
692
Capital Investment Counsel Inc
North Carolina
$482K -$49.8K -646 -9%
FNB
693
First Niagara Bank
New York
$479K -$21.7K -281 -4%
LW
694
Linscomb Wealth
Texas
$475K +$92.9K +1,205 +24%
IFB
695
iAB Financial Bank
Indiana
$474K -$116K -1,500 -20%
BAM
696
Berkshire Asset Management
Pennsylvania
$473K -$4.39K -57 -0.9%
PVWM
697
Point View Wealth Management
New Jersey
$473K -$2.78K -36 -0.6%
WTB
698
Washington Trust Bank
Washington
$473K +$473K +6,135 New
Northwestern Mutual Wealth Management
699
Northwestern Mutual Wealth Management
Wisconsin
$471K +$48K +622 +11%
SMC
700
Smith, Moore & Co
Missouri
$470K -$50.1K -650 -10%
26 27
28
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