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Phillips 66

909 hedge funds and large institutions have $24B invested in Phillips 66 in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 318 increasing their positions, 382 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-24
Holders Change %
-2.57%
% of All Funds
29.48%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.26%
New
69
Increased
318
Reduced
382
Closed
84
Calls
$611M
Puts
$378M
Net Calls
+$233M
Net Calls Change
-$66M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
701
Berkshire Asset Management
Pennsylvania
$321K -$4.34K -75 -1%
PGFC
702
Peapack-Gladstone Financial Corp
New Jersey
$319K -$111K -1,915 -26%
TT
703
Tiedemann Trust
Delaware
$318K -$2.88K -50 -0.9%
MM
704
Midas Management
New York
$318K
RB
705
Rodgers Brothers
Pennsylvania
$318K
MA
706
Montag & Associates
Georgia
$314K -$408K -7,062 -57%
CWM
707
Concert Wealth Management
California
$312K -$5.82K -101 -2%
CIM
708
Corbyn Investment Management
Maryland
$311K
PFS
709
Prospera Financial Services
Texas
$308K +$25.6K +442 +9%
Harris Associates
710
Harris Associates
Illinois
$306K
HCM
711
Howland Capital Management
Massachusetts
$306K +$231 +4 +0.1%
PAM
712
Private Asset Management
California
$305K -$42.8K -742 -12%
NPF
713
Norris Perne & French
Michigan
$304K -$59.5K -1,030 -16%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K -$40.2K -694 -12%
UR
715
USCA RIA
Texas
$302K
STIA
716
Stone Toro Investment Advisers
New Jersey
$301K +$42.1K +728 +16%
GA
717
Geneva Advisors
Illinois
$300K -$38.3K -663 -11%
WI
718
Wedgewood Investors
Pennsylvania
$299K
WOC
719
West Oak Capital
California
$298K +$13.6K +235 +5%
Toronto Dominion Bank
720
Toronto Dominion Bank
Ontario, Canada
$298K
KB
721
Kimelman & Baird
New York
$298K
MCM
722
Maryland Capital Management
Maryland
$296K -$7.23K -125 -2%
HIM
723
Hermes Investment Management
United Kingdom
$295K -$19.3M -333,198 -98%
Dodge & Cox
724
Dodge & Cox
California
$295K
UFG
725
United Fire Group
Iowa
$291K