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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 %
BC
726
Banced Corp
Illinois
$414K +$203K +2,631 +96%
CIM
727
Corbyn Investment Management
Maryland
$413K – – –
RT
728
Reliance Trust
Georgia
$410K -$2.85K -37 -0.7%
Harris Associates
729
Harris Associates
Illinois
$408K – – –
RBC
730
Ronald Blue & Co
Georgia
$404K +$98.2K +1,276 +32%
KIA
731
KCM Investment Advisors
California
$404K +$170K +2,213 +73%
PAM
732
Private Asset Management
California
$401K -$7.7K -100 -2%
IC
733
InterOcean Capital
Illinois
$401K +$44.6K +578 +13%
CAM
734
Columbia Asset Management
Michigan
$399K +$16.3K +212 +4%
WI
735
Wedgewood Investors
Pennsylvania
$398K – – –
PAMG
736
Patton Albertson Miller Group
Tennessee
$397K -$25.7K -334 -6%
FMBTD
737
First Midwest Bank Trust Division
Illinois
$393K +$48.7K +632 +14%
EWA
738
EP Wealth Advisors
California
$392K +$56.2K +730 +17%
NL
739
NWAM LLC
Washington
$392K +$96.2K +1,249 +33%
WOC
740
West Oak Capital
California
$392K – – –
MSS
741
Mitchell Sinkler & Starr
Pennsylvania
$391K -$532K -6,913 -58%
CS
742
Cannell & Spears
New York
$389K -$100K -1,300 -20%
BBA
743
BLB&B Advisors
Pennsylvania
$389K +$46K +597 +13%
UFG
744
United Fire Group
Iowa
$388K – – –
RB
745
Rodgers Brothers
Pennsylvania
$385K – – –
CA
746
Cetera Advisors
Colorado
$385K +$124K +1,602 +48%
FSA
747
Franklin Street Advisors
North Carolina
$383K -$123K -1,600 -24%
PWAG
748
Polaris Wealth Advisory Group
California
$382K +$382K +4,960 New
MA
749
Montag & Associates
Georgia
$380K -$27K -350 -7%
KB
750
Kimelman & Baird
New York
$379K -$13.1K -170 -3%
28 29
30
31 32