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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 %
SG
751
Somerset Group
Minnesota
$375K +$375K +4,871 New
CTA
752
Colonial Trust Advisors
South Carolina
$372K – – –
FCH
753
Freestone Capital Holdings
Washington
$370K +$10.1K +131 +3%
DWT
754
Dorsey & Whitney Trust
South Dakota
$365K -$217K -2,825 -37%
ARMC
755
American Research & Management Company
Massachusetts
$365K – – –
PGFC
756
Peapack-Gladstone Financial Corp
New Jersey
$364K – – –
BFC
757
Blue Fin Capital
Rhode Island
$361K -$4.63K -60 -1%
FIG
758
Fusion Investment Group
Pennsylvania
$360K -$20.7K -268 -5%
GIS
759
Guardian Investor Services
New York
$356K -$21.1K -274 -6%
TIA
760
Tiemann Investment Advisors
California
$356K – – –
WIS
761
Wright Investors Service
Connecticut
$355K -$11.4K -148 -3%
BJL
762
Brighton Jones LLC
Washington
$355K -$1.77K -23 -0.5%
BWP
763
Baldwin Wealth Partners
Massachusetts
$355K – – –
Dodge & Cox
764
Dodge & Cox
California
$354K – – –
CIC
765
Crawford Investment Counsel
Georgia
$353K +$28.9K +375 +9%
AB
766
Atlas Brown
Kentucky
$351K – – –
BHA
767
Beech Hill Advisors
New York
$349K +$12.3K +160 +4%
KFC
768
Klingenstein Fields & Co
New York
$347K -$515K -6,689 -60%
EM
769
Excalibur Management
Massachusetts
$346K -$16.4K -213 -5%
LPC
770
Loeb Partners Corp
New York
$344K – – –
MAA
771
Mraz Amerine & Associates
California
$344K +$154 +2 +0%
WA
772
Waverly Advisors
Alabama
$344K +$327K +4,238 +1,909%
LCM
773
LVM Capital Management
Michigan
$343K – – –
PTC
774
Private Trust Company
Ohio
$335K -$2.77K -36 -0.8%
CAM
775
Cypress Asset Management
Texas
$334K +$117K +1,521 +54%
29 30
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