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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 %
RT
751
Reliance Trust
Georgia
$415K -$13K -161 -3%
WI
752
Wedgewood Investors
Pennsylvania
$415K
LOAMS
753
Lombard Odier Asset Management (Switzerland)
Switzerland
$409K +$409K +5,106 New
ICAS
754
Investors Capital Advisory Services
Massachusetts
$407K -$32.1K -400 -7%
UFG
755
United Fire Group
Iowa
$404K
CAM
756
Cypress Asset Management
Texas
$404K +$55.1K +685 +16%
WTIM
757
Wilmington Trust Investment Management
Delaware
$403K -$64.3K -800 -14%
RB
758
Rodgers Brothers
Pennsylvania
$402K
WOC
759
West Oak Capital
California
$401K -$8.04K -100 -2%
FSA
760
Franklin Street Advisors
North Carolina
$400K
NL
761
NWAM LLC
Washington
$399K -$9.89K -123 -2%
BBA
762
BLB&B Advisors
Pennsylvania
$399K -$6.76K -84 -2%
WMSA
763
Weiss Multi-Strategy Advisers
New York
$397K +$95.6K +1,190 +32%
CG
764
Clinton Group
New York
$397K +$397K +4,933 New
MMG
765
Monetary Management Group
Missouri
$396K -$82.4K -1,025 -17%
KB
766
Kimelman & Baird
New York
$396K
ECM
767
Estabrook Capital Management
New York
$394K -$88.2K -1,096 -18%
SG
768
Somerset Group
Minnesota
$392K
CTA
769
Colonial Trust Advisors
South Carolina
$388K
PAMG
770
Patton Albertson Miller Group
Tennessee
$383K -$36.6K -449 -9%
ARMC
771
American Research & Management Company
Massachusetts
$381K
CWP
772
Capital Wealth Planning
Florida
$379K -$841K -10,459 -69%
MA
773
Montag & Associates
Georgia
$378K -$18.9K -235 -5%
TIA
774
Tiemann Investment Advisors
California
$376K +$4.03K +50 +1%
BHA
775
Beech Hill Advisors
New York
$376K +$11.7K +145 +3%