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Phillips 66
PSX

Overview Fund Activity

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$310M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$231M
3
American Century Companies
American Century Companies
Missouri
+$183M
4
WRF
Waddell & Reed Financial
Kansas
+$122M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$94M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$429M
2
Norges Bank
Norges Bank
Norway
-$377M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$197M
4
Prudential Financial
Prudential Financial
New Jersey
-$122M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWR
751
McAdams Wright Ragen
Washington
$387K -$156K -1,925 -29%
ARMC
752
American Research & Management Company
Massachusetts
$386K – – –
BFC
753
Blue Fin Capital
Rhode Island
$385K +$10.2K +125 +3%
CIC
754
Crawford Investment Counsel
Georgia
$384K +$5.85K +72 +2%
CWP
755
Capital Wealth Planning
Florida
$383K – – –
EWA
756
EP Wealth Advisors
California
$382K +$8.12K +100 +2%
BHA
757
Beech Hill Advisors
New York
$381K – – –
TIA
758
Tiemann Investment Advisors
California
$379K -$732 -9 -0.2%
AB
759
Atlas Brown
Kentucky
$379K – – –
ST
760
Spinnaker Trust
Maine
$377K +$377K +4,632 New
BJL
761
Brighton Jones LLC
Washington
$376K -$2.6K -32 -0.7%
PTC
762
Private Trust Company
Ohio
$375K -$47.3K -582 -11%
CAM
763
Cypress Asset Management
Texas
$375K -$33.5K -412 -8%
FNFDCM
764
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$372K – – –
CS
765
Cannell & Spears
New York
$372K +$2.6K +32 +0.7%
ICAS
766
Investors Capital Advisory Services
Massachusetts
$368K -$43.1K -531 -10%
MSS
767
Mitchell Sinkler & Starr
Pennsylvania
$366K – – –
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$365K +$38.6K +476 +12%
AB
769
AT Bancorp
Iowa
$364K +$146K +1,800 +67%
LPC
770
Loeb Partners Corp
New York
$363K – – –
PAM
771
Private Asset Management
California
$362K -$4.06K -50 -1%
EM
772
Excalibur Management
Massachusetts
$360K -$977 -12 -0.3%
STMM
773
South Texas Money Management
Texas
$355K +$6.83K +84 +2%
RGC
774
Roberts, Glore & Co
Illinois
$351K – – –
ZIM
775
Zacks Investment Management
Illinois
$350K -$21.8M -267,868 -98%
29 30
31
32 33