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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 %
RGC
776
Roberts, Glore & Co
Illinois
$333K -$3.24K -42 -1%
X
777
Xponance
Pennsylvania
$330K +$330K +4,290 New
EIM
778
Emerson Investment Management
Massachusetts
$328K -$189K -2,451 -37%
WEC
779
Winslow Evans & Crocker
Massachusetts
$327K +$2.93K +38 +0.9%
STMM
780
South Texas Money Management
Texas
$324K – – –
SCM
781
Stux Capital Management
New York
$324K +$324K +4,200 New
RIM
782
RS Investment Management
California
$324K +$324K +4,209 New
WCM
783
Westend Capital Management
California
$322K -$46.8K -600 -13%
NPF
784
Norris Perne & French
Michigan
$321K -$83.9K -1,090 -21%
CWM
785
Concert Wealth Management
California
$318K -$103K -1,335 -24%
WA
786
WealthTrust Axiom
Pennsylvania
$318K +$77 +1 +0%
SFT
787
Simmons First Trust
Arkansas
$317K – – –
PJSIMP
788
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K – – –
PL
789
Plancorp LLC
Missouri
$314K +$231 +3 +0.1%
EA
790
Emerald Advisers
Pennsylvania
$313K -$51.7K -671 -14%
FWP
791
FAS Wealth Partners
Kansas
$313K -$9.79K -127 -3%
OPTFSNA
792
Old Point Trust & Financial Services N A
Virginia
$311K -$15.4K -200 -5%
CS
793
Comerica Securities
Michigan
$311K +$69.3K +899 +29%
AIM
794
Acuity Investment Management
Ontario, Canada
$301K -$2.05M -26,600 -87%
PFS
795
Prospera Financial Services
Texas
$301K -$19.5K -266 -6%
IRS
796
Invictus RG (Singapore)
Singapore
$301K +$208K +2,700 +225%
NCM
797
Novare Capital Management
North Carolina
$299K – – –
PGA
798
Portland Global Advisors
Maine
$299K +$299K +3,885 New
QSS
799
Quantitative Systematic Strategies
Florida
$298K +$298K +3,893 New
SC
800
Scotia Capital
Ontario, Canada
$297K -$79K -1,024 -21%
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