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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $28B invested in Phillips 66 in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 353 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
27.7%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.43%
New
124
Increased
353
Reduced
410
Closed
98
Calls
$464M
Puts
$272M
Net Calls
+$192M
Net Calls Change
+$57.9M

Top Buyers

1
TP
1
Third Point
New York
$359M
2
WRF
2
Waddell & Reed Financial
Kansas
$857M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$990M
4
State Street
4
State Street
Massachusetts
$1.95B
5
Deutsche Bank
5
Deutsche Bank
Germany
$361M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$185M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$344M
5
Barclays
5
Barclays
United Kingdom
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
776
Checchi Capital Advisers
California
$319K +$35.3K +493 +12%
RIM
777
RS Investment Management
California
$316K +$14.3K +200 +5%
SFT
778
Simmons First Trust
Arkansas
$313K +$18.1K +252 +6%
ASN
779
Advisory Services Network
Georgia
$312K -$168K -2,640 -35%
SG
780
Somerset Group
Minnesota
$310K -$39.5K -550 -11%
STMM
781
South Texas Money Management
Texas
$308K -$4.66K -65 -1%
LCM
782
LVM Capital Management
Michigan
$308K +$3.58K +50 +1%
EMG
783
Ellington Management Group
Connecticut
$308K +$308K +4,300 New
EM
784
Excalibur Management
Massachusetts
$306K -$10.7K -150 -3%
BWP
785
Baldwin Wealth Partners
Massachusetts
$306K – – –
SWM
786
SVA Wealth Management
Wisconsin
$305K +$53.2K +742 +21%
RGC
787
Roberts, Glore & Co
Illinois
$304K -$5.38K -75 -2%
BAM
788
Berkshire Asset Management
Pennsylvania
$303K -$49.5K -691 -14%
LBC
789
Lowe Brockenbrough & Co
Virginia
$302K -$108K -1,500 -26%
WEC
790
Winslow Evans & Crocker
Massachusetts
$301K – – –
GAM
791
Gotham Asset Management
New York
$300K -$572K -7,973 -66%
PAS
792
Partnervest Advisory Services
California
$298K +$298K +4,151 New
FWM
793
Frontier Wealth Management
Missouri
$297K +$297K +4,147 New
FMT
794
First Mercantile Trust
Tennessee
$294K -$298K -4,150 -50%
BKBG
795
BHF Kleinwort Benson Group
Belgium
$293K +$275K +3,840 +1,536%
PGFC
796
Peapack-Gladstone Financial Corp
New Jersey
$292K -$10.8K -150 -4%
FWP
797
FAS Wealth Partners
Kansas
$291K – – –
IH
798
IFC Holdings
Florida
$291K +$103K +1,401 +54%
BIM
799
Baldwin Investment Management
Pennsylvania
$290K – – –
CAM
800
Cypress Asset Management
Texas
$287K -$43.2K -603 -13%
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