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Phillips 66
PSX

Overview Fund Activity

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

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$673M
2
Norges Bank
2
Norges Bank
Norway
$725M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$800M
5
Boston Partners
5
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$646M
4
EVM
4
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
5
Ameriprise
Minnesota
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
801
RS Investment Management
California
$339K – – –
HIM
802
Hillsdale Investment Management
Ontario, Canada
$339K +$339K +4,210 New
Dodge & Cox
803
Dodge & Cox
California
$338K -$32.2K -400 -9%
WA
804
WealthTrust Axiom
Pennsylvania
$332K +$161 +2 +0%
SFT
805
Simmons First Trust
Arkansas
$331K – – –
WCM
806
Westend Capital Management
California
$330K -$1.61K -20 -0.5%
FWP
807
FAS Wealth Partners
Kansas
$330K +$3.06K +38 +0.9%
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$324K +$173K +2,150 +115%
KFC
809
Klingenstein Fields & Co
New York
$322K -$40.2K -500 -11%
RCAG
810
Rehmann Capital Advisory Group
Michigan
$318K +$10.8K +135 +4%
CWM
811
Concert Wealth Management
California
$314K +$11.2K +153 +4%
TC
812
TradeLink Capital
Illinois
$314K +$96.7K +1,200 +44%
OPTFSNA
813
Old Point Trust & Financial Services N A
Virginia
$313K -$12.1K -150 -4%
NCM
814
Novare Capital Management
North Carolina
$313K – – –
PGA
815
Portland Global Advisors
Maine
$312K – – –
PAG
816
Pinnacle Advisory Group
Maryland
$309K +$309K +3,849 New
IIM
817
Ipswich Investment Management
Massachusetts
$307K +$84.8K +1,055 +38%
RMSCM
818
R.M. Sincerbeaux Capital Management
New York
$306K – – –
BC
819
Banced Corp
Illinois
$305K -$127K -1,578 -29%
CS
820
Comerica Securities
Michigan
$305K -$20K -248 -6%
FMLI
821
Fukoku Mutual Life Insurance
Japan
$302K +$24.2K +300 +9%
AIM
822
Acuity Investment Management
Ontario, Canada
$298K -$16.1K -200 -5%
FSA
823
Financial Sense Advisors
California
$297K +$297K +3,687 New
ST
824
Smithfield Trust
Pennsylvania
$296K – – –
PFSC
825
Peoples Financial Services Corp
Pennsylvania
$293K -$2.97K -37 -1%
31 32
33
34 35