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Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
IA
801
IndexIQ Advisors
New York
$279K +$203K +2,836 +268%
HT
802
HighTower Trust
Texas
$278K -$292K -4,072 -51%
BDF
803
Balasa Dinverno & Foltz
$278K +$33K +461 +13%
NCM
804
Novare Capital Management
North Carolina
$277K +$5.66K +79 +2%
BHA
805
Beech Hill Advisors
New York
$275K -$61K -850 -18%
GIS
806
Guardian Investor Services
New York
$275K -$9.69K -135 -3%
OPTFSNA
807
Old Point Trust & Financial Services N A
Virginia
$275K
WT
808
Washington Trust
Rhode Island
$273K +$80.8K +1,127 +42%
HCM
809
Hollencrest Capital Management
California
$273K +$273K +3,805 New
MA
810
Montag & Associates
Georgia
$269K -$14.4K -200 -5%
MIH
811
Madison Investment Holdings
Wisconsin
$269K +$27.6K +385 +11%
ST
812
Smithfield Trust
Pennsylvania
$264K
BC
813
Banced Corp
Illinois
$262K +$1.44K +20 +0.6%
LA
814
LVW Advisors
New York
$260K +$260K +3,630 New
JG
815
Jefferies Group
New York
$258K -$3.62M -50,485 -93%
CC
816
Cadinha & Co
Hawaii
$258K
RCAG
817
Rehmann Capital Advisory Group
Michigan
$254K -$26.8K -373 -10%
CFA
818
CT Financial Advisors
Pennsylvania
$253K +$253K +3,528 New
SCA
819
STALEY CAPITAL ADVISERS
Pennsylvania
$251K
HCM
820
Howland Capital Management
Massachusetts
$250K -$56.3K -786 -18%
BCM
821
BTR Capital Management
California
$250K
TFA
822
Transamerica Financial Advisors
Florida
$249K -$489K -6,813 -66%
BFS
823
Bradley Foster & Sargent
Connecticut
$249K
CLOS
824
Compagnie Lombard Odier SCmA
Switzerland
$248K -$309K -4,326 -56%
HPBT
825
High Point Bank & Trust
North Carolina
$248K