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Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
GLI
826
Guardian Life Insurance
New York
$260K -$5.55K -72 -2%
CTA
827
Chesley Taft & Associates
Illinois
$259K -$19.3K -250 -7%
HH
828
Hilltop Holdings
Texas
$258K -$96.6K -1,255 -27%
MIH
829
Madison Investment Holdings
Wisconsin
$254K -$116K -1,500 -31%
FB
830
Fulton Bank
Pennsylvania
$252K +$385 +5 +0.2%
TCM
831
Twin Capital Management
Pennsylvania
$252K +$252K +3,265 New
VAM
832
Visium Asset Management
New York
$251K -$1.88M -24,316 -88%
MBTD
833
Mechanics Bank - Trust Department
California
$250K
SWM
834
SVA Wealth Management
Wisconsin
$250K +$10.2K +132 +4%
HS
835
HighVista Strategies
Massachusetts
$249K +$25.1K +303 +11%
TFA
836
Transamerica Financial Advisors
Florida
$248K +$213K +2,764 +613%
TFF
837
Timothy F. Fidgeon
$246K -$11.5K -150 -4%
LIM
838
Loudon Investment Management
New Hampshire
$245K -$430K -5,570 -64%
KFS
839
Kurt F. Somerville
$243K
NME
840
Notis-McConarty Edward
$242K
KCM
841
Kanawha Capital Management
Virginia
$242K
NES
842
New England Securities
New York
$241K +$70.4K +914 +41%
USGIU
843
U.S. Global Investors (USGI)
Texas
$239K -$2.07M -26,900 -90%
MAP
844
Managed Asset Portfolios
Michigan
$238K -$567K -7,357 -70%
HCM
845
Hodges Capital Management
Texas
$238K
BDF
846
Balasa Dinverno & Foltz
$237K +$6.62K +86 +3%
HSA
847
HBK Sorce Advisory
Pennsylvania
$236K -$23.6K -306 -9%
BRWM
848
B. Riley Wealth Management
Tennessee
$236K +$236K +3,068 New
IAM
849
Iridian Asset Management
Connecticut
$235K
LI
850
LMCG Investments
Massachusetts
$234K -$13.5K -176 -5%