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Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
826
Bradley Foster & Sargent
Connecticut
$292K +$6.52K +81 +2%
FDS
827
First Dallas Securities
Texas
$290K +$4.01K +50 +1%
PC
828
Passport Capital
California
$290K +$290K +3,607 New
CC
829
Cadinha & Co
Hawaii
$289K
BIM
830
Baldwin Investment Management
Pennsylvania
$286K
IAM
831
Iridian Asset Management
Connecticut
$285K +$39.4K +490 +16%
NPF
832
Norris Perne & French
Michigan
$284K -$51.5K -640 -15%
SCA
833
STALEY CAPITAL ADVISERS
Pennsylvania
$282K
BCM
834
BTR Capital Management
California
$281K -$6.68K -83 -2%
HPBT
835
High Point Bank & Trust
North Carolina
$278K
FB
836
Fulton Bank
Pennsylvania
$277K +$12.8K +159 +5%
TFA
837
Transamerica Financial Advisors
Florida
$276K +$20.3K +255 +8%
SCP
838
Syntal Capital Partners
Texas
$276K +$216K +2,688 +357%
JT
839
Jump Trading
Illinois
$274K -$277K -3,441 -50%
1GA
840
1st Global Advisors
Texas
$273K -$9.66K -120 -3%
NB
841
NBT Bank
New York
$272K -$36.2K -450 -12%
RH
842
Rayner & Haynor
California
$272K -$8.03K -100 -3%
CTA
843
Chesley Taft & Associates
Illinois
$272K +$1.93K +24 +0.7%
MIH
844
Madison Investment Holdings
Wisconsin
$271K +$5.88K +73 +2%
GLI
845
Guardian Life Insurance
New York
$268K -$3.38K -42 -1%
NSAM
846
North Star Asset Management
Wisconsin
$267K +$40.2K +501 +18%
HH
847
Hilltop Holdings
Texas
$266K -$3.46K -43 -1%
SWM
848
SVA Wealth Management
Wisconsin
$266K +$5.22K +65 +2%
CCA
849
Checchi Capital Advisers
California
$266K +$52.6K +654 +25%
HSA
850
HBK Sorce Advisory
Pennsylvania
$264K +$17.7K +220 +7%