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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 %
PCM
851
Prelude Capital Management
New York
$263K -$1.19M -14,844 -82%
PFBT
852
Parkside Financial Bank & Trust
Missouri
$260K -$21.5K -267 -8%
SFA
853
Sequoia Financial Advisors
Ohio
$258K +$35.8K +444 +16%
MIP
854
Marietta Investment Partners
Wisconsin
$256K -$18.7K -233 -7%
LIM
855
Loudon Investment Management
New Hampshire
$256K
TFF
856
Timothy F. Fidgeon
$256K
KIG
857
Kovitz Investment Group
Illinois
$255K +$7.79K +97 +3%
KFS
858
Kurt F. Somerville
$253K
BRWM
859
B. Riley Wealth Management
Tennessee
$253K +$6.74K +84 +3%
NME
860
Notis-McConarty Edward
$252K
BDF
861
Balasa Dinverno & Foltz
$251K +$3.38K +42 +1%
PIM
862
Parasol Investment Management
Illinois
$250K +$219K +2,730 +711%
USGIU
863
U.S. Global Investors (USGI)
Texas
$249K
BGAM
864
Boussard & Gavaudan Asset Management
United Kingdom
$249K +$11.9K +148 +5%
MAP
865
Managed Asset Portfolios
Michigan
$247K -$1.37K -17 -0.6%
GGPS
866
Gary Goldberg Planning Services
New York
$247K +$15.8K +196 +7%
Twin Tree Management
867
Twin Tree Management
Texas
$246K -$1.05M -13,036 -81%
FCBT
868
First Citizens Bank & Trust
North Carolina
$241K +$2.57K +32 +1%
CCM
869
CrestPoint Capital Management
Missouri
$241K +$24.1K +300 +11%
FCCM
870
First City Capital Management
Georgia
$240K -$2.25K -28 -0.9%
EA
871
Emerald Advisers
Pennsylvania
$240K -$86.9K -1,080 -27%
PMG
872
ProVise Management Group
Florida
$240K
KCM
873
Kanawha Capital Management
Virginia
$239K -$13K -162 -5%
Jane Street
874
Jane Street
New York
$239K +$239K +2,970 New
TWA
875
TCI Wealth Advisors
Arizona
$237K