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Phillips 66
PSX

Overview Fund Activity

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

Top Buyers

1
TP
1
Third Point
New York
$359M
2
WRF
2
Waddell & Reed Financial
Kansas
$857M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$990M
4
State Street
4
State Street
Massachusetts
$1.95B
5
Deutsche Bank
5
Deutsche Bank
Germany
$361M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$185M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$344M
5
Barclays
5
Barclays
United Kingdom
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
851
Pinnacle Advisory Group
Maryland
$216K -$58.9K -825 -21%
KIG
852
Kovitz Investment Group
Illinois
$216K -$12K -167 -5%
HIM
853
Hillsdale Investment Management
Ontario, Canada
$216K – – –
ATC
854
Argent Trust Co
Tennessee
$216K +$216K +3,015 New
NERM
855
New England Research & Management
Illinois
$215K +$215K +3,000 New
HB
856
Homrich & Berg
Georgia
$214K -$534K -7,430 -71%
TWA
857
TCI Wealth Advisors
Arizona
$214K +$7.52K +105 +4%
KL
858
KWMG LLC
Kansas
$214K +$214K +2,820 New
GGPS
859
Gary Goldberg Planning Services
New York
$213K -$5.37K -75 -2%
MMPW
860
Mitchell McLeod Pugh & Williams
Alabama
$213K +$213K +2,965 New
SCA
861
Salient Capital Advisors
Texas
$212K -$983K -13,683 -82%
ZIM
862
Zacks Investment Management
Illinois
$212K -$96.4K -1,344 -31%
CCM
863
Canal Capital Management
Virginia
$212K +$212K +2,963 New
MWAC
864
Mariner Wealth Advisors (Cincinnati)
Ohio
$210K +$210K +2,934 New
FCCM
865
First City Capital Management
Georgia
$210K -$4.23K -59 -2%
PJSIMP
866
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K – – –
TFF
867
Timothy F. Fidgeon
$208K – – –
MTC
868
McDaniel Terry & Co
Texas
$208K +$4.3K +60 +2%
SRAM
869
Stone Ridge Asset Management
New York
$208K +$208K +2,900 New
MIP
870
Marietta Investment Partners
Wisconsin
$204K -$24K -335 -11%
LI
871
LMCG Investments
Massachusetts
$204K – – –
MWP
872
Moller Wealth Partners
$203K – – –
PCM
873
Prelude Capital Management
New York
$202K -$73.4K -1,023 -27%
EIA
874
Edgemoor Investment Advisors
Maryland
$202K +$10.8K +150 +6%
BWM
875
Braver Wealth Management
Massachusetts
$202K +$14.3K +200 +8%
33 34
35
36 37