PSX icon

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 %
CFSG
876
Community Financial Services Group
Vermont
$201K – – –
EA
877
Emerald Advisers
Pennsylvania
$201K +$201K +2,806 New
BIA
878
Barry Investment Advisors
Massachusetts
$200K +$200K +2,788 New
MBE
879
Michael B. Elefante
$197K – – –
PFSC
880
Peoples Financial Services Corp
Pennsylvania
$194K -$10.8K -150 -5%
AIM
881
Acuity Investment Management
Ontario, Canada
$193K -$7.15K -100 -4%
PLFAM
882
Pineno Levin & Ford Asset Management
Virginia
$191K +$1.79K +25 +0.9%
RNS
883
Robert N. Shapiro
$190K +$1.5K +21 +0.8%
TSW
884
Thompson Siegel & Walmsley
Virginia
$187K – – –
SEC
885
Seven Eight Capital
New York
$186K +$186K +2,596 New
MAM
886
Mizuho Asset Management
Japan
$184K +$42.5K +592 +30%
BRWM
887
B. Riley Wealth Management
Tennessee
$183K -$4.71K -66 -3%
W
888
Wealthfront
California
$177K -$110K -1,529 -38%
IRS
889
Invictus RG (Singapore)
Singapore
$176K +$34.2K +477 +24%
F
890
FolioMetrix
Nebraska
$173K +$173K +2,353 New
Victory Capital Management
891
Victory Capital Management
Texas
$171K +$171K +2,390 New
NES
892
New England Securities
New York
$169K -$46.3K -646 -22%
BOK
893
Bank of Kentucky
Kentucky
$164K – – –
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K +$65.7K +918 +67%
CTA
895
Colonial Trust Advisors
South Carolina
$162K -$181K -2,517 -53%
SSG
896
Summit Securities Group
New York
$158K +$50.3K +700 +47%
FHA
897
First Horizon Advisors
Tennessee
$153K -$10.9K -151 -7%
PRS
898
Pinkerton Retirement Specialists
Idaho
$150K +$150K +7,980 New
JIC
899
Joel Isaacson & Co
New York
$147K – – –
WA
900
Winfield Associates
Ohio
$143K -$3.58K -50 -2%
34 35
36
37 38