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Phillips 66
PSX

Overview Fund Activity

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.

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
901
Financial Engines Advisors
California
$164K 2,134 -5,102 -71%
NYLT
902
New York Life Trust
New York
$158K 2,052 +1,013 +97%
MCM
903
Munder Capital Management
Michigan
$154K 1,990 – –
FNBSF
904
First National Bank Sioux Falls
South Dakota
$151K 1,955 -44 -2%
OAM
905
Orinda Asset Management
California
$147K 1,910 – –
FHA
906
First Horizon Advisors
Tennessee
$146K 1,906 +597 +46%
PMAM
907
Picton Mahoney Asset Management
Ontario, Canada
$146K 1,900 +1,900 New
JFGIW
908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K 1,875 -770 -29%
TF
909
Trutina Financial
Washington
$145K 1,880 +1,880 New
WIL
910
Winifred I. Li
$142K 1,839 -600 -25%
M
911
MOTCO
Texas
$136K 1,767 -32 -2%
W
912
Wealthfront
California
$133K 1,668 +1,668 New
BAM
913
Barrett Asset Management
New York
$132K 1,712 – –
JIC
914
Joel Isaacson & Co
New York
$132K 1,717 +26 +2%
EWM
915
Edge Wealth Management
New York
$131K 1,703 -920 -35%
TCOV
916
Trust Company of Vermont
Vermont
$131K 1,692 +64 +4%
VCM
917
Vigilant Capital Management
Maine
$129K 1,669 – –
EFSCE
918
Enterprise Financial Services Corp (EFSC)
Missouri
$128K 1,659 +19 +1%
ZTNA
919
Zions Trust National Association
Utah
$127K 1,650 +75 +5%
FFC
920
First Financial Corp
Indiana
$120K 1,568 – –
FMP
921
Financial Management Professionals
Texas
$120K 1,562 +414 +36%
HR
922
Howe & Rusling
New York
$118K 1,534 -720 -32%
LWCFA
923
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K 1,526 +38 +3%
ACM
924
Antonetti Capital Management
Florida
$116K 1,510 -37 -2%
MSFP
925
Mark Sheptoff Financial Planning
Connecticut
$115K 1,487 +1,487 New
35 36
37
38 39