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Phillips 66
PSX

Overview Fund Activity

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
$310M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$919M
3
American Century Companies
American Century Companies
Missouri
$184M
4
WRF
Waddell & Reed Financial
Kansas
$634M
5
First Eagle Investment Management
First Eagle Investment Management
New York
$94M

Top Sellers

1
Barclays
Barclays
United Kingdom
$252M
2
Norges Bank
Norges Bank
Norway
$356M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6K
4
Prudential Financial
Prudential Financial
New Jersey
$99.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$763M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
901
Joel Isaacson & Co
New York
$166K – – –
MAM
902
Mizuho Asset Management
Japan
$161K +$43.1K +528 +37%
IRS
903
Invictus RG (Singapore)
Singapore
$161K +$97.4K +1,198 +153%
FNBSF
904
First National Bank Sioux Falls
South Dakota
$159K – – –
BC
905
Bartlett & Co
Ohio
$158K -$4.08K -50 -3%
VCM
906
Vigilant Capital Management
Maine
$157K +$571 +7 +0.4%
M
907
MOTCO
Texas
$156K +$12.5K +154 +9%
NYLT
908
New York Life Trust
New York
$154K -$9.2K -113 -6%
EWM
909
Edge Wealth Management
New York
$147K +$8.23K +101 +6%
TCOV
910
Trust Company of Vermont
Vermont
$140K +$2.76K +34 +2%
BAM
911
Barrett Asset Management
New York
$139K – – –
JWM
912
Jacobus Wealth Management
Wisconsin
$137K +$10.4K +128 +8%
ZTNA
913
Zions Trust National Association
Utah
$134K – – –
SC
914
SRB Corp
Massachusetts
$132K +$132K +1,621 New
EFSCE
915
Enterprise Financial Services Corp (EFSC)
Missouri
$129K -$6.36K -78 -5%
JIR
916
James Investment Research
Ohio
$128K +$8.92K +110 +7%
FFC
917
First Financial Corp
Indiana
$127K – – –
FMP
918
Financial Management Professionals
Texas
$127K – – –
LNB
919
Ledyard National Bank
$125K +$50.9K +629 +69%
SSG
920
Summit Securities Group
New York
$122K +$81.3K +1,000 +200%
GAM
921
Gemmer Asset Management
California
$116K +$12K +148 +12%
MHS
922
M Holdings Securities
Oregon
$115K +$115K +1,371 New
BEAM
923
Baker Ellis Asset Management
Washington
$113K – – –
KTC
924
Kistler-Tiffany Companies
Pennsylvania
$113K +$8.15K +100 +8%
LWCFA
925
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K -$4.41K -54 -4%
35 36
37
38 39