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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 %
BC
901
Bartlett & Co
Ohio
$139K – – –
M
902
MOTCO
Texas
$138K – – –
SAMC
903
Shinko Asset Management Company
Japan
$137K -$21.6K -300 -14%
VCM
904
Vigilant Capital Management
Maine
$133K -$5.24K -73 -4%
TCOV
905
Trust Company of Vermont
Vermont
$133K +$9.71K +136 +8%
SC
906
SRB Corp
Massachusetts
$133K +$17.2K +240 +15%
Royal London Asset Management
907
Royal London Asset Management
United Kingdom
$130K +$28.5K +39,112 +28%
EWM
908
Edge Wealth Management
New York
$129K -$1.01K -14 -0.8%
BAM
909
Barrett Asset Management
New York
$123K – – –
LNB
910
Ledyard National Bank
$123K +$12.3K +172 +11%
ZTNA
911
Zions Trust National Association
Utah
$119K – – –
JT
912
Jump Trading
Illinois
$119K +$119K +1,656 New
CL
913
CSS LLC
Illinois
$116K +$116K +1,616 New
CFA
914
Carroll Financial Associates
North Carolina
$115K -$193K -2,598 -63%
Simplex Trading
915
Simplex Trading
Illinois
$115K +$115K +1,600 New
EFSCE
916
Enterprise Financial Services Corp (EFSC)
Missouri
$114K – – –
FMP
917
Financial Management Professionals
Texas
$112K – – –
FFC
918
First Financial Corp
Indiana
$105K -$7.15K -100 -6%
IPC
919
Independent Portfolio Consultants
Florida
$102K +$102K +1,425 New
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$101K +$21.2K +295 +26%
OC
921
Oakworth Capital
Alabama
$101K +$71.6K +1,000 +244%
KTC
922
Kistler-Tiffany Companies
Pennsylvania
$99K – – –
RFA
923
Reilly Financial Advisors
California
$99K +$19.2K +268 +24%
MCM
924
MV Capital Management
Maryland
$97K +$97K +1,356 New
HR
925
Howe & Rusling
New York
$96K – – –
35 36
37
38 39