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Phillips 66

1,000 hedge funds and large institutions have $32.2B invested in Phillips 66 in 2013 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 296 increasing their positions, 414 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+91
Holders Change %
+10.01%
% of All Funds
29.04%
Holding in Top 10
25
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+212.5%
% of All Funds
0.73%
New
171
Increased
296
Reduced
414
Closed
69
Calls
$608M
Puts
$505M
Net Calls
+$103M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
S
926
SignatureFD
Georgia
$59K
CFN
927
Cordasco Financial Network
Florida
$58K +$58K +750 New
MA
928
MCF Advisors
Kentucky
$56K
RFA
929
Reilly Financial Advisors
California
$55K -$618 -8 -1%
IWC
930
Integrated Wealth Counsel
California
$54K
CCM
931
Chilton Capital Management
Texas
$53.1K
WCM
932
Windsor Capital Management
Arizona
$51K -$3.76K -49 -7%
PTCG
933
Pring Turner Capital Group
California
$51K +$51K +662 New
HCM
934
Highlander Capital Management
New Jersey
$50.6K
PMFA
935
Plante Moran Financial Advisors
Michigan
$50K
SGC
936
South Georgia Capital
Illinois
$49K +$49K +628 New
DSC
937
Duncker Streett & Co
Missouri
$48K +$3.07K +40 +7%
DAM
938
Delta Asset Management
Tennessee
$47K
JFA
939
JNBA Financial Advisors
Minnesota
$47K +$7.72K +100 +20%
LWM
940
LBA Wealth Management
Florida
$46K +$46K +600 New
Manulife (Manufacturers Life Insurance)
941
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.4K -$5.76K -74,718 -11%
HI
942
Hudock Inc
Pennsylvania
$45K +$154 +2 +0.3%
CFG
943
CKW Financial Group
Hawaii
$45K +$45K +588 New
RFS
944
Rockefeller Financial Services
New York
$44K -$34.8K -455 -44%
GI
945
Gradient Investments
Minnesota
$42K +$32.7K +426 +349%
MPWT
946
MassMutual Private Wealth & Trust
Connecticut
$40.6K +$40.6K +526 New
DBT
947
Dubuque Bank & Trust
Iowa
$39K -$95.2K -1,250 -71%
FWC
948
First Washington Corp
Washington
$39K +$39K +500 New
TFA
949
Transamerica Financial Advisors
Florida
$35K +$26K +335 +289%
ACM
950
Aviance Capital Management
Florida
$34K -$1.07K -14 -3%