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Phillips 66

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
Name Market Value Shares Shares
Change
Shares
Change %
SSG
926
Summit Securities Group
New York
$108K 1,400 -2,650 -65%
IFLIT
927
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$107K 1,387
DAM
928
Delta Asset Management
Tennessee
$106K 1,366 +760 +125%
KTC
929
Kistler-Tiffany Companies
Pennsylvania
$99K 1,286
GAM
930
Gemmer Asset Management
California
$99K 1,284 +1,284 New
MAM
931
Mizuho Asset Management
Japan
$92K 1,197
WC
932
Whitnell & Co
Illinois
$91K 1,184 +1 +0.1%
FAM
933
Formidable Asset Management
Ohio
$90K 1,071
MA
934
MCF Advisors
Kentucky
$87K 1,128 +397 +54%
JIR
935
James Investment Research
Ohio
$87K 1,128 +856 +315%
CWM
936
Cranbrook Wealth Management
Michigan
$85K 1,101 +4 +0.4%
CAW
937
Cornerstone Advisors (Washington)
Washington
$83K 1,082 +12 +1%
KCPG
938
Kavar Capital Partners Group
Kansas
$77K 1,002
LNB
939
Ledyard National Bank
$77K 999
OIA
940
Optimum Investment Advisors
Illinois
$73K 946 -112 -11%
IMS
941
Index Management Solutions
Pennsylvania
$69K 894 -277 -24%
BCAM
942
Boston Common Asset Management
Massachusetts
$68K 885 +885 New
TFO
943
Tarbox Family Office
California
$65K 826 -1 -0.1%
DSC
944
Duncker Streett & Co
Missouri
$64K 825 +200 +32%
DOA
945
D'Orazio & Associates
Virginia
$63K 816
CIM
946
CenturyLink Investment Management
Colorado
$62K 809 -76 -9%
S
947
SignatureFD
Georgia
$59K 762
CFN
948
Cordasco Financial Network
Florida
$58K 750
PMFA
949
Plante Moran Financial Advisors
Michigan
$58K 758 +116 +18%
RFA
950
Reilly Financial Advisors
California
$55K 712