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Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
926
Munder Capital Management
Michigan
$111K -$51K -625 -31%
HR
927
Howe & Rusling
New York
$109K
WIL
928
Winifred I. Li
$107K
MSFP
929
Mark Sheptoff Financial Planning
Connecticut
$101K
DAM
930
Delta Asset Management
Tennessee
$100K -$9.62K -119 -9%
RBA
931
Richard Bernstein Advisors
New York
$98K +$98K +1,201 New
WC
932
Whitnell & Co
Illinois
$96K +$81 +1 +0.1%
CBT
933
Central Bank & Trust
Kentucky
$95K -$150K -1,845 -61%
PMFA
934
Plante Moran Financial Advisors
Michigan
$94K -$14.9K -184 -14%
S
935
SignatureFD
Georgia
$93K +$22.4K +274 +32%
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$91.1K +$3.09K +38 +4%
RFA
937
Reilly Financial Advisors
California
$90K
CWM
938
Cranbrook Wealth Management
Michigan
$90K +$325 +4 +0.4%
PIM
939
Parasol Investment Management
Illinois
$89K -$164K -2,019 -65%
HI
940
Hudock Inc
Pennsylvania
$88K +$163 +2 +0.2%
CAW
941
Cornerstone Advisors (Washington)
Washington
$87K -$976 -12 -1%
TF
942
Tompkins Financial
New York
$86K
IA
943
IndexIQ Advisors
New York
$86K +$51.8K +638 +152%
FAM
944
Formidable Asset Management
Ohio
$82K
MA
945
MCF Advisors
Kentucky
$81K -$1.92K -25 -2%
GSC
946
Ground Swell Capital
South Carolina
$77K +$23.2K +284 +43%
VIA
947
Vantage Investment Advisors
Pennsylvania
$73K -$23.4K -288 -24%
IMS
948
Index Management Solutions
Pennsylvania
$73K +$11.7K +143 +19%
SCA
949
Strategic Capital Alternatives
United States
$72K +$72K +882 New
TFO
950
Tarbox Family Office
California
$69K +$2.34K +29 +4%