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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 %
WIL
926
Winifred I. Li
$94K – – –
FNBSF
927
First National Bank Sioux Falls
South Dakota
$92K -$48.4K -674 -34%
GAM
928
Gemmer Asset Management
California
$92K -$10.6K -148 -10%
DAM
929
Delta Asset Management
Tennessee
$89K – – –
WC
930
Whitnell & Co
Illinois
$88K +$3.15K +44 +4%
RBA
931
Richard Bernstein Advisors
New York
$86K – – –
CBT
932
Central Bank & Trust
Kentucky
$84K – – –
Financial Engines Advisors
933
Financial Engines Advisors
California
$83K +$30.2K +419 +57%
PMFA
934
Plante Moran Financial Advisors
Michigan
$80K -$3.6K -50 -4%
CWM
935
Cranbrook Wealth Management
Michigan
$80K +$288 +4 +0.4%
CAW
936
Cornerstone Advisors (Washington)
Washington
$80K +$3.64K +51 +5%
GWA
937
Genesis Wealth Advisors
Massachusetts
$79.4K +$79.4K +1,003 New
MSFP
938
Mark Sheptoff Financial Planning
Connecticut
$78K -$10.9K -152 -12%
HI
939
Hudock Inc
Pennsylvania
$78K +$144 +2 +0.2%
IC
940
Intersect Capital
California
$78K +$78K +1,094 New
MA
941
MCF Advisors
Kentucky
$76K -$72 -1 -0.1%
TF
942
Tompkins Financial
New York
$76K – – –
OIA
943
Optimum Investment Advisors
Illinois
$74K +$16.1K +225 +28%
FAM
944
Formidable Asset Management
Ohio
$73K -$3.58K -50 -5%
CFN
945
Cordasco Financial Network
Florida
$72K +$18K +250 +33%
S
946
SignatureFD
Georgia
$69K -$12.5K -175 -15%
PIA
947
Piedmont Investment Advisors
North Carolina
$66.5K +$15.5K +216 +30%
VIA
948
Vantage Investment Advisors
Pennsylvania
$65K – – –
JIR
949
James Investment Research
Ohio
$61K -$52.6K -731 -46%
TFO
950
Tarbox Family Office
California
$61K -$504 -7 -0.8%
36 37
38
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