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Phillips 66

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
926
Bartlett & Co
Ohio
$152K
TCOV
927
Trust Company of Vermont
Vermont
$147K
MCM
928
MV Capital Management
Maryland
$142K +$35.6K +453 +33%
VIA
929
Vantage Investment Advisors
Pennsylvania
$141K +$70.5K +900 +100%
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$137K +$25.5K +324 +23%
SAMC
931
Shinko Asset Management Company
Japan
$135K -$14.5K -185 -10%
LNB
932
Ledyard National Bank
$135K
BAM
933
Barrett Asset Management
New York
$135K
SCA
934
Strategic Capital Alternatives
United States
$129K +$129K +1,641 New
WA
935
Winfield Associates
Ohio
$126K -$31.5K -400 -20%
EFSCE
936
Enterprise Financial Services Corp (EFSC)
Missouri
$123K -$1.5K -19 -1%
FMP
937
Financial Management Professionals
Texas
$123K
TF
938
Tompkins Financial
New York
$121K +$38.1K +485 +46%
VCM
939
Vigilant Capital Management
Maine
$120K -$25.5K -325 -18%
TFA
940
Transamerica Financial Advisors
Florida
$112K -$161K -2,049 -59%
OC
941
Oakworth Capital
Alabama
$112K
BEAM
942
Baker Ellis Asset Management
Washington
$109K +$109K +1,385 New
DAM
943
Delta Asset Management
Tennessee
$108K +$10.6K +135 +11%
M
944
MOTCO
Texas
$107K -$43.8K -558 -29%
HR
945
Howe & Rusling
New York
$105K
KTC
946
Kistler-Tiffany Companies
Pennsylvania
$102K -$6.92K -88 -6%
FNBSF
947
First National Bank Sioux Falls
South Dakota
$101K
GAM
948
Gemmer Asset Management
California
$101K
EWM
949
Edge Wealth Management
New York
$100K -$40.8K -519 -29%
S
950
SignatureFD
Georgia
$99K +$23.2K +295 +31%