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Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
IMS
951
Index Management Solutions
Pennsylvania
$59K -$5.08K -71 -8%
DSC
952
Duncker Streett & Co
Missouri
$59K
SCP
953
Syntal Capital Partners
Texas
$55K -$215K -2,999 -80%
PIM
954
Parasol Investment Management
Illinois
$53K -$25K -351 -32%
P
955
Palladiem
Pennsylvania
$51K +$51K +717 New
CTB
956
Country Trust Bank
Illinois
$50.2K
CAL
957
Capital Analysts LLC
Pennsylvania
$49.3K
JFA
958
JNBA Financial Advisors
Minnesota
$48K
CAM
959
ClariVest Asset Management
California
$48K +$48K +665 New
HCM
960
Highlander Capital Management
New Jersey
$47K
DBT
961
Dubuque Bank & Trust
Iowa
$47K
AF
962
Allworth Financial
California
$46K +$46K +637 New
CFG
963
CKW Financial Group
Hawaii
$45K -$4.85K -68 -10%
AP
964
Atwood & Palmer
Missouri
$44K
FANJ
965
Financial Architects (New Jersey)
New Jersey
$43K
LWM
966
LBA Wealth Management
Florida
$43K
Manulife (Manufacturers Life Insurance)
967
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.5K +$1.48K +20,683 +4%
RFS
968
Rockefeller Financial Services
New York
$41K
DA
969
Dunvegan Associates
California
$41K
DOA
970
D'Orazio & Associates
Virginia
$40K
TCM
971
Tradewinds Capital Management
Washington
$39K +$14K +193 +56%
MUMSS
972
Mitsubishi UFJ Morgan Stanley Securities
Japan
$39K +$36.1K +500 +1,250%
TIM
973
Tortoise Investment Management
New York
$37K
FWC
974
First Washington Corp
Washington
$36K
BCM
975
Blume Capital Management
California
$36K +$36K +503 New