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Phillips 66
PSX

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
976
Lenox Wealth Advisors
New York
$25K 316 +152 +93%
MUMSS
977
Mitsubishi UFJ Morgan Stanley Securities
Japan
$23K 300 -670 -69%
WA
978
WealthTrust-Arizona
Arizona
$23K 300 – –
SMA
979
Simply Money Advisors
Ohio
$23K 294 +294 New
MWP
980
MYCIO Wealth Partners
Pennsylvania
$22K 286 -48 -14%
FBT
981
Founders Bank & Trust
Michigan
$21K 276 – –
LFG
982
LifePlan Financial Group
Ohio
$21K 275 – –
CG
983
Colony Group
Massachusetts
$21K 278 +137 +97%
WCMN
984
Westchester Capital Management (Nebraska)
Nebraska
$20K 260 – –
VNB
985
Valley National Bancorp
New York
$20K 263 – –
SA
986
SRH Advisors
Kansas
$19K 248 – –
HRIA
987
Haberer Registered Investment Advisor
Ohio
$19K 250 – –
BAM
988
Brave Asset Management
New Jersey
$17K 220 – –
PAS
989
Partnervest Advisory Services
California
$14K 184 – –
FA
990
Financial Advantage
Maryland
$12K 155 – –
TCM
991
TD Capital Management
Tennessee
$12K 156 – –
MAS
992
Madden Advisory Services
Florida
$10K 134 – –
KPCM
993
Kings Point Capital Management
New York
$10K 136 – –
FWM
994
Focused Wealth Management
New York
$10K 127 – –
ECM
995
Exchange Capital Management
Michigan
$10K 125 +125 New
GI
996
Gradient Investments
Minnesota
$9K 120 -428 -78%
CCS
997
Crosspoint Capital Strategies
California
$9K 121 – –
PO
998
Private Ocean
California
$9K 115 – –
VIA
999
Vantage Investment Advisors
Pennsylvania
$8K 100 – –
AC
1000
Alexandria Capital
Virginia
$8K 102 – –
38 39
40
41 42