PSX icon

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 %
CWM
976
Catamount Wealth Management
Connecticut
$33K +$33K +454 New
CAL
977
Capital Advisors Ltd
Ohio
$32K – – –
CHP
978
Cable Hill Partners
Oregon
$30K +$30K +409 New
AIM
979
Advantage Investment Management
Iowa
$30K +$30K +424 New
MFBTD
980
MB Financial Bank - Trust Department
Illinois
$29K -$16.1K -222 -36%
MBT
981
Monroe Bank & Trust
Michigan
$29K +$29K +413 New
ACS
982
Archford Capital Strategies
Illinois
$28K +$1.14K +16 +4%
FAM
983
Fred Alger Management
New York
$28K +$4.54K +63 +19%
WCM
984
Westend Capital Management
California
$24K – – –
GI
985
Gradient Investments
Minnesota
$24K – – –
LIM
986
Lagoda Investment Management
New York
$24K +$24K +332 New
LWA
987
Lenox Wealth Advisors
New York
$23K – – –
WA
988
WealthTrust-Arizona
Arizona
$22K – – –
RMAM
989
Raab & Moskowitz Asset Management
New Jersey
$22K +$22K +302 New
MWP
990
MYCIO Wealth Partners
Pennsylvania
$21K +$144 +2 +0.7%
Twin Tree Management
991
Twin Tree Management
Texas
$20K -$15.5K -213 -44%
FBT
992
Founders Bank & Trust
Michigan
$20K – – –
SGC
993
South Georgia Capital
Illinois
$20K +$70 +1 +0.4%
IP
994
Isthmus Partners
Wisconsin
$19K +$19K +260 New
GWS
995
Glassman Wealth Services
Virginia
$19K +$19K +270 New
JWA
996
JFS Wealth Advisors
Pennsylvania
$18K -$944 -13 -5%
SA
997
SRH Advisors
Kansas
$18K – – –
CFA
998
Camarda Financial Advisors
Florida
$18K +$18K +245 New
KA
999
Klingman & Associates
New York
$18K +$18K +255 New
BAM
1000
Brave Asset Management
New Jersey
$16K – – –
38 39
40
41 42