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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 %
QAM
1001
QCI Asset Management
New York
$8K 100 +100 New
NCM
1002
Nelson Capital Management
California
$7K 92 – –
CIM
1003
Contravisory Investment Management
Massachusetts
$6K 82 +82 New
HF
1004
Hoxton Financial
West Virginia
$5K 64 -375 -85%
LWM
1005
Lenox Wealth Management
Ohio
$5K 69 – –
SFPIA
1006
Stevens First Principles Investment Advisors
California
$4K 50 – –
FAM
1007
Fred Alger Management
New York
$3K 42 – –
HCM
1008
Horrell Capital Management
Arkansas
$3K 34 – –
TDC
1009
Thompson Davis & Co
Virginia
$2K 26 – –
IFA
1010
Interactive Financial Advisors
Illinois
$2K 27 +27 New
WAS
1011
Winch Advisory Services
Wisconsin
$2K 27 +27 New
PFA
1012
Paradigm Financial Advisors
Missouri
$1K 9 – –
TIM
1013
Tortoise Investment Management
New York
$1K 11 – –
Lazard Asset Management
1014
Lazard Asset Management
New York
$1K 15 +15 New
TT
1015
Tiedemann Trust
Delaware
$393 5,107 – –
SCP
1016
Syntal Capital Partners
Texas
$58 753 +753 New
SPC
1017
Slate Path Capital
New York
– – -1,025,000 Closed
ZE
1018
ZBI Equities
New York
– – -853,900 Closed
VNIM
1019
Vaughan Nelson Investment Management
Texas
– – -573,540 Closed
BPM
1020
Bronson Point Management
Connecticut
– – -450,000 Closed
BC
1021
Brinker Capital
Pennsylvania
– – -404,177 Closed
SAM
1022
Sandell Asset Management
New York
– – -209,685 Closed
FPP
1023
Findlay Park Partners
United Kingdom
– – -201,080 Closed
JCM
1024
Jasinkiewicz Capital Management
New Jersey
– – -113,513 Closed
CPSAC
1025
Chas P. Smith & Associates (CPS)
Florida
– – -93,918 Closed
39 40
41
42 43