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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 %
CCS
1001
Crosspoint Capital Strategies
California
$16K +$14.2K +200 +800%
AWM
1002
Avior Wealth Management
Nebraska
$15K – – –
PO
1003
Private Ocean
California
$15K – – –
LFR
1004
Lehman Financial Resources
Pennsylvania
$14K -$8.54K -122 -38%
WF
1005
WealthTrust Fairport
Ohio
$12K -$2.47K -35 -17%
TDC
1006
Thompson Davis & Co
Virginia
$12K +$883 +12 +8%
CFS
1007
Commonwealth Financial Services
West Virginia
$12K +$12K +166 New
WA
1008
Waverly Advisors
Alabama
$11K -$6.78K -93 -38%
FA
1009
Financial Advantage
Maryland
$11K – – –
TCM
1010
TD Capital Management
Tennessee
$11K – – –
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$11K – – –
ECM
1012
Exchange Capital Management
Michigan
$10K +$1.38K +20 +16%
PFG
1013
Pacific Financial Group
Washington
$10K +$10K +140 New
FWM
1014
Focused Wealth Management
New York
$9K – – –
SFPIA
1015
Stevens First Principles Investment Advisors
California
$9K +$5.54K +80 +160%
CP
1016
Corbenic Partners
Pennsylvania
$9K +$9K +120 New
HF
1017
Hoxton Financial
West Virginia
$8K – – –
BWA
1018
Burt Wealth Advisors
Maryland
$8K +$8K +105 New
AA
1019
Apriem Advisors
California
$7K -$3.5K -50 -33%
WCBA
1020
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
AC
1021
Alexandria Capital
Virginia
$7K +$67 +1 +1%
CPIG
1022
Chicago Partners Investment Group
Illinois
$7K +$7K +93 New
HTC
1023
Hershey Trust Company
Pennsylvania
$7K +$7K +100 New
BRWA
1024
B. Riley Wealth Advisors
Florida
$6.75K +$2.54K +5,878 +61%
LWM
1025
Lenox Wealth Management
Ohio
$5K – – –
39 40
41
42 43