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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$673M
2
Norges Bank
2
Norges Bank
Norway
$725M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$800M
5
Boston Partners
5
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$646M
4
EVM
4
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
5
Ameriprise
Minnesota
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
1026
Exchange Capital Management
Michigan
$10K 125 – –
FWM
1027
Focused Wealth Management
New York
$10K 127 – –
AC
1028
Alexandria Capital
Virginia
$8K 103 +1 +1%
CIM
1029
Contravisory Investment Management
Massachusetts
$7K 82 – –
LWM
1030
Lenox Wealth Management
Ohio
$6K 80 +11 +16%
HF
1031
Hoxton Financial
West Virginia
$5K 64 – –
SFPIA
1032
Stevens First Principles Investment Advisors
California
$4K 50 – –
HCM
1033
Horrell Capital Management
Arkansas
$3K 34 – –
NFG
1034
Next Financial Group
Texas
$3K 36 +36 New
CCS
1035
Crosspoint Capital Strategies
California
$2K 25 -96 -79%
WAS
1036
Winch Advisory Services
Wisconsin
$2K 27 – –
TDC
1037
Thompson Davis & Co
Virginia
$2K 26 – –
CGT
1038
Capital Guardian Trust
California
$2K 19 +19 New
Two Sigma Investments
1039
Two Sigma Investments
New York
– – -658,529 Closed
CANY
1040
Caxton Associates (New York)
New York
– – -638,280 Closed
SCA
1041
SAC Capital Advisors
Connecticut
– – -376,313 Closed
VBCP
1042
Vollero Beach Capital Partners
New York
– – -223,227 Closed
ZDA
1043
Zweig-DiMenna Associates
New York
– – -216,840 Closed
CM
1044
Corvex Management
New York
– – -199,998 Closed
DCM
1045
Decade Capital Management
New York
– – -188,634 Closed
Citadel Advisors
1046
Citadel Advisors
Florida
– – -104,722 Closed
SCM
1047
Stevens Capital Management
Pennsylvania
– – -103,828 Closed
MAM
1048
Meeder Asset Management
Ohio
– – -83,790 Closed
HBWM
1049
Hollow Brook Wealth Management
New York
– – -80,929 Closed
SCM
1050
Sigma Capital Management
Connecticut
– – -68,400 Closed
40 41
42
43 44