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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 %
CGT
1026
Capital Guardian Trust
California
$5K – – –
FIG
1027
Fusion Investment Group
Pennsylvania
$4K -$327K -5,076 -99%
FMB
1028
Field & Main Bank
Kentucky
$4K +$4K +50 New
BPM
1029
Bowling Portfolio Management
Ohio
$3.76K +$48 +673 +1%
VNB
1030
Valley National Bancorp
New York
$3K -$14.5K -218 -83%
ANBT
1031
American National Bank & Trust
Texas
$3K – – –
HCM
1032
Horrell Capital Management
Arkansas
$2K – – –
IF
1033
Ironwood Financial
Arizona
$2K +$2K +30 New
MAS
1034
Madden Advisory Services
Florida
$1K -$6.05K -115 -86%
NCM
1035
Nelson Capital Management
California
$1K – – –
FTC
1036
Farmers Trust Company
Ohio
$841 -$906K -11,854 -100%
NG
1037
NatWest Group
United Kingdom
$691 -$1.26K -17,487 -64%
EPCM
1038
Eton Park Capital Management
New York
– -$90.5M -1,113,400 Closed
BTP
1039
Bloom Tree Partners
New York
– -$34.2M -421,075 Closed
VBCP
1040
Vollero Beach Capital Partners
New York
– -$28M -344,509 Closed
MGC
1041
Merchants' Gate Capital
New York
– -$20.6M -252,813 Closed
LM
1042
Luminus Management
Texas
– -$12.6M -155,369 Closed
Renaissance Technologies
1043
Renaissance Technologies
New York
– -$11.3M -139,209 Closed
AIA
1044
Avalon Investment & Advisory
Texas
– -$10.8M -132,235 Closed
SCM
1045
Sterling Capital Management
North Carolina
– -$5.87M -72,248 Closed
LOAMS
1046
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$4.69M -57,391 Closed
BC
1047
Brookfield Corp
Ontario, Canada
– -$4.11M -50,600 Closed
CC
1048
Cipher Capital
New York
– -$3.55M -43,678 Closed
BPGAM
1049
BTG Pactual Global Asset Management
Bermuda
– -$3.33M -40,950 Closed
PP
1050
PDT Partners
New York
– -$3.31M -40,649 Closed
40 41
42
43 44