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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 %
SRC
1051
Shufro Rose & Co
New York
– – -3,920 Closed
BA
1052
Bridgewater Associates
Connecticut
– – -3,550 Closed
IH
1053
IFC Holdings
Florida
– – -3,388 Closed
V
1054
ValueWorks
New York
– – -3,370 Closed
CBN
1055
Cadence Bank NA
Texas
– – -3,148 Closed
MSU
1056
Maple Securities USA
New Jersey
– – -2,969 Closed
CBU
1057
CIBC Bank USA
Illinois
– – -2,755 Closed
GAM
1058
Griffin Asset Management
New York
– – -2,752 Closed
EB
1059
Eastern Bank
Massachusetts
– – -2,743 Closed
BP
1060
Ballentine Partners
Massachusetts
– – -2,721 Closed
MCM
1061
Murphy Capital Management
New Jersey
– – -2,637 Closed
HTC
1062
Haverford Trust Company
Pennsylvania
– – -2,594 Closed
FBC
1063
Fairfield, Bush & Co
Connecticut
– – -2,270 Closed
DA
1064
Denali Advisors
California
– – -2,100 Closed
SEC
1065
Seven Eight Capital
New York
– – -1,800 Closed
ASN
1066
Advisory Services Network
Georgia
– – -1,372 Closed
ITIM
1067
Indiana Trust & Investment Management
Indiana
– – -1,123 Closed
Carson Wealth (CWM LLC)
1068
Carson Wealth (CWM LLC)
Nebraska
– – -990 Closed
Loomis, Sayles & Company
1069
Loomis, Sayles & Company
Massachusetts
– – -900 Closed
CCM
1070
Chilton Capital Management
Texas
– – -689 Closed
WCM
1071
Windsor Capital Management
Arizona
– – -664 Closed
PTCG
1072
Pring Turner Capital Group
California
– – -662 Closed
ACM
1073
Aviance Capital Management
Florida
– – -444 Closed
SHWM
1074
Smith & Howard Wealth Management
Georgia
– – -266 Closed
MIM
1075
Macroview Investment Management
Maryland
– – -65 Closed
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