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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 %
BIM
1051
BRC Investment Management
Colorado
– – -61,284 Closed
NFGCM
1052
Norman Fields Gottscho Capital Management
New York
– – -52,395 Closed
HOAM
1053
Halcyon Offshore Asset Management
New York
– – -42,000 Closed
BACM
1054
Blue Arrow Capital Management
New York
– – -29,897 Closed
Verition Fund Management
1055
Verition Fund Management
Connecticut
– – -25,688 Closed
Two Sigma Advisers
1056
Two Sigma Advisers
New York
– – -17,900 Closed
KKRC
1057
Kohlberg Kravis Roberts & Co
New York
– – -17,000 Closed
BCMU
1058
BlueCrest Capital Management (UK)
Guernsey
– – -16,153 Closed
CC
1059
Cipher Capital
New York
– – -14,403 Closed
KAM
1060
Keeley Asset Management
Illinois
– – -14,142 Closed
GCM
1061
GeoSphere Capital Management
Florida
– – -10,500 Closed
DTL
1062
Dynamic Technology Lab
Singapore
– – -8,580 Closed
UCFA
1063
United Capital Financial Advisors
Texas
– – -7,530 Closed
CCM
1064
Catapult Capital Management
New York
– – -6,433 Closed
CWA
1065
Constellation Wealth Advisors
New York
– – -5,531 Closed
MM
1066
Midas Management
New York
– – -5,500 Closed
KIA
1067
KCM Investment Advisors
California
– – -5,249 Closed
TT
1068
Tiedemann Trust
Delaware
– – -5,107 Closed
FCH
1069
Freestone Capital Holdings
Washington
– – -4,807 Closed
WIS
1070
Wright Investors Service
Connecticut
– – -4,601 Closed
MAA
1071
Mraz Amerine & Associates
California
– – -4,466 Closed
X
1072
Xponance
Pennsylvania
– – -4,290 Closed
EIM
1073
Emerson Investment Management
Massachusetts
– – -4,263 Closed
PL
1074
Plancorp LLC
Missouri
– – -4,076 Closed
AUB
1075
Atlantic Union Bankshares
Virginia
– – -4,021 Closed
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