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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
Third Point
New York
$359M
2
WRF
Waddell & Reed Financial
Kansas
$857M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$990M
4
State Street
State Street
Massachusetts
$1.95B
5
Deutsche Bank
Deutsche Bank
Germany
$361M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$185M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$54M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$344M
5
Barclays
Barclays
United Kingdom
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
1076
Passport Capital
California
– -$870K -10,698 Closed
VAM
1077
Visium Asset Management
New York
– -$826K -10,152 Closed
QAM
1078
Quantres Asset Management
Cayman Islands
– -$756K -9,300 Closed
PHIMC
1079
Private Harbour Investment Management & Counsel
Ohio
– -$717K -8,823 Closed
Capstone Investment Advisors
1080
Capstone Investment Advisors
New York
– -$698K -8,587 Closed
NYLIM
1081
New York Life Investment Management
New York
– -$694K -8,530 Closed
BCM
1082
Bluefin Capital Management
New York
– -$685K -8,429 Closed
QIM
1083
Quantitative Investment Management
Virginia
– -$593K -7,300 Closed
GF
1084
Goodman Financial
Texas
– -$589K -7,242 Closed
MC
1085
Menta Capital
California
– -$577K -7,100 Closed
MSU
1086
Maple Securities USA
New Jersey
– -$500K -6,148 Closed
AP
1087
AHL Partners
United Kingdom
– -$467K -5,745 Closed
PM
1088
Parametrica Management
Hong Kong
– -$463K -5,697 Closed
SKK
1089
Shepherd Kaplan Krochuk
Massachusetts
– -$461K -5,674 Closed
NI
1090
Numeric Investors
Massachusetts
– -$447K -5,500 Closed
PL
1091
Plancorp LLC
Missouri
– -$331K -4,085 Closed
DTL
1092
Dynamic Technology Lab
Singapore
– -$319K -3,922 Closed
PAMG
1093
Patton Albertson Miller Group
Tennessee
– -$320K -3,891 Closed
GD
1094
Grandfield & Dodd
New York
– -$309K -3,805 Closed
RMSCM
1095
R.M. Sincerbeaux Capital Management
New York
– -$309K -3,800 Closed
FDS
1096
First Dallas Securities
Texas
– -$293K -3,613 Closed
IAM
1097
Impax Asset Management
New Hampshire
– -$278K -3,417 Closed
CTA
1098
Chesley Taft & Associates
Illinois
– -$272K -3,341 Closed
MAP
1099
Managed Asset Portfolios
Michigan
– -$245K -3,019 Closed
CCM
1100
CrestPoint Capital Management
Missouri
– -$244K -3,000 Closed
42 43
44
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