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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 %
FCBT
1101
First Citizens Bank & Trust
North Carolina
– -$242K -2,975 Closed
FB
1102
Fulton Bank
Pennsylvania
– -$234K -2,885 Closed
AFG
1103
Albion Financial Group
Utah
– -$231K -2,839 Closed
IIM
1104
Ipswich Investment Management
Massachusetts
– -$225K -2,765 Closed
BSW
1105
Buckingham Strategic Wealth
Missouri
– -$223K -2,740 Closed
GRQ
1106
Gardner Russo & Quinn
Pennsylvania
– -$221K -2,720 Closed
HS
1107
HighVista Strategies
Massachusetts
– -$221K -2,718 Closed
BFM
1108
Boston Financial Management
Massachusetts
– -$217K -2,670 Closed
BMO
1109
Beck Mack & Oliver
New York
– -$215K -2,650 Closed
VWM
1110
Valley Wealth Managers
New Jersey
– -$215K -2,650 Closed
GLRA
1111
Gerald L. Ray & Associates
Texas
– -$213K -2,618 Closed
BP
1112
Ballentine Partners
Massachusetts
– -$210K -2,586 Closed
CWM
1113
Cabot Wealth Management
Massachusetts
– -$210K -2,582 Closed
DWM
1114
Destination Wealth Management
California
– -$209K -2,574 Closed
HCM
1115
Hodges Capital Management
Texas
– -$208K -2,559 Closed
FMWA
1116
Forvis Mazars Wealth Advisors
Missouri
– -$208K -2,557 Closed
ANB
1117
Amarillo National Bank
Texas
– -$208K -2,556 Closed
YMRC
1118
Yorktown Management & Research Company
Virginia
– -$207K -2,550 Closed
BAS
1119
Brown Advisory Securities
Maryland
– -$203K -2,501 Closed
SRC
1120
Shufro Rose & Co
New York
– -$203K -2,500 Closed
BFIM
1121
Beese Fulmer Investment Management
Ohio
– -$202K -2,490 Closed
PMG
1122
ProVise Management Group
Florida
– -$202K -2,487 Closed
I
1123
IberiaBank
Louisiana
– -$201K -2,469 Closed
AAM
1124
Azzad Asset Management
Virginia
– -$200K -2,461 Closed
SC
1125
Saiers Capital
New York
– -$195K -2,400 Closed
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