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Phillips 66

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Aviva
151
Aviva
United Kingdom
$24.1M -$178K -2,208 -0.7%
BCM
152
Becker Capital Management
Oregon
$23.9M +$1.54M +19,195 +7%
GLA
153
Great Lakes Advisors
Illinois
$23.7M +$209K +2,598 +0.9%
QBFM
154
QS Batterymarch Financial Management
New York
$23.4M -$4.07M -50,562 -15%
Franklin Resources
155
Franklin Resources
California
$23M -$2.53M -31,413 -10%
TG
156
TCW Group
California
$22.8M -$684K -8,500 -3%
IA
157
Icon Advisers
Colorado
$22.7M -$9.3M -115,600 -29%
VFM
158
Viking Fund Management
North Dakota
$22.7M +$804K +10,000 +4%
ZIM
159
Zacks Investment Management
Illinois
$21.9M +$1.04M +12,876 +5%
AIMCA
160
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.8M
Korea Investment Corp
161
Korea Investment Corp
South Korea
$21.3M -$3.8M -47,300 -15%
MAM
162
Martingale Asset Management
Massachusetts
$21.2M +$1.09M +13,549 +5%
AC
163
Allstate Corporation
Illinois
$20.9M +$392K +4,880 +2%
RMDI
164
R.M. Davis Inc
Maine
$20.6M +$51.9K +645 +0.3%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$20.6M -$965K -12,000 -4%
FQ
166
First Quadrant
California
$19.7M -$8.8M -109,400 -31%
Comerica Bank
167
Comerica Bank
Texas
$19.2M -$4.67M -58,074 -20%
TPSF
168
Texas Permanent School Fund
Texas
$19M -$1.77M -22,005 -9%
AIG
169
American International Group
New York
$18.7M -$1.33M -16,536 -7%
SOMRS
170
State of Michigan Retirement System
Michigan
$18.7M -$635K -7,900 -3%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$18.5M +$193K +2,400 +1%
SC
172
Saturna Capital
Washington
$18M
CCP
173
Clough Capital Partners
Massachusetts
$17.5M -$25.6M -318,300 -59%
SAM
174
Scopus Asset Management
New York
$17.3M +$676K +8,405 +4%
GH
175
GAM Holding
Switzerland
$17.3M