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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.

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

Top Buyers

1
Barclays
Barclays
United Kingdom
$673M
2
Norges Bank
Norges Bank
Norway
$725M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$800M
5
Boston Partners
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$646M
4
EVM
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
Ameriprise
Minnesota
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
201
Glenmede Trust
Pennsylvania
$12.7M +$1.16M +14,477 +10%
HIMCH
202
Hartford Investment Management Co (HIMCO)
Connecticut
$12.5M -$506K -6,293 -4%
TH
203
TCTC Holdings
Texas
$12.5M -$64.3K -800 -0.5%
DDPIC
204
Deroy & Devereaux Private Investment Counsel
Michigan
$12.4M +$65.2K +810 +0.5%
KCM
205
Kornitzer Capital Management
Kansas
$12.3M -$50.3K -625 -0.4%
CAM
206
Congress Asset Management
Massachusetts
$12.3M -$215K -2,678 -2%
HT
207
HAP Trading
New York
$12.3M +$7.79M +96,880 +174%
Jacobs Levy Equity Management
208
Jacobs Levy Equity Management
New Jersey
$12.2M +$11.4M +141,380 +1,303%
T
209
Tahithromos
New York
$12.2M -$1.37M -17,000 -10%
GCP
210
GSA Capital Partners
United Kingdom
$12.1M +$8.15M +101,324 +205%
3CP
211
3G Capital Partners
New York
$12.1M +$8.04M +100,000 +200%
RJA
212
Raymond James & Associates
Florida
$12M +$1.15M +14,281 +11%
IRF
213
IBM Retirement Fund
New York
$11.7M -$376K -4,705 -3%
B
214
Barings
North Carolina
$11.7M +$1.25M +15,600 +12%
SM
215
Stratton Management
Pennsylvania
$11.6M +$453K +5,627 +4%
EIM
216
ExxonMobil Investment Management
Texas
$11.6M -$799K -9,930 -6%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$11.5M +$1.88M +23,426 +20%
OA
218
OFI Advisors
Pennsylvania
$11.3M -$72.3K -899 -0.6%
MLL
219
Moody Lynn & Lieberson
Massachusetts
$11.1M -$4.03M -50,051 -27%
MSA
220
Mason Street Advisors
Wisconsin
$11M -$385K -4,785 -3%
AAF
221
Andra AP-fonden
Sweden
$11M -$3.24M -40,300 -23%
Royal London Asset Management
222
Royal London Asset Management
United Kingdom
$10.9M -$432K -5,245 -4%
CCM
223
Cadence Capital Management
Massachusetts
$10.8M +$10.8M +134,256 New
IGIM
224
I.G. Investment Management
Manitoba, Canada
$10.6M -$1.99M -24,802 -16%
RA
225
RR Advisors
Texas
$10.6M +$5.95M +74,000 +128%
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