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Phillips 66
PSX

Overview Fund Activity

909 hedge funds and large institutions have $24B invested in Phillips 66 in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 318 increasing their positions, 382 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-24
Holders Change %
-2.57%
% of All Funds
29.48%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.26%
New
69
Increased
318
Reduced
382
Closed
84
Calls
$611M
Puts
$378M
Net Calls
+$233M
Net Calls Change
-$66M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$798M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$293M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$132M
4
JHIU
Janus Henderson Investors US
Colorado
$317M
5
Ameriprise
Ameriprise
Minnesota
$299M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$69.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$364M
3
Morgan Stanley
Morgan Stanley
New York
$163M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$749M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
226
People's United Financial
Connecticut
$7.55M +$154K +2,657 +2%
HI
227
HBK Investments
Texas
$7.44M +$5.34M +92,336 +254%
CC
228
Cambrian Capital
California
$7.37M -$4.64M -80,308 -39%
OI
229
Oakbrook Investments
Illinois
$7.36M -$251K -4,345 -3%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$7.35M +$1.54M +26,666 +27%
SBCM
231
Schwerin Boyle Capital Management
Massachusetts
$7.34M -$24.6K -425 -0.3%
AIA
232
Avalon Investment & Advisory
Texas
$7.28M -$699K -12,083 -9%
CDH
233
Charles D. Hyman
$7.19M -$169K -2,924 -2%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$7.16M -$1.8M -31,088 -20%
SIC
235
Schwartz Investment Counsel
Michigan
$7.12M -$1.16M -20,000 -14%
FCAM
236
F&C Asset Management
United Kingdom
$7.1M -$2.93M -50,590 -29%
SAM
237
Scopus Asset Management
New York
$7.09M +$7.09M +122,560 New
WAM
238
World Asset Management
Michigan
$7M -$822K -14,220 -11%
OC
239
Oppenheimer & Co
New York
$6.86M +$37.2K +643 +0.5%
MAM
240
Martingale Asset Management
Massachusetts
$6.68M -$547K -9,455 -8%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$6.52M -$432K -7,474 -6%
Nomura Asset Management
242
Nomura Asset Management
Japan
$6.44M -$4.22M -72,940 -40%
CB
243
Commerce Bank
Missouri
$6.44M +$151K +2,607 +2%
URS
244
Utah Retirement Systems
Utah
$6.38M -$57.8K -1,000 -0.9%
SIS
245
Sandell Investment Services
New York
$6.35M +$3.3M +57,000 +108%
ZDA
246
Zweig-DiMenna Associates
New York
$6.3M +$5.94M +102,803 +1,659%
V
247
Veritable
Delaware
$6.1M -$543K -9,392 -8%
RJA
248
Raymond James & Associates
Florida
$6.04M +$377K +6,520 +7%
AC
249
Allstate Corporation
Illinois
$6.01M – – –
MI
250
Markston International
New York
$5.95M -$526K -9,100 -8%
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