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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 %
FFIC
251
First Fiduciary Investment Counsel
Ohio
$5.95M +$1.98M +34,192 +50%
CAM
252
Capstone Asset Management
Texas
$5.94M -$248K -4,282 -4%
VFM
253
Viking Fund Management
North Dakota
$5.78M -$2.72M -47,000 -32%
HNB
254
Huntington National Bank
Ohio
$5.63M -$866K -14,974 -13%
LPL Financial
255
LPL Financial
California
$5.59M +$315K +5,208 +6%
BC
256
Brinker Capital
Pennsylvania
$5.42M -$7.66M -132,544 -59%
RC
257
Randolph Company
Ohio
$5.28M – – –
ProShare Advisors
258
ProShare Advisors
Maryland
$5.25M -$2.68M -46,323 -34%
WB
259
WesBanco Bank
West Virginia
$5.15M -$104K -1,802 -2%
BPM
260
Bowling Portfolio Management
Ohio
$5.08M +$1.18M +20,418 +30%
DDPIC
261
Deroy & Devereaux Private Investment Counsel
Michigan
$4.99M +$4.99M +86,278 New
HIMC
262
Heritage Investors Management Corp
Maryland
$4.87M +$429K +7,413 +10%
DILH
263
Dai-ichi Life Holdings
Japan
$4.82M – – –
KT
264
Kanaly Trust
Texas
$4.77M +$1.91K +33 +0%
MA
265
MUFG Americas
New York
$4.77M -$742K -12,841 -13%
HT
266
HAP Trading
New York
$4.72M -$1.8M -31,047 -28%
CTC
267
Central Trust Company
Missouri
$4.66M -$334K -5,772 -7%
CIP
268
Convergence Investment Partners
Florida
$4.64M +$1.35M +23,305 +41%
SCM
269
Sigma Capital Management
Connecticut
$4.63M -$1.45M -25,000 -24%
PP
270
Patten & Patten
Tennessee
$4.57M +$692K +11,972 +18%
GI
271
GAMCO Investors
Connecticut
$4.56M -$396K -6,841 -8%
WBC
272
Westpac Banking Corp
Australia
$4.54M -$164K -2,838 -3%
WAM
273
Wallington Asset Management
Indiana
$4.5M +$3.5M +60,456 +349%
ISL
274
Ingalls & Snyder LLC
New York
$4.5M +$2.06M +35,572 +84%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$4.49M +$63.7K +1,101 +1%
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