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Phillips 66
PSX

Overview Fund Activity

1,000 hedge funds and large institutions have $32.2B invested in Phillips 66 in 2013 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 296 increasing their positions, 414 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+91
Holders Change %
+10.01%
% of All Funds
29.04%
Holding in Top 10
25
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+212.5%
% of All Funds
0.73%
New
171
Increased
296
Reduced
414
Closed
69
Calls
$608M
Puts
$505M
Net Calls
+$103M
Net Calls Change
-$130M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$182M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$847M
3
Boston Partners
Boston Partners
Massachusetts
$540M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$536M
5
WRF
Waddell & Reed Financial
Kansas
$979M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$316M
2
JHIU
Janus Henderson Investors US
Colorado
$285M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.92M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$83.8M
5
Deutsche Bank
Deutsche Bank
Germany
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
251
Markston International
New York
$7.49M -$447K -5,800 -6%
AAF
252
Andra AP-fonden
Sweden
$7.44M -$8.85M -114,700 -54%
LPL Financial
253
LPL Financial
California
$7.37M +$237K +3,079 +3%
SI
254
SII Investments
Wisconsin
$7.35M +$5.84M +75,706 +389%
CPSAC
255
Chas P. Smith & Associates (CPS)
Florida
$7.24M +$4.8M +62,171 +196%
HNB
256
Huntington National Bank
Ohio
$7.05M -$456K -5,913 -6%
RC
257
Randolph Company
Ohio
$7.05M – – –
Nordea Investment Management
258
Nordea Investment Management
Sweden
$7.02M -$26.9M -349,349 -79%
PP
259
Patten & Patten
Tennessee
$6.96M +$862K +11,177 +14%
ERSOT
260
Employees Retirement System of Texas
Texas
$6.79M -$6.61M -85,650 -49%
WB
261
WesBanco Bank
West Virginia
$6.77M -$98.9K -1,282 -1%
BPM
262
Bowling Portfolio Management
Ohio
$6.77M +$2.01K +26 +0%
NTCOC
263
Northern Trust Company of Connecticut
Connecticut
$6.72M +$2.95M +38,250 +78%
KT
264
Kanaly Trust
Texas
$6.64M +$267K +3,467 +4%
HIMC
265
Heritage Investors Management Corp
Maryland
$6.63M +$138K +1,787 +2%
MAM
266
Meeder Asset Management
Ohio
$6.46M +$6.46M +83,790 New
CTC
267
Central Trust Company
Missouri
$6.28M +$64.6K +838 +1%
SCM
268
Sigma Capital Management
Connecticut
$6.17M – – –
WAM
269
Wallington Asset Management
Indiana
$6.11M +$107K +1,390 +2%
DADC
270
D.A. Davidson & Co
Montana
$5.95M +$1.77M +22,959 +42%
CPIM
271
Columbia Partners Investment Management
Virginia
$5.9M +$1.3M +16,917 +28%
MA
272
MUFG Americas
New York
$5.87M -$484K -6,277 -8%
B
273
Barings
North Carolina
$5.78M +$1.27M +16,500 +28%
GI
274
GAMCO Investors
Connecticut
$5.73M -$344K -4,457 -6%
BNP Paribas Asset Management
275
BNP Paribas Asset Management
France
$5.67M -$7.79K -101 -0.1%
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