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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 %
PNC
276
Park National Corp
Ohio
$4.47M -$163K -2,819 -4%
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$4.39M -$119K -2,060 -3%
PWPCM
278
Perella Weinberg Partners Capital Management
New York
$4.34M -$17.2M -298,180 -80%
BNP Paribas Asset Management
279
BNP Paribas Asset Management
France
$4.25M +$1.94M +33,537 +84%
HPC
280
HM Payson & Co
Maine
$4.22M -$135K -2,338 -3%
HCM
281
Herndon Capital Management
Georgia
$4.21M +$4.21M +72,884 New
DP
282
Dearborn Partners
Illinois
$4.19M -$392K -6,780 -9%
BTW
283
Boston Trust Walden
Massachusetts
$4.18M -$1.37M -23,627 -25%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$4.12M -$238K -4,120 -5%
Calamos Advisors
285
Calamos Advisors
Illinois
$4.09M – – –
AT
286
Arvest Trust
Oklahoma
$4.08M -$26.9K -466 -0.7%
DC
287
Deere & Company
Illinois
$4.06M +$911K +15,755 +29%
TAM
288
TPH Asset Management
Texas
$4.01M +$809K +14,000 +25%
WCM
289
Wisconsin Capital Management
Wisconsin
$3.99M +$821K +14,194 +26%
JIM
290
Jupiter Investment Management
United Kingdom
$3.86M +$3.86M +66,800 New
MIM
291
Montgomery Investment Management
Maryland
$3.81M -$36.9K -639 -1%
BCM
292
Bridgeway Capital Management
Texas
$3.8M +$2.91M +50,400 +327%
BP
293
Banyan Partners
Florida
$3.77M -$1.56M -26,923 -29%
AAM
294
Aberdeen Asset Management
United Kingdom
$3.73M -$491K -8,480 -12%
MOACM
295
Mutual of America Capital Management
New York
$3.68M -$114K -1,974 -3%
B
296
Baird
Wisconsin
$3.65M +$380K +6,570 +12%
CIC
297
Canal Insurance Company
South Carolina
$3.61M – – –
Natixis Advisors
298
Natixis Advisors
Massachusetts
$3.58M +$366K +6,322 +11%
NG
299
NatWest Group
United Kingdom
$3.58M +$67.1K +1,161 +2%
ABC
300
Associated Banc-Corp
Wisconsin
$3.55M -$268K -4,637 -7%
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