PSX icon

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 %
SCM
301
SIR Capital Management
New York
$4.67M +$4.67M +60,600 New
RC
302
RegentAtlantic Capital
New Jersey
$4.63M +$63.3K +820 +1%
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$4.61M +$326K +4,231 +8%
CCG
304
Chatham Capital Group
Georgia
$4.6M – – –
GWM
305
Greenwich Wealth Management
Connecticut
$4.57M – – –
KACA
306
Kayne Anderson Capital Advisors
California
$4.43M -$15.4M -200,000 -78%
SBH
307
Segall Bryant & Hamill
Illinois
$4.36M -$694 -9 -0%
PI
308
Placemark Investments
Illinois
$4.34M +$1.81M +23,520 +72%
ABC
309
Associated Banc-Corp
Wisconsin
$4.32M -$419K -5,429 -9%
MHC
310
Meyer Handelman Company
New York
$4.23M +$103K +1,336 +2%
SIS
311
Sandell Investment Services
New York
$4.22M -$4.25M -55,120 -50%
AAC
312
Asset Advisors Corp
Georgia
$4.21M +$1.58M +20,475 +60%
PAI
313
Pittenger & Anderson Inc
Nebraska
$4.19M +$225K +2,919 +6%
SAM
314
Securian Asset Management
Minnesota
$4.17M -$86.1K -1,116 -2%
BTW
315
Boston Trust Walden
Massachusetts
$4.17M -$1.4M -18,163 -25%
B
316
Baird
Wisconsin
$4.16M -$707K -9,172 -15%
NFGCM
317
Norman Fields Gottscho Capital Management
New York
$4.12M +$38.6K +500 +0.9%
Nuveen Asset Management
318
Nuveen Asset Management
Illinois
$4.07M -$135K -1,752 -3%
GI
319
GLG Inc
New York
$4.07M – – –
ECAM
320
East Coast Asset Management
Massachusetts
$4.06M +$435K +5,636 +12%
WCM
321
Wisconsin Capital Management
Wisconsin
$4.04M -$1.28M -16,650 -24%
AIP
322
Ameritas Investment Partners
Nebraska
$4.01M -$26.8K -348 -0.7%
AAM
323
Advisors Asset Management
Colorado
$3.99M +$45.4K +588 +1%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$3.97M -$5.71K -74 -0.1%
MKC
325
M. Kraus & Co
Vermont
$3.96M +$3.96M +51,382 New
11 12
13
14 15