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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
+$448M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$88.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$84M
4
JHIU
Janus Henderson Investors US
Colorado
+$64.1M
5
Ameriprise
Ameriprise
Minnesota
+$50.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$408M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$288M
3
Morgan Stanley
Morgan Stanley
New York
-$174M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$152M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
326
Pittenger & Anderson Inc
Nebraska
$2.97M +$104K +1,800 +4%
AAM
327
Advisors Asset Management
Colorado
$2.96M +$23K +398 +0.8%
KRS
328
Kentucky Retirement Systems
Kentucky
$2.94M +$2.94M +50,754 New
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$2.87M -$1.68M -29,000 -37%
LA
330
Lau Associates
Delaware
$2.85M -$28.9K -500 -1%
NTCOC
331
Northern Trust Company of Connecticut
Connecticut
$2.83M -$113K -1,950 -4%
SIG
332
Schooner Investment Group
Pennsylvania
$2.78M +$1.16M +20,000 +71%
BG
333
Bahl & Gaynor
Ohio
$2.75M -$94.1K -1,628 -3%
TMAM
334
Tokio Marine Asset Management
Japan
$2.74M -$134K -2,320 -5%
SC
335
Sculptor Capital
New York
$2.72M -$56.6M -979,445 -95%
ECAM
336
East Coast Asset Management
Massachusetts
$2.72M +$454K +7,856 +20%
FNF
337
Fidelity National Financial
Florida
$2.7M – – –
WIM
338
Wilen Investment Management
Florida
$2.7M -$20.1K -350 -0.7%
SC
339
SouthState Corp
Florida
$2.69M +$281K +4,852 +12%
SNC
340
Stifel Nicolaus & Co
Missouri
$2.67M -$289K -4,997 -10%
GEM
341
Global Endowment Management
North Carolina
$2.66M +$594K +10,270 +29%
Zurich Cantonal Bank
342
Zurich Cantonal Bank
Switzerland
$2.64M – – –
DekaBank Deutsche Girozentrale
343
DekaBank Deutsche Girozentrale
Germany
$2.62M -$204K -3,534 -7%
PWLP
344
Prio Wealth Limited Partnership
Massachusetts
$2.56M -$5.32K -92 -0.2%
SIM
345
Sentry Investment Management
Wisconsin
$2.54M +$662K +11,450 +35%
CONA
346
Capital One National Association
New York
$2.51M -$124K -2,137 -5%
EHC
347
Everett Harris & Co
California
$2.46M -$24.1K -416 -1%
GCM
348
Graham Capital Management
Connecticut
$2.46M +$2.46M +42,576 New
UF
349
Univest Financial
Pennsylvania
$2.45M -$88.8K -1,536 -3%
WTNA
350
Wilmington Trust National Association
Delaware
$2.45M -$1.58M -27,274 -39%
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