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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
+$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
Boston Partners
Boston Partners
Massachusetts
+$151M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$146M
5
WRF
Waddell & Reed Financial
Kansas
+$143M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$159M
2
JHIU
Janus Henderson Investors US
Colorado
-$138M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$137M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$120M
5
Deutsche Bank
Deutsche Bank
Germany
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
326
Convergence Investment Partners
Florida
$3.9M -$2.29M -29,654 -37%
1IC
327
1919 Investment Counsel
Maryland
$3.89M -$179K -2,325 -4%
BG
328
Bahl & Gaynor
Ohio
$3.89M +$216K +2,806 +6%
RC
329
RBF Capital
California
$3.86M -$309K -4,000 -7%
KRS
330
Kentucky Retirement Systems
Kentucky
$3.82M -$96.8K -1,255 -2%
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$3.81M +$3.81M +53,179 New
LA
332
Lau Associates
Delaware
$3.8M – – –
LSERS
333
Louisiana State Employees Retirement System
Louisiana
$3.73M +$3.73M +48,300 New
TAM
334
TPH Asset Management
Texas
$3.65M -$1.7M -22,000 -32%
SCM
335
Sterling Capital Management
North Carolina
$3.62M +$3.62M +46,905 New
Zurich Cantonal Bank
336
Zurich Cantonal Bank
Switzerland
$3.61M +$87.3K +1,132 +2%
SC
337
SouthState Corp
Florida
$3.6M +$18K +233 +0.5%
FNF
338
Fidelity National Financial
Florida
$3.6M – – –
WIM
339
Wilen Investment Management
Florida
$3.57M -$15.3K -200 -0.4%
PP
340
Paloma Partners
Connecticut
$3.56M +$1.19M +15,374 +50%
OAC
341
OMERS Administration Corp
Ontario, Canada
$3.5M +$347K +4,500 +11%
PIM
342
Perkins Investment Management
Illinois
$3.44M +$3.44M +44,598 New
PRCM
343
Pine River Capital Management
Minnesota
$3.42M +$3.42M +44,290 New
PWLP
344
Prio Wealth Limited Partnership
Massachusetts
$3.39M -$21.4K -278 -0.6%
M&T Bank
345
M&T Bank
New York
$3.38M -$984K -12,760 -23%
PA
346
Pinnacle Associates
New York
$3.31M +$48.3K +626 +1%
Creative Planning
347
Creative Planning
Kansas
$3.31M +$643K +8,338 +24%
BL
348
BCWM LLC
Kansas
$3.3M +$58.7K +761 +2%
PNC
349
Park National Corp
Ohio
$3.3M -$2.67M -34,629 -45%
Mirae Asset Global Investments
350
Mirae Asset Global Investments
South Korea
$3.28M +$714K +9,256 +28%
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