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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 %
PA
351
Pinnacle Associates
New York
$2.45M +$77.4K +1,339 +3%
BL
352
BCWM LLC
Kansas
$2.43M +$25.1K +434 +1%
LMF
353
LMR Master Fund
Cayman Islands
$2.4M -$7.67M -132,775 -76%
CBT
354
Central Bank & Trust
Kentucky
$2.4M +$79.8K +1,380 +3%
OAC
355
OMERS Administration Corp
Ontario, Canada
$2.37M – – –
RCG
356
Ruane, Cunniff & Goldfarb
New York
$2.33M +$2.33M +40,355 New
PA
357
Profund Advisors
Maryland
$2.33M -$33.2K -574 -1%
BCM
358
BP Capital Management
Texas
$2.31M -$557K -9,641 -19%
BF
359
BOK Financial
Oklahoma
$2.31M +$276K +4,767 +14%
PCM
360
Parsons Capital Management
Rhode Island
$2.29M -$66.5K -1,150 -3%
WBG
361
Wharton Business Group
Pennsylvania
$2.27M – – –
ST
362
Semper Trust
Pennsylvania
$2.21M +$605K +10,469 +38%
Bessemer Group
363
Bessemer Group
New Jersey
$2.2M +$851K +14,704 +63%
NLI
364
Nippon Life Insurance
Japan
$2.19M -$32.2K -557 -1%
JPMPWA
365
J.P. Morgan Private Wealth Advisors
California
$2.18M +$148K +2,556 +7%
PSI
366
Pinnacle Summer Investments
Virginia
$2.18M +$1.86M +32,120 +579%
CIA
367
Covington Investment Advisors
Pennsylvania
$2.14M – – –
KCM
368
Kames Capital Management
United Kingdom
$2.13M – – –
LMGAM
369
Liberty Mutual Group Asset Management
Massachusetts
$2.13M +$424K +7,331 +25%
FM
370
Foster & Motley
Ohio
$2.12M -$3.35M -57,968 -61%
First Manhattan
371
First Manhattan
New York
$2.11M -$3.41K -59 -0.2%
DAM
372
Doheny Asset Management
California
$2.09M -$581K -10,050 -22%
GD
373
Grandfield & Dodd
New York
$2.05M -$1.13M -19,586 -36%
FNBOMD
374
First National Bank of Mount Dora
Florida
$2.02M -$51.7K -895 -2%
AC
375
Alley Company
Illinois
$2M +$126K +2,171 +7%
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