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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 %
EHC
351
Everett Harris & Co
California
$3.25M -$32.9K -427 -1%
TMAM
352
Tokio Marine Asset Management
Japan
$3.25M -$405K -5,245 -11%
JPMPWA
353
J.P. Morgan Private Wealth Advisors
California
$3.17M +$259K +3,361 +9%
LCM
354
Levitt Capital Management
Florida
$3.14M +$3.14M +40,677 New
RCG
355
Ruane, Cunniff & Goldfarb
New York
$3.11M – – –
WTNA
356
Wilmington Trust National Association
Delaware
$3.08M -$191K -2,470 -6%
BF
357
BOK Financial
Oklahoma
$3.07M -$13.1K -170 -0.4%
PI
358
PineBridge Investments
New York
$3.07M -$14.5M -187,639 -83%
PCM
359
Parsons Capital Management
Rhode Island
$3.05M -$11K -143 -0.4%
MIM
360
Montgomery Investment Management
Maryland
$2.99M -$2.1M -27,161 -41%
UF
361
Univest Financial
Pennsylvania
$2.98M -$285K -3,693 -9%
LMGAM
362
Liberty Mutual Group Asset Management
Massachusetts
$2.93M +$79.9K +1,036 +3%
CIA
363
Covington Investment Advisors
Pennsylvania
$2.91M +$47.8K +620 +2%
NBC
364
Neuberger Berman Canada
Ontario, Canada
$2.9M +$366K +4,750 +14%
WC
365
Whitney & Co
New York
$2.87M +$498K +6,450 +21%
KAM
366
Keeley Asset Management
Illinois
$2.87M +$540K +7,000 +23%
PA
367
Profund Advisors
Maryland
$2.86M -$251K -3,257 -8%
Bessemer Group
368
Bessemer Group
New Jersey
$2.84M -$92.7K -1,201 -3%
William Blair & Company
369
William Blair & Company
Illinois
$2.83M +$672K +8,712 +31%
First Manhattan
370
First Manhattan
New York
$2.83M +$17.4K +225 +0.6%
OPCM
371
Osborne Partners Capital Management
California
$2.8M +$2.8M +36,340 New
ST
372
Semper Trust
Pennsylvania
$2.77M -$167K -2,170 -6%
CCA
373
Catalyst Capital Advisors
New York
$2.77M +$2.77M +35,953 New
DAM
374
Doheny Asset Management
California
$2.74M -$42.4K -550 -2%
BG
375
Bollard Group
Massachusetts
$2.73M +$207K +2,678 +8%
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