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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 %
Creative Planning
376
Creative Planning
Kansas
$2M +$98.4K +1,702 +5%
MCC
377
Mid Continent Capital
Illinois
$1.98M +$20.1K +348 +1%
Brown Advisory
378
Brown Advisory
Maryland
$1.97M -$129K -2,226 -6%
AAC
379
Asset Advisors Corp
Georgia
$1.97M +$63.6K +1,100 +3%
TSW
380
Thompson Siegel & Walmsley
Virginia
$1.96M – – –
FBT
381
First Bankers Trust
Kentucky
$1.94M -$2.89K -50 -0.1%
MPI
382
Mairs & Power Inc
Minnesota
$1.94M +$49.7K +859 +3%
Truist Financial
383
Truist Financial
North Carolina
$1.93M -$122K -2,103 -6%
CB
384
Chemical Bank
Michigan
$1.93M -$7.23K -125 -0.4%
Mirae Asset Global Investments
385
Mirae Asset Global Investments
South Korea
$1.92M +$1.92M +33,222 New
NBC
386
Neuberger Berman Canada
Ontario, Canada
$1.9M -$103K -1,780 -5%
BG
387
Bollard Group
Massachusetts
$1.89M +$18.4K +318 +1%
PI
388
Placemark Investments
Illinois
$1.89M +$289K +5,006 +18%
SWITC
389
Stewart West Indies Trading Company
Colorado
$1.88M – – –
CPSAC
390
Chas P. Smith & Associates (CPS)
Florida
$1.84M +$47.7K +825 +3%
WFM
391
Wilmington Funds Management
Delaware
$1.82M -$154K -2,662 -8%
PP
392
Paloma Partners
Connecticut
$1.78M +$1.78M +30,800 New
WC
393
Whitney & Co
New York
$1.78M +$624K +10,800 +54%
AHC
394
Adell Harriman & Carpenter
Texas
$1.76M +$1.17M +20,284 +199%
Cambridge Investment Research Advisors
395
Cambridge Investment Research Advisors
Iowa
$1.75M -$59.7K -1,033 -3%
FVCM
396
F&V Capital Management
Florida
$1.75M +$15.9K +275 +0.9%
KAM
397
Keeley Asset Management
Illinois
$1.74M +$1.74M +30,142 New
FIM
398
Frontier Investment Management
Texas
$1.74M +$165K +2,857 +10%
Flossbach Von Storch
399
Flossbach Von Storch
Germany
$1.74M – – –
CAM
400
Carret Asset Management
New York
$1.71M -$36.4K -629 -2%
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