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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 %
LIM
401
Leavell Investment Management
Alabama
$2.32M +$163K +2,108 +8%
Flossbach Von Storch
402
Flossbach Von Storch
Germany
$2.31M – – –
USGIU
403
U.S. Global Investors (USGI)
Texas
$2.31M +$2.31M +30,000 New
HOAM
404
Halcyon Offshore Asset Management
New York
$2.31M +$2.31M +30,000 New
LOAMU
405
Lombard Odier Asset Management (USA)
New York
$2.31M +$2.31M +30,000 New
UGIF
406
US Global Investors Funds
Maine
$2.31M +$2.31M +30,000 New
PCM
407
Prelude Capital Management
New York
$2.31M +$1.15M +14,963 +100%
FIM
408
Fernwood Investment Management
Massachusetts
$2.28M +$2.28M +29,600 New
BP
409
Banyan Partners
Florida
$2.25M -$2.78M -36,070 -55%
VKH
410
Virtu KCG Holdings
New York
$2.24M +$2.24M +28,977 New
FCI
411
Financial Counselors Inc
Kansas
$2.23M +$11.9K +154 +0.5%
Jane Street
412
Jane Street
New York
$2.21M +$2.21M +28,646 New
DY
413
Dowling & Yahnke
California
$2.21M -$24.1K -313 -1%
CAM
414
Carret Asset Management
New York
$2.14M -$143K -1,857 -6%
VAM
415
Visium Asset Management
New York
$2.13M +$1.28M +16,650 +153%
K
416
Kemper
Illinois
$2.12M – – –
KKRC
417
Kohlberg Kravis Roberts & Co
New York
$2.12M +$2.12M +27,500 New
PP
418
Palladium Partners
Virginia
$2.09M +$35.7K +463 +2%
PIM
419
Penobscot Investment Management
Massachusetts
$2.08M +$56.7K +735 +3%
ST
420
Somerset Trust
Pennsylvania
$2.08M +$2.08M +26,997 New
CC
421
Cognios Capital
Kansas
$2.07M +$2.07M +26,794 New
BOH
422
Bank of Hawaii
Hawaii
$2.06M -$81.1K -1,051 -4%
AF
423
Arrow Financial
New York
$2.05M -$18.1K -235 -0.9%
PDN
424
Pensionfund DSM Netherlands
Netherlands
$2.05M – – –
CI
425
Conning Inc
Connecticut
$2.04M +$219K +2,840 +12%
15 16
17
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