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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 %
WSFS
426
Wilmington Savings Fund Society
Delaware
$1.48M +$173 +3 +0%
PCA
427
Private Capital Advisors
Connecticut
$1.47M +$1.47M +25,500 New
CCM
428
Coldstream Capital Management
Washington
$1.47M +$74.6K +1,291 +5%
FWIA
429
Fort Washington Investment Advisors
Ohio
$1.47M +$156K +2,707 +12%
SCM
430
Stux Capital Management
New York
$1.45M -$1.14M -19,800 -44%
BSB
431
Bangor Savings Bank
Maine
$1.43M -$19.1K -330 -1%
PL
432
Perpetual Ltd
Australia
$1.42M – – –
FSC
433
Fiduciary Services Corp
Georgia
$1.38M -$138K -2,391 -9%
CCT
434
Country Club Trust
Missouri
$1.37M +$56.6K +978 +4%
CI
435
Conning Inc
Connecticut
$1.36M +$29.5K +510 +2%
MLL
436
Moody Lynn & Lieberson
Massachusetts
$1.36M -$206K -3,570 -13%
DnB Asset Management
437
DnB Asset Management
Norway
$1.35M -$275K -4,754 -17%
HIM
438
Harbour Investment Management
Washington
$1.35M -$1.16K -20 -0.1%
CFB
439
Cullen/Frost Bankers
Texas
$1.33M -$414K -7,158 -24%
NB
440
Norinchukin Bank
Japan
$1.33M +$86.9K +1,502 +7%
LPT
441
Legacy Private Trust
Wisconsin
$1.33M +$109K +1,883 +9%
NSEDCP
442
NJ State Employees Deferred Compensation Plan
New Jersey
$1.3M – – –
GCM
443
GeoSphere Capital Management
Florida
$1.3M +$260K +4,500 +25%
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.26M +$1.26M +21,770 New
GAM
445
Garrison Asset Management
Arkansas
$1.26M +$175K +3,026 +16%
SCM
446
SKBA Capital Management
California
$1.24M -$425K -7,350 -25%
TU
447
TDAM USA
Ontario, Canada
$1.24M -$4.35M -75,236 -78%
TCT
448
TIAA CREF Trust
Missouri
$1.23M -$21K -363 -2%
LS
449
Livforsakringsbolaget Skandia
Sweden
$1.23M – – –
BB
450
Bell Bank
North Dakota
$1.22M +$40.1K +694 +3%
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