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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 %
AIM
426
abrdn Investment Management
United Kingdom
$2.03M +$11.9K +154 +0.6%
GAM
427
Gotham Asset Management
New York
$2.03M +$660K +8,561 +48%
HPIA
428
Hamilton Point Investment Advisors
North Carolina
$2.03M +$2.03M +26,311 New
TU
429
TDAM USA
Ontario, Canada
$2.02M +$363K +4,703 +22%
CCT
430
Country Club Trust
Missouri
$2.02M +$191K +2,478 +10%
GG
431
Greenwood Gearhart
Arkansas
$2M -$18.9K -245 -0.9%
AL
432
Agran Libbie
California
$1.98M -$266K -3,445 -12%
WSFS
433
Wilmington Savings Fund Society
Delaware
$1.97M +$7.02K +91 +0.4%
HCM
434
Herndon Capital Management
Georgia
$1.97M -$3.65M -47,355 -65%
GD
435
Grandfield & Dodd
New York
$1.96M -$774K -10,030 -28%
CCM
436
Coldstream Capital Management
Washington
$1.95M -$12.1K -157 -0.6%
EWM
437
Evercore Wealth Management
New York
$1.95M +$540K +6,993 +38%
KIG
438
Kessler Investment Group
Indiana
$1.95M +$1.95M +25,255 New
ClearBridge Investments
439
ClearBridge Investments
New York
$1.95M +$896K +11,610 +85%
Arrowstreet Capital
440
Arrowstreet Capital
Massachusetts
$1.92M -$137M -1,773,366 -99%
BSB
441
Bangor Savings Bank
Maine
$1.92M +$9.95K +129 +0.5%
HVIA
442
Hudson Valley Investment Advisors
New York
$1.9M -$67.5K -875 -3%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$1.88M -$185K -2,401 -9%
MCC
444
Mid Continent Capital
Illinois
$1.83M -$819K -10,616 -31%
FWIA
445
Fort Washington Investment Advisors
Ohio
$1.83M -$130K -1,679 -7%
WA
446
Wheatland Advisors
Pennsylvania
$1.81M +$1.81M +23,469 New
MLL
447
Moody Lynn & Lieberson
Massachusetts
$1.8M -$6.63K -86 -0.4%
HIM
448
Harbour Investment Management
Washington
$1.79M -$7.71K -100 -0.4%
GAM
449
Garrison Asset Management
Arkansas
$1.79M +$113K +1,459 +7%
LPT
450
Legacy Private Trust
Wisconsin
$1.79M +$19.7K +256 +1%
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