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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 %
LTFS
451
Ladenburg Thalmann Financial Services
Florida
$1.2M -$88.6K -1,523 -7%
MERSOM
452
Municipal Employees' Retirement System of Michigan
Michigan
$1.2M +$1.2M +20,700 New
OMCS
453
Old Mutual Customised Solutions
South Africa
$1.19M +$208K +3,600 +21%
KCMRT
454
Kemper Corp Master Retirement Trust
Illinois
$1.19M – – –
CVM
455
Cheviot Value Management
California
$1.18M -$42.1K -727 -3%
SI
456
Stephens Inc
Arkansas
$1.18M -$2.14K -37 -0.2%
FA
457
FMA Advisory
Pennsylvania
$1.17M -$7.63K -132 -0.6%
ICOA
458
Investment Centers of America
North Dakota
$1.17M +$176K +3,006 +18%
CSIC
459
Clifford Swan Investment Counsel
California
$1.16M -$76.8K -1,329 -6%
WIC
460
Wilkins Investment Counsel
Massachusetts
$1.15M -$31.8K -550 -3%
DC
461
Davenport & Co
Virginia
$1.13M -$219K -3,779 -16%
BCMO
462
Buckingham Capital Management (Ohio)
Ohio
$1.13M +$45.2K +772 +4%
CAN
463
Cetera Advisor Networks
California
$1.13M +$161K +2,777 +17%
HJMC
464
Hellman Jordan Management Company
Massachusetts
$1.13M +$1.13M +19,490 New
BC
465
Burney Company
Virginia
$1.13M +$281K +4,851 +33%
SI
466
SII Investments
Wisconsin
$1.12M -$4.23M -73,304 -79%
BA
467
Boston Advisors
Massachusetts
$1.12M -$14.1M -244,556 -93%
TCP
468
TAMRO Capital Partners
Virginia
$1.11M -$687K -11,887 -38%
RIL
469
Rothschild Investment LLC
Illinois
$1.1M +$29.8K +516 +3%
KFA
470
Kelleher Financial Advisors
New York
$1.1M -$16.2K -280 -1%
FPTW
471
Franklin, Parlapiano, Turner & Welch
Texas
$1.09M -$6.07K -105 -0.6%
MIM
472
Marco Investment Management
Georgia
$1.08M +$57.8K +1,000 +6%
BFO
473
Boston Family Office
Massachusetts
$1.07M -$34.7K -600 -3%
EWA
474
Exencial Wealth Advisors
Oklahoma
$1.06M – – –
SAS
475
Spectrum Advisory Services
Georgia
$1.06M -$34.7K -600 -3%
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