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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.

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
1
Wellington Management Group
Massachusetts
$798M
2
SF
2
Sarofim Fayez
Texas
$133M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$293M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$132M
5
JHIU
5
Janus Henderson Investors US
Colorado
$317M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$69.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$364M
3
Morgan Stanley
3
Morgan Stanley
New York
$163M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$749M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$227M 3,934,288 +158,578 +4%
RP
27
RR Partners
New York
$203M 3,505,750 – –
Deutsche Bank
28
Deutsche Bank
Germany
$191M 3,296,296 -28,616 -0.9%
Prudential Financial
29
Prudential Financial
New Jersey
$169M 2,917,322 +67,591 +2%
Legal & General Group
30
Legal & General Group
United Kingdom
$167M 2,886,576 +91,354 +3%
Morgan Stanley
31
Morgan Stanley
New York
$163M 2,819,859 -3,010,055 -52%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$153M 2,646,685 -1,441,785 -35%
GCM
33
Glenview Capital Management
New York
$141M 2,432,481 +417,536 +21%
Bank of America
34
Bank of America
North Carolina
$135M 2,330,163 -345,885 -13%
SF
35
Sarofim Fayez
Texas
$133M 2,295,471 +2,295,471 New
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$132M 2,291,296 +1,452,396 +173%
Aristotle Capital Management
37
Aristotle Capital Management
California
$128M 2,220,849 +610,879 +38%
Invesco
38
Invesco
Georgia
$120M 2,078,297 -6,910 -0.3%
Jennison Associates
39
Jennison Associates
New York
$120M 2,074,121 -71,824 -3%
BIM
40
BlackRock Investment Management
Delaware
$114M 1,976,090 +58,605 +3%
UBS AM
41
UBS AM
Illinois
$111M 1,911,841 +108,256 +6%
Goldman Sachs
42
Goldman Sachs
New York
$110M 1,899,571 -236,343 -11%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$105M 1,812,064 -111,707 -6%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$104M 1,798,311 +265,639 +17%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$98.3M 1,699,898 +73,369 +5%
BlackRock
46
BlackRock
New York
$96.1M 1,662,929 +210,540 +14%
AllianceBernstein
47
AllianceBernstein
Tennessee
$95.9M 1,657,818 +92,482 +6%
Charles Schwab
48
Charles Schwab
California
$94.2M 1,626,447 +34,748 +2%
Allianz Asset Management
49
Allianz Asset Management
Germany
$92.7M 1,602,524 +165,880 +12%
CM
50
Corvex Management
New York
$92M 1,590,849 +393,221 +33%
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