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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.

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
1
VanEck Associates
New York
$182M
2
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$168M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$847M
4
Boston Partners
4
Boston Partners
Massachusetts
$540M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$536M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$316M
2
JHIU
2
Janus Henderson Investors US
Colorado
$285M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.92M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$83.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$283M 3,664,767 -269,521 -7%
RP
27
RR Partners
New York
$256M 3,315,750 -190,000 -5%
Morgan Stanley
28
Morgan Stanley
New York
$239M 3,096,197 +276,338 +10%
Legal & General Group
29
Legal & General Group
United Kingdom
$229M 2,970,200 +83,624 +3%
Invesco
30
Invesco
Georgia
$216M 2,801,667 +723,370 +35%
Prudential Financial
31
Prudential Financial
New Jersey
$208M 2,691,897 -225,425 -8%
Aristotle Capital Management
32
Aristotle Capital Management
California
$192M 2,494,016 +273,167 +12%
GCM
33
Glenview Capital Management
New York
$188M 2,432,481 – –
VanEck Associates
34
VanEck Associates
New York
$182M 2,354,981 +2,346,910 +29,078%
Bank of America
35
Bank of America
North Carolina
$180M 2,333,693 +3,530 +0.2%
Goldman Sachs
36
Goldman Sachs
New York
$180M 2,327,919 +428,348 +23%
Jennison Associates
37
Jennison Associates
New York
$170M 2,210,419 +136,298 +7%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$170M 2,267,646 +567,748 +33%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$168M 2,173,083 +2,173,083 New
UBS AM
40
UBS AM
Illinois
$151M 1,954,846 +43,005 +2%
BIM
41
BlackRock Investment Management
Delaware
$149M 1,936,991 -39,099 -2%
Deutsche Bank
42
Deutsche Bank
Germany
$147M 1,901,843 -1,394,453 -42%
BlackRock
43
BlackRock
New York
$144M 1,861,318 +198,389 +12%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$143M 1,860,296 -431,000 -19%
AQR Capital Management
45
AQR Capital Management
Connecticut
$140M 1,810,305 +876,835 +94%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$134M 1,737,364 -74,700 -4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$125M 1,626,772 -31,046 -2%
Charles Schwab
48
Charles Schwab
California
$124M 1,612,275 -14,172 -0.9%
PPA
49
Parametric Portfolio Associates
Washington
$116M 1,502,058 +135,831 +10%
CLM
50
ClearBridge LLC (Maryland)
Maryland
$115M 1,488,232 -4,541 -0.3%
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