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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 %
EWM
476
Evercore Wealth Management
New York
$1.06M -$24.8K -429 -2%
VDI
477
Vaughan David Investments
Illinois
$1.05M -$65.9K -1,140 -6%
QI
478
QS Investors
New York
$1.04M -$6.66M -115,056 -86%
ST
479
Stifel Trust
Missouri
$1.03M -$5.44K -94 -0.5%
GAM
480
Gotham Asset Management
New York
$1.03M +$230K +3,979 +29%
SIC
481
Salem Investment Counselors
North Carolina
$1.02M +$101K +1,750 +11%
SAM
482
Symphony Asset Management
California
$1.02M +$308K +5,322 +43%
AAM
483
Auxier Asset Management
Oregon
$1.01M – – –
BAM
484
Burnham Asset Management
New York
$1.01M +$56.4K +975 +6%
CCMINC
485
Cardinal Capital Management Inc (North Carolina)
North Carolina
$999K +$11.2K +194 +1%
NC
486
Northpointe Capital
Michigan
$995K +$516K +8,927 +108%
SFS
487
Strategic Financial Services
New York
$989K -$11.4K -197 -1%
CCT
488
Chemung Canal Trust
New York
$987K +$103K +1,788 +12%
HT
489
HighTower Trust
Texas
$984K +$784K +13,547 +391%
BFA
490
Bragg Financial Advisors
North Carolina
$968K -$38.9K -672 -4%
BCMU
491
BlueCrest Capital Management (UK)
Guernsey
$967K +$967K +16,726 New
TRCT
492
Tower Research Capital (TRC)
New York
$959K +$929K +16,074 +3,079%
GMIM
493
General Motors Investment Management
New York
$944K -$1.01M -17,516 -52%
WF
494
Welch & Forbes
Massachusetts
$942K +$10.2K +176 +1%
IB
495
Intrust Bank
Kansas
$934K -$74.3K -1,284 -7%
Luther King Capital Management (LKCM)
496
Luther King Capital Management (LKCM)
Texas
$933K +$106K +1,825 +13%
GJIC
497
Gamble Jones Investment Counsel
California
$928K -$20.3K -351 -2%
DL
498
Delta Lloyd
Netherlands
$923K +$80.1K +1,386 +10%
ACM
499
Argentus Capital Management
Texas
$920K -$439K -7,588 -32%
PPCM
500
Pillar Pacific Capital Management
California
$920K -$219K -3,796 -19%
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