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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 %
SWM
501
Segment Wealth Management
Texas
$920K -$126K -2,183 -12%
PFS
502
Penseco Financial Services
Pennsylvania
$910K – – –
GW
503
GW & Wade
Massachusetts
$910K +$116 +2 +0%
CIM
504
CIM Investment Management
Pennsylvania
$901K – – –
PAM
505
PartnerRe Asset Management
Connecticut
$900K -$133K -2,294 -13%
AB
506
Amalgamated Bank
New York
$896K -$21.2K -367 -2%
MSS
507
Mitchell Sinkler & Starr
Pennsylvania
$892K -$11.5K -199 -1%
MYLI
508
Meiji Yasuda Life Insurance
Japan
$891K +$24K +415 +3%
ECM
509
ETrade Capital Management
Virginia
$888K +$208K +3,602 +31%
CNB
510
City National Bank
California
$882K -$336K -5,805 -28%
EOJOAM
511
E. Ohman J:or Asset Management
Sweden
$879K – – –
BCM
512
Bares Capital Management
Texas
$867K – – –
PCM
513
Prelude Capital Management
New York
$867K +$198K +3,418 +30%
SSB
514
Sandy Spring Bank
Maryland
$865K -$20.4K -352 -2%
CCM
515
Catapult Capital Management
New York
$862K +$862K +14,910 New
SACTSONJ
516
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$847K – – –
FTC
517
Farmers Trust Company
Ohio
$844K -$143K -2,473 -14%
BWAM
518
Boyd Watterson Asset Management
Ohio
$841K +$16.7K +289 +2%
FNBTCON
519
First National Bank & Trust Co of Newtown
Pennsylvania
$840K -$9.72K -168 -1%
CFS
520
Community Financial System
New York
$840K -$8.49K -147 -1%
HFM
521
Hartford Financial Management
Connecticut
$838K +$24.6K +425 +3%
BBI
522
Baxter Bros Inc
Connecticut
$837K +$95.4K +1,650 +13%
BVDMP
523
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$826K – – –
CA
524
CapWealth Advisors
Tennessee
$824K -$77.3K -1,337 -9%
Thrivent Financial for Lutherans
525
Thrivent Financial for Lutherans
Minnesota
$822K -$4.84M -83,691 -85%
19 20
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