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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.

New
Increased
Maintained
Reduced
Closed
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
VanEck Associates
New York
+$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
Boston Partners
Boston Partners
Massachusetts
+$151M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$146M
5
WRF
Waddell & Reed Financial
Kansas
+$143M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$159M
2
JHIU
Janus Henderson Investors US
Colorado
-$138M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$137M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$120M
5
Deutsche Bank
Deutsche Bank
Germany
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
501
Welch & Forbes
Massachusetts
$1.3M +$45.6K +591 +4%
CCT
502
Chemung Canal Trust
New York
$1.29M -$22.5K -292 -2%
SWM
503
Segment Wealth Management
Texas
$1.29M +$65.3K +847 +5%
CIM
504
CIM Investment Management
Pennsylvania
$1.29M +$88.9K +1,153 +7%
TCP
505
TAMRO Capital Partners
Virginia
$1.29M -$192K -2,484 -13%
EWA
506
Exencial Wealth Advisors
Oklahoma
$1.28M – – –
VDI
507
Vaughan David Investments
Illinois
$1.25M -$148K -1,922 -11%
IB
508
Intrust Bank
Kansas
$1.24M -$1.23K -16 -0.1%
SM
509
Seminole Management
New York
$1.24M +$1.24M +16,021 New
BFA
510
Bragg Financial Advisors
North Carolina
$1.23M -$64.7K -839 -5%
PFSC
511
Peoples Financial Services Corp
Pennsylvania
$1.21M +$1.21M +15,737 New
AB
512
Amalgamated Bank
New York
$1.18M -$13.9K -180 -1%
NC
513
Northpointe Capital
Michigan
$1.17M -$154K -1,997 -12%
ICM
514
ICC Capital Management
Florida
$1.16M +$231K +3,000 +25%
BCM
515
Bares Capital Management
Texas
$1.16M – – –
Toronto Dominion Bank
516
Toronto Dominion Bank
Ontario, Canada
$1.15M +$753K +9,769 +189%
SCM
517
SKBA Capital Management
California
$1.15M -$513K -6,650 -31%
EOJOAM
518
E. Ohman J:or Asset Management
Sweden
$1.14M – – –
MCM
519
Moore Capital Management
New York
$1.13M +$1.13M +14,700 New
ECM
520
Everence Capital Management
Indiana
$1.13M +$154K +2,001 +16%
FNBTCON
521
First National Bank & Trust Co of Newtown
Pennsylvania
$1.12M – – –
HFM
522
Hartford Financial Management
Connecticut
$1.12M – – –
PAM
523
PartnerRe Asset Management
Connecticut
$1.11M -$88K -1,141 -7%
CCG
524
Cypress Capital Group
Florida
$1.11M +$754K +9,766 +210%
Mariner
525
Mariner
Kansas
$1.11M +$157K +2,038 +16%
19 20
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