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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 %
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$821K -$127K -2,200 -13%
CRM
527
Cramer Rosenthal McGlynn
Connecticut
$821K +$821K +14,200 New
ACM
528
Argyle Capital Management
Pennsylvania
$811K – – –
PGIM
529
Pacific Global Investment Management
California
$805K -$2.83K -49 -0.4%
WA
530
WBH Advisory
Maryland
$797K -$11.4K -198 -1%
ClearBridge Investments
531
ClearBridge Investments
New York
$787K +$66.4K +1,148 +9%
TNBTD
532
Trustmark National Bank Trust Department
Mississippi
$785K +$2.31K +40 +0.3%
CAI
533
Capital Advisors Inc
Oklahoma
$784K +$17.1K +296 +2%
SFSIG
534
San Francisco Sentry Investment Group
California
$774K – – –
AMIM
535
Aull & Monroe Investment Management
Alabama
$773K – – –
TCOTO
536
Trust Company of the Ozarks
Missouri
$760K – – –
RA
537
Rational Advisors
New York
$740K -$2.89K -50 -0.4%
CCM
538
Copeland Capital Management
Pennsylvania
$738K +$11.2K +194 +2%
Bank of Nova Scotia
539
Bank of Nova Scotia
Ontario, Canada
$736K -$74.2K -1,283 -9%
ECM
540
Everence Capital Management
Indiana
$733K +$102K +1,771 +16%
CT
541
Coastline Trust
Rhode Island
$727K +$107K +1,845 +17%
KFC
542
Klingenstein Fields & Co
New York
$723K -$488K -8,437 -40%
WRM
543
Westport Resources Management
Connecticut
$721K +$32.7K +565 +5%
ATC
544
Adirondack Trust Company
New York
$719K +$83.5K +1,445 +13%
Mariner
545
Mariner
Kansas
$716K -$7.17K -124 -1%
OSAM
546
O'Shaughnessy Asset Management
Connecticut
$710K +$710K +12,302 +1,230,200%
MCM
547
Manchester Capital Management
Vermont
$709K -$8.85K -153 -1%
BCM
548
Bluefin Capital Management
New York
$700K +$145K +2,659 +26%
ICM
549
ICC Capital Management
Florida
$697K +$40.5K +700 +6%
SAM
550
Silvercrest Asset Management
New York
$696K -$4.1K -71 -0.6%
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