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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 %
AR
526
Advisory Research
Illinois
$1.11M +$1.11M +14,404 New
GJIC
527
Gamble Jones Investment Counsel
California
$1.11M -$128K -1,660 -10%
BBI
528
Baxter Bros Inc
Connecticut
$1.11M -$9.64K -125 -0.9%
BVDMP
529
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.1M – – –
LIA
530
LS Investment Advisors
Michigan
$1.1M +$256K +3,325 +31%
CRM
531
Cramer Rosenthal McGlynn
Connecticut
$1.1M – – –
Fuller & Thaler Asset Management
532
Fuller & Thaler Asset Management
California
$1.1M – – –
PAG
533
Private Advisor Group
New Jersey
$1.09M +$1.09M +14,184 New
BWAM
534
Boyd Watterson Asset Management
Ohio
$1.09M -$30.8K -399 -3%
Thrivent Financial for Lutherans
535
Thrivent Financial for Lutherans
Minnesota
$1.08M -$15.4K -200 -1%
ACM
536
Argyle Capital Management
Pennsylvania
$1.08M – – –
ACM
537
Argentus Capital Management
Texas
$1.08M -$147K -1,901 -12%
SACTSONJ
538
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.08M -$49.7K -644 -4%
SFSIG
539
San Francisco Sentry Investment Group
California
$1.07M +$38.6K +500 +4%
GF
540
Gerstein Fisher
New York
$1.07M +$568K +7,375 +113%
CFS
541
Community Financial System
New York
$1.07M -$51K -661 -5%
SIMM
542
Stillwater Investment Management (Minnesota)
Minnesota
$1.07M +$1.07M +13,875 New
AMIM
543
Aull & Monroe Investment Management
Alabama
$1.07M +$38.6K +500 +4%
WA
544
WBH Advisory
Maryland
$1.07M +$3.7K +48 +0.3%
MYLI
545
Meiji Yasuda Life Insurance
Japan
$1.07M -$123K -1,600 -10%
LMF
546
LMR Master Fund
Cayman Islands
$1.06M -$2.14M -27,765 -67%
PGIM
547
Pacific Global Investment Management
California
$1.06M -$15.9K -206 -1%
AAIM
548
American Assets Investment Management
California
$1.05M +$160K +2,070 +18%
CAI
549
Capital Advisors Inc
Oklahoma
$1.05M – – –
TNBTD
550
Trustmark National Bank Trust Department
Mississippi
$1.04M -$8.03K -104 -0.8%
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