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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 %
HAIM
551
Hunter Associates Investment Management
Pennsylvania
$692K -$98.9K -1,710 -13%
RIM
552
Regent Investment Management
Kentucky
$690K +$46.3K +800 +7%
BPBT
553
Boston Private Bank & Trust
Massachusetts
$683K – – –
SYBT
554
Stock Yards Bank & Trust
Kentucky
$678K -$609K -10,549 -47%
Fisher Asset Management
555
Fisher Asset Management
Washington
$677K +$192K +3,317 +40%
DWA
556
Douglass Winthrop Advisors
New York
$676K +$17.3K +300 +3%
P
557
Pitcairn
Pennsylvania
$674K +$1.97K +34 +0.3%
CC
558
ClearArc Capital
Ohio
$671K -$16.5K -285 -2%
WTIM
559
Wilmington Trust Investment Management
Delaware
$671K – – –
LKIM
560
Lawson Kroeker Investment Management
Nebraska
$666K -$4.57K -79 -0.7%
AAIM
561
American Assets Investment Management
California
$665K +$416K +7,200 +167%
SHA
562
Smith Hayes Advisers
Nebraska
$662K +$7.75K +134 +1%
BRWA
563
B. Riley Wealth Advisors
Florida
$660K +$87.6K +1,515 +15%
TBA
564
Tower Bridge Advisors
Pennsylvania
$649K -$7.63K -132 -1%
MPAM
565
Murphy Pohlad Asset Management
Minnesota
$648K +$148K +2,565 +30%
CCMG
566
Clark Capital Management Group
Pennsylvania
$646K -$227K -3,921 -26%
HDIM
567
Hanson & Doremus Investment Management
Vermont
$646K -$17.7K -307 -3%
TYCC
568
Texas Yale Capital Corp
Florida
$645K +$409K +7,075 +173%
RJT
569
Raymond James Trust
Florida
$639K +$7.34K +127 +1%
FAM
570
Forty4 Asset Management
Illinois
$636K +$636K +11,001 New
CS
571
Cannell & Spears
New York
$631K +$339K +5,860 +116%
VAM
572
Visium Asset Management
New York
$631K +$631K +10,911 New
SNT
573
Security National Trust
West Virginia
$630K -$27.7K -479 -4%
LIA
574
LS Investment Advisors
Michigan
$630K +$36K +622 +6%
AW
575
Alpha Windward
Massachusetts
$622K +$85.4K +1,476 +16%
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