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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 %
ATC
551
Adirondack Trust Company
New York
$1.04M +$76.6K +993 +8%
SHA
552
Smith Hayes Advisers
Nebraska
$1.01M +$126K +1,634 +14%
CT
553
Coastline Trust
Rhode Island
$1M +$32.1K +416 +3%
WRM
554
Westport Resources Management
Connecticut
$992K +$30.8K +400 +3%
RA
555
Rational Advisors
New York
$987K – – –
SSB
556
Sandy Spring Bank
Maryland
$983K -$171K -2,214 -15%
FTC
557
Farmers Trust Company
Ohio
$970K -$156K -2,027 -14%
BPBT
558
Boston Private Bank & Trust
Massachusetts
$964K +$52.4K +679 +6%
P
559
Pitcairn
Pennsylvania
$948K +$47.9K +620 +5%
CHC
560
City Holding Co
West Virginia
$935K +$935K +12,117 New
EFS
561
Essex Financial Services
Connecticut
$930K +$93.1K +1,208 +11%
MCM
562
Manchester Capital Management
Vermont
$928K -$17.3K -225 -2%
HFS
563
HL Financial Services
Kentucky
$926K +$141K +1,830 +18%
MSS
564
Mitchell Sinkler & Starr
Pennsylvania
$925K -$265K -3,441 -22%
SYBT
565
Stock Yards Bank & Trust
Kentucky
$920K +$14.1K +183 +2%
DWA
566
Douglass Winthrop Advisors
New York
$904K +$1.93K +25 +0.2%
CIBC World Market
567
CIBC World Market
Ontario, Canada
$902K +$79.7K +1,033 +10%
RIM
568
Regent Investment Management
Kentucky
$899K -$20.7K -268 -2%
ICOA
569
Investment Centers of America
North Dakota
$895K -$281K -4,784 -24%
SAM
570
Silvercrest Asset Management
New York
$891K -$38.4K -497 -4%
HAIM
571
Hunter Associates Investment Management
Pennsylvania
$890K -$33.7K -437 -4%
LKIM
572
Lawson Kroeker Investment Management
Nebraska
$888K – – –
BC
573
Burney Company
Virginia
$880K -$623K -8,069 -41%
VFS
574
VSR Financial Services
Kansas
$874K +$155K +2,011 +22%
KFC
575
Klingenstein Fields & Co
New York
$864K -$100K -1,300 -10%
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