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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 %
AT
576
Arden Trust
Delaware
$621K -$49.4K -855 -7%
SA
577
Strategic Advisors
New York
$620K – – –
DA
578
Denali Advisors
California
$619K -$179K -3,100 -22%
CIBC World Market
579
CIBC World Market
Ontario, Canada
$617K -$2.39M -41,247 -79%
BA
580
Bennicas & Associates
California
$611K -$40.5K -700 -6%
Axa
581
Axa
France
$610K -$5.25M -90,654 -90%
CA
582
Cornerstone Advisors
North Carolina
$606K -$116K -2,000 -16%
CI
583
Constellation Investments
Ohio
$604K +$28.9K +500 +5%
MYAM
584
Meiji Yasuda Asset Management
Japan
$604K +$47.4K +820 +9%
HFS
585
HL Financial Services
Kentucky
$588K -$160K -2,774 -21%
MCM
586
Maple Capital Management
Vermont
$588K -$93.9K -1,622 -14%
FA
587
FDx Advisors
Illinois
$585K +$56.8K +982 +11%
SCM
588
Southport Capital Management
Tennessee
$584K – – –
VC
589
Vestor Capital
Illinois
$584K +$333K +5,748 +132%
MIC
590
MU Investments Company
Japan
$582K -$240K -4,100 -29%
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$580K +$5.73K +99 +1%
UCFA
592
United Capital Financial Advisors
Texas
$570K -$493K -8,536 -46%
AAM
593
AR Asset Management
California
$570K – – –
Macquarie Group
594
Macquarie Group
Australia
$564K -$2.48M -42,858 -81%
CCFCSB
595
Cape Cod Five Cents Savings Bank
Massachusetts
$560K +$7.06K +122 +1%
MFS
596
MSI Financial Services
Massachusetts
$556K +$44.1K +763 +9%
ROTUOC
597
Regents of the University of California
California
$555K +$555K +9,600 New
WSCM
598
Wellington Shields Capital Management
New York
$554K -$66.5K -1,150 -11%
NPC
599
National Planning Corporation
California
$552K +$91K +1,555 +20%
CPO
600
Cerity Partners OCIO
New York
$549K +$55.3K +956 +11%
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