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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 %
CC
576
ClearArc Capital
Ohio
$861K -$34.5K -447 -4%
TYCC
577
Texas Yale Capital Corp
Florida
$861K – – –
TBA
578
Tower Bridge Advisors
Pennsylvania
$860K -$5.25K -68 -0.6%
TCOTO
579
Trust Company of the Ozarks
Missouri
$858K -$155K -2,010 -15%
SCM
580
Shelton Capital Management
Colorado
$857K +$409K +5,301 +91%
CI
581
Constellation Investments
Ohio
$852K +$46.3K +600 +6%
WFM
582
Wilmington Funds Management
Delaware
$851K -$1.58M -20,479 -65%
CCMG
583
Clark Capital Management Group
Pennsylvania
$841K -$20.7K -268 -2%
RJT
584
Raymond James Trust
Florida
$840K -$11.9K -155 -1%
Bank of Nova Scotia
585
Bank of Nova Scotia
Ontario, Canada
$833K -$148K -1,922 -15%
Millennium Management
586
Millennium Management
New York
$832K -$36.2M -469,110 -98%
SNT
587
Security National Trust
West Virginia
$829K -$12.9K -167 -2%
TCOT
588
Trust Company of Toledo
Ohio
$828K +$167K +2,160 +25%
WTIM
589
Wilmington Trust Investment Management
Delaware
$826K -$69.4K -900 -8%
BFG
590
Beacon Financial Group
Texas
$821K +$821K +10,990 New
SA
591
Strategic Advisors
New York
$814K -$12.9K -167 -2%
CA
592
Cornerstone Advisors
North Carolina
$809K – – –
MAP
593
Managed Asset Portfolios
Michigan
$805K +$805K +10,443 New
HDIM
594
Hanson & Doremus Investment Management
Vermont
$804K -$58.4K -757 -7%
STIA
595
Stone Toro Investment Advisers
New Jersey
$802K +$401K +5,200 +100%
PCA
596
Private Capital Advisors
Connecticut
$787K -$1.18M -15,300 -60%
EMG
597
Ellington Management Group
Connecticut
$787K +$787K +10,200 New
MFS
598
MSI Financial Services
Massachusetts
$784K +$42.2K +547 +6%
AW
599
Alpha Windward
Massachusetts
$782K -$48.1K -623 -6%
AT
600
Arden Trust
Delaware
$780K -$48.1K -624 -6%
22 23
24
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