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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 %
LIC
601
Lodestar Investment Counsel
Illinois
$542K -$3.59K -62 -0.7%
TAM
602
Tocqueville Asset Management
New York
$541K +$8.26K +143 +2%
VFS
603
VSR Financial Services
Kansas
$539K +$9.25K +160 +2%
MMCM
604
Marque Millennium Capital Management
New York
$538K – – –
BBHC
605
Brown Brothers Harriman & Co
New York
$532K -$41.9K -724 -7%
WT
606
Whittier Trust
California
$532K -$9.14K -158 -2%
FTIOP
607
Fiduciary Trust International of Pennsylvania
Pennsylvania
$521K -$16.8K -291 -3%
ANTB
608
AMG National Trust Bank
Colorado
$520K -$4.45K -77 -0.8%
DIA
609
Denver Investment Advisors
Colorado
$518K +$26.4K +456 +5%
BHWM
610
Bar Harbor Wealth Management
New Hampshire
$510K -$14.8K -256 -3%
WA
611
WFG Advisors
Texas
$507K -$18.9K -327 -4%
FAAS
612
First Allied Advisory Services
California
$507K +$38.3K +667 +8%
NRS
613
Neville Rodie & Shaw
New York
$505K -$42.2K -730 -8%
FFSOTS
614
Fiduciary Financial Services of The Southwest
Texas
$502K -$14.6K -252 -3%
AA
615
Apriem Advisors
California
$497K +$278K +4,800 +127%
TCOT
616
Trust Company of Toledo
Ohio
$496K – – –
FFBTD
617
First Financial Bank - Trust Division
Ohio
$494K -$42.5K -736 -8%
WS
618
Wedbush Securities
California
$485K -$6.36K -110 -1%
BSWMG
619
Barrington Strategic Wealth Management Group
Illinois
$485K +$32.2K +557 +7%
GG
620
Gofen & Glossberg
Illinois
$483K -$9.49K -164 -2%
FT
621
Fiduciary Trust
Massachusetts
$482K +$231 +4 +0%
NCMW
622
Northern Capital Management (Wisconsin)
Wisconsin
$481K -$8.96K -155 -2%
WAM
623
Weatherly Asset Management
California
$477K -$9.71K -168 -2%
KFS
624
KMS Financial Services
Washington
$474K +$49K +848 +12%
DBIA
625
Dumont & Blake Investment Advisors
New Jersey
$471K – – –
23 24
25
26 27