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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 %
NPC
601
National Planning Corporation
California
$779K +$44.1K +566 +6%
BB
602
Bell Bank
North Dakota
$776K -$855K -11,097 -52%
OL
603
Orbitronix LP
California
$771K +$771K +10,000 New
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$762K -$10.9K -141 -1%
AAM
605
AR Asset Management
California
$760K – – –
WSCM
606
Wellington Shields Capital Management
New York
$758K +$19.3K +250 +3%
BA
607
Bennicas & Associates
California
$749K -$65.6K -850 -8%
CCFCSB
608
Cape Cod Five Cents Savings Bank
Massachusetts
$747K – – –
VC
609
Vestor Capital
Illinois
$733K -$45.3K -587 -6%
Axa
610
Axa
France
$728K -$85.4K -1,107 -10%
PHIMC
611
Private Harbour Investment Management & Counsel
Ohio
$728K +$129K +1,675 +22%
LIC
612
Lodestar Investment Counsel
Illinois
$723K – – –
FA
613
FDx Advisors
Illinois
$721K -$58.8K -763 -8%
MMCM
614
Marque Millennium Capital Management
New York
$718K – – –
CA
615
CapWealth Advisors
Tennessee
$717K -$383K -4,962 -35%
BBHC
616
Brown Brothers Harriman & Co
New York
$714K +$4.32K +56 +0.6%
TAM
617
Tocqueville Asset Management
New York
$705K -$17K -220 -2%
MYAM
618
Meiji Yasuda Asset Management
Japan
$704K -$103K -1,330 -13%
BSWMG
619
Barrington Strategic Wealth Management Group
Illinois
$703K +$55.9K +725 +9%
KFS
620
KMS Financial Services
Washington
$700K +$67.3K +873 +11%
FTIOP
621
Fiduciary Trust International of Pennsylvania
Pennsylvania
$699K +$3.86K +50 +0.6%
FMT
622
First Mercantile Trust
Tennessee
$698K +$382K +4,950 +121%
ANTB
623
AMG National Trust Bank
Colorado
$694K – – –
Fiera Capital (Canada)
624
Fiera Capital (Canada)
Quebec, Canada
$693K -$1.37M -17,818 -66%
FT
625
Fiduciary Trust
Massachusetts
$684K +$39.8K +515 +6%
23 24
25
26 27