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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 %
JC
626
Jacobs & Co
California
$471K +$471K +8,148 New
KS
627
Karpas Strategies
Connecticut
$470K – – –
AFIA
628
America First Investment Advisors
Nebraska
$469K +$14.5K +250 +3%
HHC
629
Hutchin Hill Capital
New York
$468K -$508K -8,800 -52%
VanEck Associates
630
VanEck Associates
New York
$467K -$118K -2,034 -20%
ONB
631
Old National Bancorp
Indiana
$463K +$62.9K +1,089 +16%
PPSG
632
Princeton Portfolio Strategies Group
New Jersey
$461K +$23.1K +400 +5%
WTC
633
WhitTier Trust Company
Nevada
$460K +$38.8K +670 +9%
FM
634
Forward Management
California
$458K +$19K +328 +4%
MCM
635
MAI Capital Management
Ohio
$455K +$190K +3,291 +72%
1SB
636
1ST Source Bank
Indiana
$454K -$1.27K -22 -0.3%
OA
637
Oxbow Advisors
Texas
$454K – – –
MNA
638
Manning & Napier Advisors
New York
$450K -$204K -3,540 -31%
PHIMC
639
Private Harbour Investment Management & Counsel
Ohio
$449K -$19.6K -338 -4%
CWP
640
Capital Wealth Planning
Florida
$446K +$446K +7,709 New
CM
641
CoreCommodity Management
Connecticut
$445K +$445K +7,700 New
WCBA
642
Weaver C. Barksdale & Associates
Tennessee
$442K – – –
IFB
643
iAB Financial Bank
Indiana
$442K +$99.7K +1,725 +29%
IIM
644
Intact Investment Management
Quebec, Canada
$440K +$440K +7,600 New
DWT
645
Dorsey & Whitney Trust
South Dakota
$439K +$62.9K +1,085 +17%
PAM
646
Palisade Asset Management
Minnesota
$438K -$122K -2,111 -22%
CBB
647
Citizens Business Bank
California
$437K -$17.3K -300 -4%
SF
648
Synovus Financial
Georgia
$432K +$9.8K +169 +2%
OWD
649
Osborn Williams & Donohoe
Ohio
$432K +$146K +2,528 +51%
GLI
650
Guardian Life Insurance
New York
$431K -$1.91K -33 -0.4%
24 25
26
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