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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 %
GIA
651
GHP Investment Advisors
Colorado
$428K +$58 +1 +0%
FIM
652
Fruth Investment Management
Texas
$427K -$11.9K -206 -3%
GF
653
Goodman Financial
Texas
$427K – – –
SKK
654
Shepherd Kaplan Krochuk
Massachusetts
$420K – – –
WMSA
655
Weiss Multi-Strategy Advisers
New York
$419K +$153K +2,640 +57%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$418K +$2.89K +50 +0.7%
BFEC
657
Benjamin F. Edwards & Company
Missouri
$413K -$3.35K -58 -0.8%
CFA
658
Carroll Financial Associates
North Carolina
$411K -$2.89K -50 -0.7%
CNAM
659
Campbell Newman Asset Management
Wisconsin
$409K -$174 -3 -0%
CICI
660
Capital Investment Counsel Inc
North Carolina
$405K -$5.79K -100 -1%
ECM
661
Estabrook Capital Management
New York
$403K – – –
FNB
662
First Niagara Bank
New York
$401K +$65.3K +1,130 +19%
PWP
663
Private Wealth Partners
California
$399K – – –
BC
664
BMI Capital
New York
$398K -$28.9K -500 -7%
EA
665
Emerald Advisers
Pennsylvania
$397K +$30.6K +529 +8%
RSVP
666
Ramsay Stattman Vela & Price
Colorado
$388K -$1.45K -25 -0.4%
EIM
667
Emerson Investment Management
Massachusetts
$387K +$2.78K +48 +0.7%
FSA
668
Franklin Street Advisors
North Carolina
$380K +$14.5K +250 +4%
RG
669
Rathbones Group
United Kingdom
$379K – – –
GF
670
Gerstein Fisher
New York
$378K -$14.5K -250 -4%
ZCM
671
Zebra Capital Management
Connecticut
$376K +$376K +6,500 New
PAMG
672
Patton Albertson Miller Group
Tennessee
$372K -$10.8K -187 -3%
BCB
673
Brian C. Broderick
$372K -$868 -15 -0.2%
CCMD
674
Cypress Capital Management (Delaware)
Delaware
$370K +$2.89K +50 +0.8%
MRCM
675
M&R Capital Management
New Jersey
$368K +$16.6K +288 +5%
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