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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 %
1SB
651
1ST Source Bank
Indiana
$614K +$7.71K +100 +1%
SAM
652
Symphony Asset Management
California
$612K -$752K -9,741 -55%
OA
653
Oxbow Advisors
Texas
$605K -$771 -10 -0.1%
ACM
654
Azimuth Capital Management
Michigan
$599K +$129K +1,677 +28%
FM
655
Forward Management
California
$597K -$5.95K -78 -1%
IFB
656
iAB Financial Bank
Indiana
$590K – – –
ONB
657
Old National Bancorp
Indiana
$589K -$28.7K -372 -5%
WCBA
658
Weaver C. Barksdale & Associates
Tennessee
$587K -$2.01K -26 -0.3%
IIM
659
Intact Investment Management
Quebec, Canada
$586K – – –
AL
660
Airain Ltd
Guernsey
$585K +$585K +7,587 New
JC
661
Jacobs & Co
California
$584K -$44.2K -573 -7%
CBB
662
Citizens Business Bank
California
$583K – – –
DWT
663
Dorsey & Whitney Trust
South Dakota
$583K – – –
OWD
664
Osborn Williams & Donohoe
Ohio
$582K +$5.78K +75 +1%
WT
665
Whittier Trust
California
$580K -$129K -1,679 -18%
FIM
666
Fruth Investment Management
Texas
$580K +$9.94K +129 +2%
BFEC
667
Benjamin F. Edwards & Company
Missouri
$576K +$25.1K +326 +5%
LGC
668
Laurel Grove Capital
California
$575K +$108K +1,400 +23%
WTC
669
WhitTier Trust Company
Nevada
$574K -$38.5K -500 -6%
NCMW
670
Northern Capital Management (Wisconsin)
Wisconsin
$572K -$69.4K -900 -11%
GIA
671
GHP Investment Advisors
Colorado
$571K – – –
VRS
672
Virginia Retirement Systems
Virginia
$569K +$130K +1,684 +30%
PAM
673
Palisade Asset Management
Minnesota
$567K -$17.7K -230 -3%
Rafferty Asset Management
674
Rafferty Asset Management
New York
$565K +$565K +7,331 New
GF
675
Goodman Financial
Texas
$559K -$10.8K -140 -2%
25 26
27
28 29