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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 %
HCC
676
Hirtle Callaghan & Co
Pennsylvania
$366K +$366K +6,335 New
FNBT
677
FineMark National Bank & Trust
Florida
$365K +$4.22K +73 +1%
CCM
678
Compton Capital Management
Rhode Island
$363K +$43.4K +750 +14%
GCT
679
Galaxy Capital Trading
British Virgin Islands
$358K +$358K +6,200 New
ACM
680
Azimuth Capital Management
Michigan
$352K +$64.8K +1,122 +23%
RT
681
Reliance Trust
Georgia
$350K -$235K -4,059 -40%
LGC
682
Laurel Grove Capital
California
$350K +$350K +6,050 New
HCM
683
Hengehold Capital Management
Ohio
$349K -$25.4K -439 -7%
NL
684
NWAM LLC
Washington
$348K +$6.41K +111 +2%
IH
685
IFC Holdings
Florida
$348K +$145K +2,452 +71%
MMG
686
Monetary Management Group
Missouri
$344K – – –
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
$342K – – –
PRC
688
Platte River Capital
Colorado
$341K -$28.9K -500 -8%
MWR
689
McAdams Wright Ragen
Washington
$339K +$49.8K +862 +17%
WIS
690
Wright Investors Service
Connecticut
$336K -$89.4K -1,546 -21%
SCM
691
Shelton Capital Management
Colorado
$336K -$14.5K -250 -4%
CCM
692
Covington Capital Management
California
$333K -$31.8K -550 -9%
BA
693
Birinyi Associates
Connecticut
$332K -$49.1K -850 -13%
LBC
694
Lowe Brockenbrough & Co
Virginia
$330K +$17.3K +300 +6%
VRS
695
Virginia Retirement Systems
Virginia
$329K -$1.99M -34,414 -86%
RBA
696
Richard Bernstein Advisors
New York
$329K – – –
CWA
697
Constellation Wealth Advisors
New York
$328K +$53.8K +930 +20%
MIU
698
Man Investments (UK)
United Kingdom
$327K +$327K +5,658 New
WP
699
Westend Partners
California
$324K +$324K +4,958 New
NSIM
700
North Star Investment Management
Illinois
$323K -$179K -3,100 -36%
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