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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 %
PPSG
676
Princeton Portfolio Strategies Group
New Jersey
$558K -$56.7K -735 -9%
Financial Engines Advisors
677
Financial Engines Advisors
California
$558K +$509K +6,600 +1,038%
SF
678
Synovus Financial
Georgia
$550K -$27.4K -354 -5%
CCA
679
Covey Capital Advisors
Georgia
$548K +$548K +7,100 New
BUB
680
BBVA USA Bancshares
Texas
$547K +$274K +3,557 +101%
NPIT
681
National Penn Investors Trust
Pennsylvania
$536K +$203K +2,630 +61%
BRWA
682
B. Riley Wealth Advisors
Florida
$533K -$347K -4,500 -39%
CICI
683
Capital Investment Counsel Inc
North Carolina
$532K -$7.32K -95 -1%
PWP
684
Private Wealth Partners
California
$532K – – –
Luther King Capital Management (LKCM)
685
Luther King Capital Management (LKCM)
Texas
$531K -$714K -9,252 -57%
MCM
686
MAI Capital Management
Ohio
$525K -$82.3K -1,066 -14%
SMC
687
Smith, Moore & Co
Missouri
$520K +$520K +6,744 New
EIM
688
Emerson Investment Management
Massachusetts
$518K +$1.93K +25 +0.4%
PRC
689
Platte River Capital
Colorado
$516K +$61.7K +800 +14%
FSA
690
Franklin Street Advisors
North Carolina
$507K – – –
FNB
691
First Niagara Bank
New York
$501K -$34.3K -444 -6%
CC
692
Cipher Capital
New York
$500K +$500K +6,485 New
CFA
693
Carroll Financial Associates
North Carolina
$496K -$52.2K -677 -10%
BCB
694
Brian C. Broderick
$495K -$1.62K -21 -0.3%
HHGA
695
Halbert Hargrove Global Advisors
California
$495K +$495K +6,415 New
CCMD
696
Cypress Capital Management (Delaware)
Delaware
$494K – – –
Verition Fund Management
697
Verition Fund Management
Connecticut
$492K +$200K +2,589 +68%
CS
698
Cannell & Spears
New York
$490K -$352K -4,560 -42%
HCC
699
Hirtle Callaghan & Co
Pennsylvania
$489K – – –
FNBT
700
FineMark National Bank & Trust
Florida
$488K +$772 +10 +0.2%
26 27
28
29 30