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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 %
PVWM
701
Point View Wealth Management
New Jersey
$479K +$479K +6,173 New
BAM
702
Berkshire Asset Management
Pennsylvania
$478K +$49.7K +644 +12%
PSI
703
Pinnacle Summer Investments
Virginia
$472K -$2.43M -31,547 -84%
SCM
704
Southport Capital Management
Tennessee
$469K -$310K -4,025 -40%
PIA
705
Peachtree Investment Advisors
Georgia
$464K +$464K +6,020 New
WSTAM
706
Wilbanks Smith & Thomas Asset Management
Virginia
$463K +$6.79K +88 +1%
ECM
707
Estabrook Capital Management
New York
$463K -$74.5K -966 -14%
MMG
708
Monetary Management Group
Missouri
$459K – – –
SKK
709
Shepherd Kaplan Krochuk
Massachusetts
$456K -$104K -1,345 -19%
CCM
710
Covington Capital Management
California
$455K +$11.5K +149 +3%
PAM
711
Princeton Alpha Management
New Jersey
$448K +$448K +5,804 New
LBC
712
Lowe Brockenbrough & Co
Virginia
$441K – – –
MCM
713
Maryland Capital Management
Maryland
$437K +$41.8K +542 +11%
MWR
714
McAdams Wright Ragen
Washington
$433K -$19.2K -249 -4%
CIA
715
Capital Investment Advisors
Georgia
$433K +$433K +5,617 New
CWA
716
Constellation Wealth Advisors
New York
$427K -$11K -142 -3%
PM
717
Parametrica Management
Hong Kong
$425K +$425K +5,511 New
MM
718
Midas Management
New York
$424K – – –
CWM
719
Concert Wealth Management
California
$424K +$3.19K +41 +0.8%
PAMG
720
Patton Albertson Miller Group
Tennessee
$423K -$73.7K -955 -15%
Northwestern Mutual Wealth Management
721
Northwestern Mutual Wealth Management
Wisconsin
$423K +$233K +3,026 +123%
CCM
722
Compton Capital Management
Rhode Island
$422K -$61.7K -800 -13%
JT
723
Jump Trading
Illinois
$420K +$232K +3,007 +123%
CIM
724
Corbyn Investment Management
Maryland
$414K -$1.39K -18 -0.3%
RT
725
Reliance Trust
Georgia
$413K -$53.7K -696 -12%
27 28
29
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