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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.

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
1
Wellington Management Group
Massachusetts
$798M
2
SF
2
Sarofim Fayez
Texas
$133M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$293M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$132M
5
JHIU
5
Janus Henderson Investors US
Colorado
$317M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$69.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$364M
3
Morgan Stanley
3
Morgan Stanley
New York
$163M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$749M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$91.8M 1,586,832 -125,927 -7%
CLM
52
ClearBridge LLC (Maryland)
Maryland
$86.3M 1,492,773 +292,949 +24%
MAA
53
Managed Account Advisors
New Jersey
$81.3M 1,405,638 +122,235 +10%
PPA
54
Parametric Portfolio Associates
Washington
$79M 1,366,227 +66,206 +5%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$77.7M 1,343,448 -53,003 -4%
RFC
56
Russell Frank Company
Washington
$76.3M 1,319,879 -201,355 -13%
SBAM
57
Santa Barbara Asset Management
California
$75.3M 1,302,534 +77,888 +6%
CS
58
Credit Suisse
Switzerland
$75M 1,297,632 -127,053 -9%
TA
59
Teachers Advisors
New York
$72.6M 1,256,425 +121,306 +11%
CA
60
Cortland Advisers
Delaware
$71.7M 1,239,724 +789,724 +175%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$70.5M 1,218,623 +4,362 +0.4%
Capital World Investors
62
Capital World Investors
California
$69.4M 1,200,000 -7,050,000 -85%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$66.2M 1,145,016 +226,654 +25%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$64.4M 1,113,473 +34,414 +3%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$62.4M 1,079,484 -4,951 -0.5%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$62.1M 1,073,630 -21,587 -2%
SONJCPFA
67
State of New Jersey Common Pension Fund A
New Jersey
$60.7M 1,050,000 +40,000 +4%
SPC
68
Slate Path Capital
New York
$59.3M 1,025,000 – –
APG Asset Management
69
APG Asset Management
Netherlands
$59M 1,020,128 -129,600 -11%
Two Sigma Investments
70
Two Sigma Investments
New York
$56.8M 982,446 -340,244 -26%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$56.4M 973,497 +256,919 +36%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$55M 951,836 -226,890 -19%
AQR Capital Management
73
AQR Capital Management
Connecticut
$54M 933,470 +178,818 +24%
WT
74
Wilmington Trust
Delaware
$52.2M 902,814 -50,929 -5%
AII
75
AGF Investments Inc
Ontario, Canada
$51.4M 890,702 -23,400 -3%
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