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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 %
BHA
726
Beech Hill Advisors
New York
$288K – – –
GIS
727
Guardian Investor Services
New York
$287K -$5.09K -88 -2%
BWP
728
Baldwin Wealth Partners
Massachusetts
$286K -$33.6K -582 -11%
LW
729
Linscomb Wealth
Texas
$285K -$2.14K -37 -0.7%
FC
730
Fiera Capital
New York
$281K -$11.6K -200 -4%
SC
731
Savant Capital
Illinois
$280K +$29.5K +510 +12%
ARMC
732
American Research & Management Company
Massachusetts
$279K – – –
MIH
733
Madison Investment Holdings
Wisconsin
$278K – – –
CTA
734
Colonial Trust Advisors
South Carolina
$276K +$26K +450 +10%
RGC
735
Roberts, Glore & Co
Illinois
$275K -$157K -2,716 -36%
EM
736
Excalibur Management
Massachusetts
$272K -$2.89K -50 -1%
EWA
737
EP Wealth Advisors
California
$270K -$48.6K -840 -15%
CCG
738
Cypress Capital Group
Florida
$270K -$2.61K -45 -1%
OPTFSNA
739
Old Point Trust & Financial Services N A
Virginia
$267K -$177K -3,061 -40%
HSA
740
HBK Sorce Advisory
Pennsylvania
$266K -$266K -4,598 -50%
HH
741
Hilltop Holdings
Texas
$266K +$36.6K +634 +16%
AB
742
Atlas Brown
Kentucky
$263K -$46.2K -800 -15%
LPC
743
Loeb Partners Corp
New York
$258K – – –
MAA
744
Mraz Amerine & Associates
California
$258K – – –
AA
745
ALPS Advisors
Colorado
$257K +$257K +4,450 New
PTC
746
Private Trust Company
Ohio
$256K +$12.7K +220 +5%
WA
747
WealthTrust Axiom
Pennsylvania
$250K -$21.8K -377 -8%
NPIT
748
National Penn Investors Trust
Pennsylvania
$250K +$250K +4,320 New
PJSIMP
749
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K – – –
STMM
750
South Texas Money Management
Texas
$247K -$6.99K -121 -3%
28 29
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