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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 %
HCM
726
Howland Capital Management
Massachusetts
$410K +$1.16K +15 +0.3%
Harris Associates
727
Harris Associates
Illinois
$409K – – –
PAM
728
Private Asset Management
California
$409K +$1.93K +25 +0.5%
MA
729
Montag & Associates
Georgia
$407K -$11.6K -150 -3%
NPF
730
Norris Perne & French
Michigan
$405K – – –
TC
731
TFS Capital
Pennsylvania
$402K +$402K +5,208 New
WI
732
Wedgewood Investors
Pennsylvania
$398K – – –
TT
733
Tiedemann Trust
Delaware
$393K -$31.5K -409 -7%
KB
734
Kimelman & Baird
New York
$393K -$4.63K -60 -1%
HIM
735
Hermes Investment Management
United Kingdom
$393K – – –
WOC
736
West Oak Capital
California
$392K -$5.79K -75 -1%
UFG
737
United Fire Group
Iowa
$388K – – –
RB
738
Rodgers Brothers
Pennsylvania
$386K -$38.6K -500 -9%
CAM
739
Columbia Asset Management
Michigan
$383K +$383K +4,962 New
LW
740
Linscomb Wealth
Texas
$382K +$2K +26 +0.5%
FIG
741
Fusion Investment Group
Pennsylvania
$381K +$381K +4,936 New
ZCM
742
Zebra Capital Management
Connecticut
$378K -$123K -1,593 -25%
GIS
743
Guardian Investor Services
New York
$378K -$4.94K -64 -1%
SC
744
Scotia Capital
Ontario, Canada
$376K +$80.4K +1,042 +27%
CTA
745
Colonial Trust Advisors
South Carolina
$372K +$3.86K +50 +1%
MIH
746
Madison Investment Holdings
Wisconsin
$370K -$1.54K -20 -0.4%
WIS
747
Wright Investors Service
Connecticut
$366K -$81.8K -1,062 -18%
SC
748
Savant Capital
Illinois
$366K -$6.55K -85 -2%
ARMC
749
American Research & Management Company
Massachusetts
$366K -$5.79K -75 -2%
BFC
750
Blue Fin Capital
Rhode Island
$366K +$366K +4,742 New
28 29
30
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