PSX icon

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
$798M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$293M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$132M
4
JHIU
Janus Henderson Investors US
Colorado
$317M
5
Ameriprise
Ameriprise
Minnesota
$299M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$69.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$364M
3
Morgan Stanley
Morgan Stanley
New York
$163M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$749M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
751
First Financial Corp
Indiana
$242K -$1.51K -26 -0.6%
FMLI
752
Fukoku Mutual Life Insurance
Japan
$240K -$867K -15,000 -78%
VCM
753
Violich Capital Management
California
$240K – – –
FDS
754
First Dallas Securities
Texas
$239K -$27.3K -472 -10%
EGA
755
Eagle Global Advisors
Texas
$239K – – –
FMBTD
756
First Midwest Bank Trust Division
Illinois
$239K +$1.44K +25 +0.6%
SFT
757
Simmons First Trust
Arkansas
$238K – – –
IRS
758
Invictus RG (Singapore)
Singapore
$237K -$306K -5,283 -56%
FMT
759
First Mercantile Trust
Tennessee
$237K – – –
IC
760
InterOcean Capital
Illinois
$236K -$8.66K -150 -4%
LCM
761
LVM Capital Management
Michigan
$233K – – –
BJL
762
Brighton Jones LLC
Washington
$233K +$233K +4,028 New
SC
763
StellarOne Corp
Virginia
$232K -$42.4K -734 -15%
DVM
764
Dreman Value Management
Florida
$230K +$230K +3,981 New
SRC
765
Shufro Rose & Co
New York
$226K -$6.23K -108 -3%
NB
766
NBT Bank
New York
$226K – – –
RNS
767
Robert N. Shapiro
$226K +$78.1K +1,354 +53%
NCM
768
Novare Capital Management
North Carolina
$225K +$8.92K +154 +4%
GGPS
769
Gary Goldberg Planning Services
New York
$224K -$22.9K -397 -9%
ICAS
770
Investors Capital Advisory Services
Massachusetts
$224K -$2.54K -44 -1%
CC
771
Courier Capital
New York
$224K +$224K +3,870 New
BBA
772
BLB&B Advisors
Pennsylvania
$222K +$23.5K +407 +12%
SC
773
Scotia Capital
Ontario, Canada
$221K -$2.17M -37,651 -91%
IIM
774
Ipswich Investment Management
Massachusetts
$221K – – –
VF
775
Virtu Financial
New York
$220K +$220K +3,813 New
29 30
31
32 33