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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
$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 %
Verition Fund Management
776
Verition Fund Management
Connecticut
$219K -$353K -6,107 -62%
CC
777
Curian Capital
Colorado
$219K +$2.66K +46 +1%
RBC
778
Ronald Blue & Co
Georgia
$219K +$163K +2,812 +292%
BFS
779
Bradley Foster & Sargent
Connecticut
$217K – – –
LI
780
LMCG Investments
Massachusetts
$216K – – –
PMG
781
ProVise Management Group
Florida
$213K +$213K +3,678 New
BCM
782
BTR Capital Management
California
$212K -$23.2K -400 -10%
TT
783
Tower Trust
Indiana
$212K – – –
ST
784
Smithfield Trust
Pennsylvania
$211K -$5.77K -100 -3%
CC
785
Cadinha & Co
Hawaii
$208K +$208K +3,598 New
KIA
786
KCM Investment Advisors
California
$207K +$9.48K +164 +5%
BUB
787
BBVA USA Bancshares
Texas
$205K -$14.5K -250 -7%
BIM
788
Baldwin Investment Management
Pennsylvania
$205K – – –
BOTW
789
Bank of the West
California
$205K +$205K +3,550 New
JG
790
Jefferies Group
New York
$203K -$1.27M -22,043 -86%
WTB
791
Washington Trust Bank
Washington
$203K +$203K +3,519 New
SCA
792
STALEY CAPITAL ADVISERS
Pennsylvania
$202K – – –
MIP
793
Marietta Investment Partners
Wisconsin
$201K – – –
HPBT
794
High Point Bank & Trust
North Carolina
$200K – – –
FBC
795
Fairfield, Bush & Co
Connecticut
$198K -$143K -2,474 -42%
WIL
796
Winifred I. Li
$189K -$1.45K -25 -0.8%
NES
797
New England Securities
New York
$178K +$33.2K +574 +23%
TWA
798
TCI Wealth Advisors
Arizona
$171K -$7.19K -124 -4%
SAMC
799
Shinko Asset Management Company
Japan
$165K -$11.6K -200 -7%
BAM
800
Barrett Asset Management
New York
$164K – – –
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