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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 %
BWFA
776
Baltimore-Washington Financial Advisors
Maryland
$334K +$334K +4,330 New
BMO
777
Beck Mack & Oliver
New York
$331K +$331K +4,296 New
OPTFSNA
778
Old Point Trust & Financial Services N A
Virginia
$327K -$28.9K -375 -8%
ICAS
779
Investors Capital Advisory Services
Massachusetts
$325K +$26K +338 +9%
STMM
780
South Texas Money Management
Texas
$324K -$5.71K -74 -2%
CIC
781
Crawford Investment Counsel
Georgia
$324K +$324K +4,200 New
WEC
782
Winslow Evans & Crocker
Massachusetts
$324K +$324K +4,200 New
FWP
783
FAS Wealth Partners
Kansas
$323K +$323K +4,186 New
WA
784
WealthTrust Axiom
Pennsylvania
$318K -$15.2K -198 -5%
SFT
785
Simmons First Trust
Arkansas
$317K – – –
PJSIMP
786
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$15.4K -200 -5%
PL
787
Plancorp LLC
Missouri
$314K +$314K +4,073 New
SSG
788
Summit Securities Group
New York
$312K +$235K +3,050 +305%
RBC
789
Ronald Blue & Co
Georgia
$306K +$15.2K +197 +5%
NB
790
NBT Bank
New York
$302K – – –
SRC
791
Shufro Rose & Co
New York
$302K – – –
NCM
792
Novare Capital Management
North Carolina
$300K – – –
RH
793
Rayner & Haynor
California
$300K +$300K +3,887 New
MWNA
794
Marshall Wace North America
New York
$299K +$299K +3,874 New
NL
795
NWAM LLC
Washington
$296K -$169K -2,187 -36%
IIM
796
Ipswich Investment Management
Massachusetts
$294K – – –
RMSCM
797
R.M. Sincerbeaux Capital Management
New York
$293K +$293K +3,800 New
RNS
798
Robert N. Shapiro
$292K -$9.63K -125 -3%
PMG
799
ProVise Management Group
Florida
$288K +$4.77K +62 +2%
ST
800
Smithfield Trust
Pennsylvania
$284K +$2.08K +27 +0.7%
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