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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 %
HR
801
Howe & Rusling
New York
$161K -$6.99K -119 -4%
EWM
802
Edge Wealth Management
New York
$158K +$51.9K +895 +49%
AFC
803
AFT Forsyth & Company
Florida
$151K +$4.33K +75 +3%
BC
804
Bartlett & Co
Ohio
$145K -$34.7K -601 -19%
FCT
805
Family Capital Trust
Massachusetts
$145K – – –
Northwestern Mutual Wealth Management
806
Northwestern Mutual Wealth Management
Wisconsin
$143K +$26.8K +461 +23%
ACM
807
Antonetti Capital Management
Florida
$142K +$21.7K +375 +18%
JT
808
Jump Trading
Illinois
$141K +$141K +2,440 New
BOK
809
Bank of Kentucky
Kentucky
$134K – – –
LFR
810
Lehman Financial Resources
Pennsylvania
$134K – – –
CAL
811
Capital Analysts LLC
Pennsylvania
$132K – – –
Envestnet Asset Management
812
Envestnet Asset Management
Illinois
$123K -$86.6K -1,501 -41%
JWM
813
Jacobus Wealth Management
Wisconsin
$122K +$122K +2,105 New
TF
814
Tompkins Financial
New York
$118K – – –
FNBSF
815
First National Bank Sioux Falls
South Dakota
$115K – – –
TF
816
Trutina Financial
Washington
$111K +$111K +1,922 New
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K -$191K -3,306 -64%
VCM
818
Vigilant Capital Management
Maine
$103K – – –
DBT
819
Dubuque Bank & Trust
Iowa
$102K – – –
M
820
MOTCO
Texas
$98K – – –
EFSCE
821
Enterprise Financial Services Corp (EFSC)
Missouri
$95K -$917 -16 -1%
TCOV
822
Trust Company of Vermont
Vermont
$94K – – –
OAM
823
Orinda Asset Management
California
$93K +$93K +1,600 New
ZTNA
824
Zions Trust National Association
Utah
$91K – – –
CFSG
825
Community Financial Services Group
Vermont
$89K – – –
31 32
33
34 35