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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 %
BCM
801
BTR Capital Management
California
$282K – – –
BFS
802
Bradley Foster & Sargent
Connecticut
$281K -$7.7K -100 -3%
TT
803
Tower Trust
Indiana
$280K -$1.93K -25 -0.7%
RCAG
804
Rehmann Capital Advisory Group
Michigan
$280K +$280K +3,632 New
FDS
805
First Dallas Securities
Texas
$279K -$38.6K -502 -12%
CTA
806
Chesley Taft & Associates
Illinois
$279K +$279K +3,612 New
CC
807
Cadinha & Co
Hawaii
$278K – – –
BGAM
808
Boussard & Gavaudan Asset Management
United Kingdom
$277K +$277K +3,587 New
BIM
809
Baldwin Investment Management
Pennsylvania
$274K – – –
BA
810
Bridgewater Associates
Connecticut
$274K +$274K +3,550 New
SCA
811
STALEY CAPITAL ADVISERS
Pennsylvania
$270K – – –
HPBT
812
High Point Bank & Trust
North Carolina
$267K – – –
GLI
813
Guardian Life Insurance
New York
$266K -$309K -4,006 -54%
FMLI
814
Fukoku Mutual Life Insurance
Japan
$266K -$54K -700 -17%
MIP
815
Marietta Investment Partners
Wisconsin
$263K -$5.24K -68 -2%
CA
816
Cetera Advisors
Colorado
$261K +$261K +3,368 New
UCFA
817
United Capital Financial Advisors
Texas
$260K -$500K -6,488 -66%
HSA
818
HBK Sorce Advisory
Pennsylvania
$260K -$95.2K -1,233 -27%
V
819
ValueWorks
New York
$259K +$259K +3,370 New
TFF
820
Timothy F. Fidgeon
$257K +$257K +3,345 New
IH
821
IFC Holdings
Florida
$256K -$190K -2,515 -43%
GGPS
822
Gary Goldberg Planning Services
New York
$256K -$42.6K -553 -14%
FMWA
823
Forvis Mazars Wealth Advisors
Missouri
$256K +$256K +3,316 New
FB
824
Fulton Bank
Pennsylvania
$252K +$252K +3,270 New
MBTD
825
Mechanics Bank - Trust Department
California
$250K +$250K +3,242 New
31 32
33
34 35