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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 %
SFS
826
Signator Financial Services
Massachusetts
$83K -$3.58K -62 -4%
IFLIT
827
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$80K – – –
KTC
828
Kistler-Tiffany Companies
Pennsylvania
$74K – – –
MAM
829
Mizuho Asset Management
Japan
$69K – – –
WC
830
Whitnell & Co
Illinois
$68K -$21.5K -373 -24%
FMP
831
Financial Management Professionals
Texas
$66K – – –
FAM
832
Formidable Asset Management
Ohio
$63K +$63K +1,071 New
ITIM
833
Indiana Trust & Investment Management
Indiana
$63K +$63K +1,090 New
CAW
834
Cornerstone Advisors (Washington)
Washington
$62K +$59.1K +1,020 +2,040%
FHA
835
First Horizon Advisors
Tennessee
$61K +$57.1K +986 +1,450%
RFS
836
Rockefeller Financial Services
New York
$59K – – –
SSG
837
Summit Securities Group
New York
$58K -$58K -1,000 -50%
BIM
838
Bridgecreek Investment Management
Oklahoma
$58K – – –
FANJ
839
Financial Architects (New Jersey)
New Jersey
$57K +$18.4K +311 +48%
MA
840
MCF Advisors
Kentucky
$56K +$3.91K +51 +8%
CIM
841
CenturyLink Investment Management
Colorado
$56K +$56K +963 New
NYLT
842
New York Life Trust
New York
$55K +$2.02K +35 +4%
OIA
843
Optimum Investment Advisors
Illinois
$55K +$55K +946 New
LNB
844
Ledyard National Bank
$53K +$4.98K +87 +10%
BCAM
845
Boston Common Asset Management
Massachusetts
$51K – – –
IMS
846
Index Management Solutions
Pennsylvania
$50K +$50K +868 New
RIA
847
Regal Investment Advisors
Michigan
$49K -$3.93K -68 -7%
JIC
848
Joel Isaacson & Co
New York
$46K – – –
S
849
SignatureFD
Georgia
$44K +$10.1K +175 +30%
RFA
850
Reilly Financial Advisors
California
$43K +$3.46K +58 +9%
32 33
34
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