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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 %
LI
826
LMCG Investments
Massachusetts
$248K -$38.5K -500 -13%
FCBT
827
First Citizens Bank & Trust
North Carolina
$247K -$15.2M -197,160 -98%
KFS
828
Kurt F. Somerville
$243K +$243K +3,139 New
CBN
829
Cadence Bank NA
Texas
$243K +$243K +3,148 New
CS
830
Comerica Securities
Michigan
$242K +$242K +3,138 New
NME
831
Notis-McConarty Edward
$242K +$242K +3,138 New
KCM
832
Kanawha Capital Management
Virginia
$242K +$242K +3,139 New
SWM
833
SVA Wealth Management
Wisconsin
$240K +$240K +3,115 New
HCM
834
Hodges Capital Management
Texas
$238K +$238K +3,084 New
IAM
835
Iridian Asset Management
Connecticut
$235K +$235K +3,050 New
WA
836
Winfield Associates
Ohio
$235K +$235K +3,050 New
KIA
837
KCM Investment Advisors
California
$234K -$41.9K -544 -15%
CBT
838
Central Bank & Trust
Kentucky
$232K -$2.97M -38,502 -93%
BDF
839
Balasa Dinverno & Foltz
$231K +$231K +2,991 New
FCCM
840
First City Capital Management
Georgia
$231K +$231K +2,989 New
NSAM
841
North Star Asset Management
Wisconsin
$230K +$230K +2,975 New
MSU
842
Maple Securities USA
New Jersey
$229K +$229K +2,969 New
TWA
843
TCI Wealth Advisors
Arizona
$228K – – –
KIG
844
Kovitz Investment Group
Illinois
$228K +$228K +2,950 New
WPW
845
Waldron Private Wealth
Pennsylvania
$227K +$227K +2,947 New
JG
846
Jefferies Group
New York
$225K -$46.9K -607 -17%
GP
847
Girard Partners
Pennsylvania
$225K +$225K +2,923 New
JRP
848
Jasper Ridge Partners
California
$224K +$224K +2,910 New
EIA
849
Edgemoor Investment Advisors
Maryland
$219K +$219K +2,841 New
MTC
850
McDaniel Terry & Co
Texas
$219K +$219K +2,843 New
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