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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.

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
1
Wellington Management Group
Massachusetts
$798M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$293M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$132M
4
JHIU
4
Janus Henderson Investors US
Colorado
$317M
5
Ameriprise
5
Ameriprise
Minnesota
$299M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$69.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$364M
3
Morgan Stanley
3
Morgan Stanley
New York
$163M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$749M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
851
Windsor Capital Management
Arizona
$41K 713 -41 -5%
IWC
852
Integrated Wealth Counsel
California
$40.5K 700 – –
CCM
853
Chilton Capital Management
Texas
$39.8K 689 – –
Manulife (Manufacturers Life Insurance)
854
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.3K 662,819 +5,683 +0.9%
Carson Wealth (CWM LLC)
855
Carson Wealth (CWM LLC)
Nebraska
$38K 650 +650 New
HCM
856
Highlander Capital Management
New Jersey
$37.9K 656 – –
Financial Engines Advisors
857
Financial Engines Advisors
California
$37K 636 -471 -43%
PMFA
858
Plante Moran Financial Advisors
Michigan
$37K 642 -209 -25%
DAM
859
Delta Asset Management
Tennessee
$35K 606 -1 -0.2%
DSC
860
Duncker Streett & Co
Missouri
$34K 585 -150 -20%
HI
861
Hudock Inc
Pennsylvania
$34K 582 +1 +0.2%
WA
862
WealthTrust-Arizona
Arizona
$32K 550 – –
MUMSS
863
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K 550 +550 New
TC
864
TradeLink Capital
Illinois
$29K 500 -3,100 -86%
SFPIA
865
Stevens First Principles Investment Advisors
California
$29K 500 – –
JFA
866
JNBA Financial Advisors
Minnesota
$29K 509 +100 +24%
Loomis, Sayles & Company
867
Loomis, Sayles & Company
Massachusetts
$29K 500 +500 New
EWM
868
Elite Wealth Management
Washington
$29K 500 +500 New
MBT
869
Monroe Bank & Trust
Michigan
$28K 498 – –
AWMS
870
Advocacy Wealth Management Services
Georgia
$27K 470 – –
ACM
871
Aviance Capital Management
Florida
$26K 458 -454 -50%
MFBTD
872
MB Financial Bank - Trust Department
Illinois
$26K 450 -178 -28%
IA
873
IndexIQ Advisors
New York
$25K 432 -3,465 -89%
YL
874
YCG LLC
Texas
$21K 375 – –
OSNBOA
875
Old Second National Bank of Aurora
Illinois
$21K 350 – –
33 34
35
36 37