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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 %
ECM
876
Endex Capital Management
Kansas
$20K 352 – –
Victory Capital Management
877
Victory Capital Management
Texas
$18K 312 +312 New
CAM
878
ClariVest Asset Management
California
$17K 300 -18 -6%
HRIA
879
Haberer Registered Investment Advisor
Ohio
$17K 300 – –
JIR
880
James Investment Research
Ohio
$16K 272 – –
FBT
881
Founders Bank & Trust
Michigan
$16K 276 – –
LFG
882
LifePlan Financial Group
Ohio
$16K 275 – –
MWP
883
MYCIO Wealth Partners
Pennsylvania
$16K 283 +2 +0.7%
SHWM
884
Smith & Howard Wealth Management
Georgia
$15K 266 – –
PFP
885
Pinnacle Financial Partners
Tennessee
$15K 268 – –
WCMN
886
Westchester Capital Management (Nebraska)
Nebraska
$15K 260 – –
TCM
887
TD Capital Management
Tennessee
$12K 204 -50 -20%
PAS
888
Partnervest Advisory Services
California
$11K 184 -72 -28%
FAM
889
Fred Alger Management
New York
$11K 197 -55 -22%
WA
890
Waverly Advisors
Alabama
$10K 166 +166 New
FA
891
Financial Advantage
Maryland
$9K 155 – –
GI
892
Gradient Investments
Minnesota
$7K 122 -198 -62%
TFA
893
Transamerica Financial Advisors
Florida
$7K 116 – –
FWM
894
Focused Wealth Management
New York
$7K 127 +127 New
AC
895
Alexandria Capital
Virginia
$6K 102 – –
WF
896
WealthTrust Fairport
Ohio
$6K 102 +72 +240%
NCM
897
Nelson Capital Management
California
$5K 92 – –
WAM
898
Wolverine Asset Management
Illinois
$5K 100 +100 New
MMH
899
Menora Mivtachim Holdings
Israel
$4K 77 – –
MAS
900
Madden Advisory Services
Florida
$4K 69 – –
34 35
36
37 38