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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
$182M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$847M
3
Boston Partners
Boston Partners
Massachusetts
$540M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$536M
5
WRF
Waddell & Reed Financial
Kansas
$979M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$316M
2
JHIU
Janus Henderson Investors US
Colorado
$285M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.92M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$83.8M
5
Deutsche Bank
Deutsche Bank
Germany
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIL
876
Winifred I. Li
$188K -$64K -830 -25%
JWM
877
Jacobus Wealth Management
Wisconsin
$188K +$25.9K +337 +16%
TF
878
Tompkins Financial
New York
$188K +$31.3K +407 +20%
BOK
879
Bank of Kentucky
Kentucky
$179K – – –
LFR
880
Lehman Financial Resources
Pennsylvania
$179K – – –
FBC
881
Fairfield, Bush & Co
Connecticut
$175K -$89K -1,155 -34%
HR
882
Howe & Rusling
New York
$174K -$37.7K -489 -18%
BC
883
Bartlett & Co
Ohio
$174K -$20.3K -263 -10%
NES
884
New England Securities
New York
$171K -$66.3K -859 -28%
TCA
885
Tortoise Capital Advisors
Kansas
$170K +$170K +2,198 New
DA
886
Denali Advisors
California
$162K -$663K -8,600 -80%
FNBSF
887
First National Bank Sioux Falls
South Dakota
$154K – – –
MCM
888
Munder Capital Management
Michigan
$154K +$154K +1,990 New
OAM
889
Orinda Asset Management
California
$147K +$23.9K +310 +19%
M
890
MOTCO
Texas
$139K +$7.73K +100 +6%
SEC
891
Seven Eight Capital
New York
$139K +$139K +1,800 New
BAM
892
Barrett Asset Management
New York
$132K -$86.7K -1,125 -40%
JIC
893
Joel Isaacson & Co
New York
$130K +$68.3K +889 +111%
VCM
894
Vigilant Capital Management
Maine
$129K -$9.12K -118 -7%
EFSCE
895
Enterprise Financial Services Corp (EFSC)
Missouri
$127K -$1.32K -17 -1%
TCOV
896
Trust Company of Vermont
Vermont
$126K – – –
QT
897
Quantbot Technologies
New York
$125K +$125K +1,625 New
ZTNA
898
Zions Trust National Association
Utah
$122K – – –
FFC
899
First Financial Corp
Indiana
$121K -$202K -2,614 -63%
ACM
900
Antonetti Capital Management
Florida
$119K -$69.8K -907 -37%
34 35
36
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