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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 %
MIM
901
Macroview Investment Management
Maryland
$4K 65 +48 +282%
JEW
902
Jamison Eaton & Wood
New Jersey
$4K 63 +63 New
UB
903
UMB Bank
Missouri
$2.23K 38,496 -1,683 -4%
HCM
904
Horrell Capital Management
Arkansas
$2K 34 – –
ECM
905
Exchange Capital Management
Michigan
$2K 40 +40 New
TIM
906
Tortoise Investment Management
New York
$1K 11 – –
EFS
907
Essex Financial Services
Connecticut
$628 10,853 -1,722 -14%
FPCG
908
Fort Pitt Capital Group
Pennsylvania
$232 4 – –
DCM
909
Decade Capital Management
New York
– – -442,800 Closed
Jacobs Levy Equity Management
910
Jacobs Levy Equity Management
New Jersey
– – -271,700 Closed
SCP
911
Soroban Capital Partners
New York
– – -250,000 Closed
TVM
912
Tiger Veda Management
New York
– – -222,000 Closed
AC
913
Amiya Capital
United Kingdom
– – -200,100 Closed
SFM
914
Soros Fund Management
New York
– – -147,600 Closed
ADEF
915
Adams Diversified Equity Fund
Maryland
– – -128,850 Closed
KL
916
KGH Ltd
Bahamas
– – -125,159 Closed
ICAP
917
Independence Capital Asset Partners
Colorado
– – -125,072 Closed
3CP
918
3G Capital Partners
New York
– – -125,000 Closed
LG
919
Leuthold Group
Minnesota
– – -119,627 Closed
MAM
920
Meeder Asset Management
Ohio
– – -107,675 Closed
HCM
921
Highbridge Capital Management
New York
– – -105,889 Closed
DHFB
922
Dixon Hubard Feinour & Brown
Virginia
– – -104,204 Closed
NCCM
923
Nine Chapters Capital Management
New Jersey
– – -102,800 Closed
NMERB
924
New Mexico Educational Retirement Board
New Mexico
– – -98,828 Closed
SCM
925
Stevens Capital Management
Pennsylvania
– – -92,222 Closed
35 36
37
38 39