PSX icon

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 Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
926
Raymond James Financial Services Advisors
Florida
– -$4.55M -77,270 Closed
Lord, Abbett & Co
927
Lord, Abbett & Co
New Jersey
– -$3.91M -66,350 Closed
BIM
928
BRC Investment Management
Colorado
– -$3.12M -52,888 Closed
DIA
929
Dana Investment Advisors
Wisconsin
– -$3.03M -51,490 Closed
FDCC
930
Foster Dykema Cabot & Co
Massachusetts
– -$3.03M -51,349 Closed
ACM
931
Afton Capital Management
North Carolina
– -$3.02M -51,196 Closed
USGIU
932
U.S. Global Investors (USGI)
Texas
– -$2.95M -50,000 Closed
AH
933
Allen Holding
New York
– -$2.95M -50,000 Closed
VWM
934
Valley Wealth Managers
New Jersey
– -$2.71M -46,004 Closed
Twin Tree Management
935
Twin Tree Management
Texas
– -$2.4M -40,756 Closed
GCP
936
GSA Capital Partners
United Kingdom
– -$1.98M -33,600 Closed
AL
937
Airain Ltd
Guernsey
– -$1.95M -33,053 Closed
TWI
938
Thomas White International
Illinois
– -$1.77M -30,043 Closed
SSI
939
Scott & Selber Inc
Texas
– -$1.72M -29,197 Closed
VCAM
940
Valentine Capital Asset Management
California
– -$1.68M -28,477 Closed
DI
941
Dalton Investments
Nevada
– -$1.67M -28,294 Closed
IPRC
942
Indices-Pac Research Corporation
New Jersey
– -$1.59M -26,942 Closed
PCMK
943
Paragon Capital Management (Kansas)
Kansas
– -$1.59K -26,933 Closed
CCM
944
Century Capital Management
Massachusetts
– -$1.57M -26,712 Closed
QT
945
Quantbot Technologies
New York
– -$1.23M -20,953 Closed
ZIM
946
Zacks Investment Management
Illinois
– -$1.17M -19,927 Closed
IAS
947
IMA Advisory Services
Colorado
– -$1.17M -19,852 Closed
BA
948
Bridgewater Associates
Connecticut
– -$1.09M -18,450 Closed
DSA
949
Davis Selected Advisers
Arizona
– -$1.05M -17,845 Closed
AC
950
Alleghany Corporation
New York
– -$884K -15,000 Closed
36 37
38
39 40