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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 %
HMS
951
Hanseatic Management Services
New Mexico
– – -14,650 Closed
WHRC
952
W.H. Reaves & Co
New Jersey
– – -13,900 Closed
DS
953
DRW Securities
Illinois
– – -13,379 Closed
CTA
954
Chesley Taft & Associates
Illinois
– – -13,279 Closed
AL
955
AJO LP
Pennsylvania
– – -12,800 Closed
AP
956
Advisor Partners
California
– – -12,370 Closed
DCM
957
Dupont Capital Management
Delaware
– – -11,600 Closed
CAM
958
Cubic Asset Management
Massachusetts
– – -11,074 Closed
QI
959
Quotient Investors
New York
– – -8,427 Closed
Jane Street
960
Jane Street
New York
– – -7,954 Closed
IAM
961
Impala Asset Management
Florida
– – -7,925 Closed
GDF
962
Graham & Dodd Fund
New York
– – -7,876 Closed
CG
963
Clinton Group
New York
– – -7,198 Closed
EMG
964
Ellington Management Group
Connecticut
– – -6,500 Closed
KFS
965
Kurt F. Somerville
– – -4,639 Closed
MC
966
Menta Capital
California
– – -4,500 Closed
Tudor Investment Corp
967
Tudor Investment Corp
Connecticut
– – -4,200 Closed
KIG
968
Kovitz Investment Group
Illinois
– – -4,077 Closed
SIA
969
Sit Investment Associates
Minnesota
– – -4,031 Closed
HIM
970
Hillsdale Investment Management
Ontario, Canada
– – -4,000 Closed
EIA
971
Edgemoor Investment Advisors
Maryland
– – -3,930 Closed
JRP
972
Jasper Ridge Partners
California
– – -3,910 Closed
BFIM
973
Beese Fulmer Investment Management
Ohio
– – -3,757 Closed
SI
974
Sprott Inc
Ontario, Canada
– – -3,700 Closed
HCM
975
Hodges Capital Management
Texas
– – -3,484 Closed
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