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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 %
HF
951
Hoxton Financial
West Virginia
$34K +$34K +439 New
EWM
952
Elite Wealth Management
Washington
$32K -$6.28K -82 -16%
OC
953
Oakworth Capital
Alabama
$32K +$32K +410 New
MBT
954
Monroe Bank & Trust
Michigan
$31K -$6.38K -85 -17%
PIM
955
Parasol Investment Management
Illinois
$30K +$30K +384 New
MFBTD
956
MB Financial Bank - Trust Department
Illinois
$27K -$7.71K -100 -22%
OSNBOA
957
Old Second National Bank of Aurora
Illinois
$27K – – –
ECM
958
Endex Capital Management
Kansas
$27K – – –
TCM
959
Tradewinds Capital Management
Washington
$27K +$27K +348 New
MWP
960
MYCIO Wealth Partners
Pennsylvania
$26K +$3.97K +51 +18%
CAL
961
Capital Analysts LLC
Pennsylvania
$25.1K -$151K -1,955 -86%
WA
962
WealthTrust-Arizona
Arizona
$23K -$19.2K -250 -45%
JIR
963
James Investment Research
Ohio
$21K – – –
SHWM
964
Smith & Howard Wealth Management
Georgia
$21K – – –
LFG
965
LifePlan Financial Group
Ohio
$21K – – –
FBT
966
Founders Bank & Trust
Michigan
$20K – – –
WCMN
967
Westchester Capital Management (Nebraska)
Nebraska
$20K – – –
CAL
968
Capital Advisors Ltd
Ohio
$20K +$20K +253 New
VNB
969
Valley National Bancorp
New York
$20K +$20K +263 New
HRIA
970
Haberer Registered Investment Advisor
Ohio
$19K -$3.8K -50 -17%
SA
971
SRH Advisors
Kansas
$19K +$19K +248 New
WA
972
Waverly Advisors
Alabama
$17K +$4.29K +56 +34%
BAM
973
Brave Asset Management
New Jersey
$17K +$17K +220 New
PAS
974
Partnervest Advisory Services
California
$14K – – –
LWA
975
Lenox Wealth Advisors
New York
$13K +$13K +164 New
37 38
39
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