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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
SF
2
Sarofim Fayez
Texas
$133M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$293M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$132M
5
JHIU
5
Janus Henderson Investors US
Colorado
$317M

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 %
FCH
976
Freestone Capital Holdings
Washington
– – -3,430 Closed
ST
977
Spot Trading
Illinois
– – -2,872 Closed
MCM
978
Matarin Capital Management
New York
– – -2,114 Closed
OWP
979
Obermeyer Wealth Partners
Colorado
– – -1,978 Closed
FHB
980
First Hawaiian Bank
Hawaii
– – -1,779 Closed
HF
981
Hoxton Financial
West Virginia
– – -1,237 Closed
IFWM
982
Institute for Wealth Management
Colorado
– – -780 Closed
SMA
983
Simply Money Advisors
Ohio
– – -426 Closed
OCM
984
Osterweis Capital Management
California
– – -313 Closed
OFS
985
Orrstown Financial Services
Pennsylvania
– – -250 Closed
RI
986
Redwood Investments
Massachusetts
– – -238 Closed
CCT
987
Capital City Trust
Florida
– – -200 Closed
Lazard Asset Management
988
Lazard Asset Management
New York
– – -187 Closed
TSWM
989
Triangle Securities Wealth Management
North Carolina
– – -140 Closed
CW
990
Cobiz Wealth
Colorado
– – -127 Closed
TCA
991
Tortoise Capital Advisors
Kansas
– – -47 Closed
BWM
992
Baystate Wealth Management
Massachusetts
– – -25 Closed
Group One Trading
993
Group One Trading
Illinois
– – – –
IAS
994
INR Advisory Services
Pennsylvania
$0 5 – –
SAC
995
Smith Affiliated Capital
New York
– – – –
Walleye Trading
996
Walleye Trading
New York
– – – –
RA
997
RR Advisors
Texas
– – – –
LC
998
Loews Corp
New York
– – – –
MCM
999
Masters Capital Management
Georgia
– – – –
VKH
1000
Virtu KCG Holdings
New York
– – – –
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