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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.

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
1
VanEck Associates
New York
$182M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$847M
3
Boston Partners
3
Boston Partners
Massachusetts
$540M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$536M
5
WRF
5
Waddell & Reed Financial
Kansas
$979M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$316M
2
JHIU
2
Janus Henderson Investors US
Colorado
$285M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.92M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$83.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
976
TD Capital Management
Tennessee
$12K 156 -48 -24%
FA
977
Financial Advantage
Maryland
$12K 155 – –
CG
978
Colony Group
Massachusetts
$11K 141 +141 New
FWM
979
Focused Wealth Management
New York
$10K 127 – –
MAS
980
Madden Advisory Services
Florida
$10K 134 +65 +94%
KPCM
981
Kings Point Capital Management
New York
$10K 136 +136 New
PO
982
Private Ocean
California
$9K 115 +115 New
CCS
983
Crosspoint Capital Strategies
California
$9K 121 +121 New
AC
984
Alexandria Capital
Virginia
$8K 102 – –
VIA
985
Vantage Investment Advisors
Pennsylvania
$8K 100 +100 New
NCM
986
Nelson Capital Management
California
$7K 92 – –
MIM
987
Macroview Investment Management
Maryland
$5K 65 – –
LWM
988
Lenox Wealth Management
Ohio
$5K 69 +69 New
SFPIA
989
Stevens First Principles Investment Advisors
California
$4K 50 -450 -90%
FAM
990
Fred Alger Management
New York
$3K 42 -155 -79%
HCM
991
Horrell Capital Management
Arkansas
$3K 34 – –
UB
992
UMB Bank
Missouri
$2.81K 36,386 -2,110 -5%
TDC
993
Thompson Davis & Co
Virginia
$2K 26 +26 New
MIM
994
Marco Investment Management
Georgia
$1.26K 16,351 -2,250 -12%
TIM
995
Tortoise Investment Management
New York
$1K 11 – –
PFA
996
Paradigm Financial Advisors
Missouri
$1K 9 +9 New
EMA
997
Efficient Market Advisors
California
$1K 11 +11 New
DIA
998
Denver Investment Advisors
Colorado
$682 8,846 -113 -1%
MRCM
999
M&R Capital Management
New Jersey
$487 6,320 -50 -0.8%
FPCG
1000
Fort Pitt Capital Group
Pennsylvania
$273 4 – –
38 39
40
41 42