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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 %
HJMC
1026
Hellman Jordan Management Company
Massachusetts
– – -19,490 Closed
BCMU
1027
BlueCrest Capital Management (UK)
Guernsey
– – -16,726 Closed
GW
1028
GW & Wade
Massachusetts
– – -15,744 Closed
CCM
1029
Catapult Capital Management
New York
– – -14,910 Closed
BCM
1030
Bluefin Capital Management
New York
– – -12,826 Closed
FAM
1031
Forty4 Asset Management
Illinois
– – -11,001 Closed
CPO
1032
Cerity Partners OCIO
New York
– – -9,493 Closed
DBIA
1033
Dumont & Blake Investment Advisors
New Jersey
– – -8,138 Closed
MNA
1034
Manning & Napier Advisors
New York
– – -7,794 Closed
CWP
1035
Capital Wealth Planning
Florida
– – -7,709 Closed
WMSA
1036
Weiss Multi-Strategy Advisers
New York
– – -7,240 Closed
FLPIM
1037
F.L. Putnam Investment Management
Massachusetts
– – -7,237 Closed
CNAM
1038
Campbell Newman Asset Management
Wisconsin
– – -7,072 Closed
BC
1039
BMI Capital
New York
– – -6,887 Closed
RSVP
1040
Ramsay Stattman Vela & Price
Colorado
– – -6,706 Closed
RG
1041
Rathbones Group
United Kingdom
– – -6,554 Closed
GCT
1042
Galaxy Capital Trading
British Virgin Islands
– – -6,200 Closed
HCM
1043
Hengehold Capital Management
Ohio
– – -6,035 Closed
BA
1044
Birinyi Associates
Connecticut
– – -5,750 Closed
RBA
1045
Richard Bernstein Advisors
New York
– – -5,685 Closed
MIU
1046
Man Investments (UK)
United Kingdom
– – -5,658 Closed
UR
1047
USCA RIA
Texas
– – -5,223 Closed
VCM
1048
Violich Capital Management
California
– – -4,150 Closed
EGA
1049
Eagle Global Advisors
Texas
– – -4,129 Closed
VF
1050
Virtu Financial
New York
– – -3,813 Closed
40 41
42
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