PSX icon

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 %
FPP
126
Findlay Park Partners
United Kingdom
$25.2M 435,080 -663,000 -60%
AIP
127
ARS Investment Partners
New York
$24.8M 428,938 -18,006 -4%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$24.8M 428,362 +428,362 New
TBC
129
Tweedy, Browne Co
Connecticut
$24.5M 423,760 -302,356 -42%
WM
130
WS Management
Florida
$23.9M 413,637 -250,000 -38%
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.7M 410,747 -143,854 -26%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$23.6M 407,966 -154,375 -27%
SOMRS
133
State of Michigan Retirement System
Michigan
$23.6M 407,603 -3,000 -0.7%
RFC
134
Regions Financial Corp
Alabama
$23.5M 407,119 +102,927 +34%
NI
135
Numeric Investors
Massachusetts
$23.4M 404,600 +267,450 +195%
SO
136
STRS Ohio
Ohio
$23.2M 401,798 -70,402 -15%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$23M 398,110 +313,085 +368%
BTS
138
BB&T Securities
Virginia
$22.9M 39,608 +19,801 +100%
TAM
139
Todd Asset Management
Kentucky
$22.9M 395,363 +85,998 +28%
LBG
140
Lloyds Banking Group
United Kingdom
$22.5M 389,660 +7,909 +2%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$22.4M 386,571 -6,978 -2%
SAM
142
Sandell Asset Management
New York
$22.3M 385,865 -14,125 -4%
CA
143
Commerzbank Aktiengesellschaft
Germany
$21.7M 375,335 +21,501 +6%
WCM
144
Winton Capital Management
United Kingdom
$21.4M 369,482 +103,336 +39%
Robeco Institutional Asset Management
145
Robeco Institutional Asset Management
Netherlands
$21.1M 364,078 -3,278 -0.9%
ACI
146
AMP Capital Investors
Australia
$20.8M 355,196 -17,234 -5%
PI
147
Putnam Investments
Massachusetts
$20.6M 356,081 -108,787 -23%
ANRF
148
Adams Natural Resources Fund
Maryland
$20M 345,275 – –
EA
149
Euclid Advisors
Connecticut
$19.7M 340,630 +73,865 +28%
Aviva
150
Aviva
United Kingdom
$19.5M 337,835 +32,586 +11%
4 5
6
7 8