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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
$798M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$293M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$132M
4
JHIU
Janus Henderson Investors US
Colorado
$317M
5
Ameriprise
Ameriprise
Minnesota
$299M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$69.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$364M
3
Morgan Stanley
Morgan Stanley
New York
$163M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$749M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
176
IBM Retirement Fund
New York
$14.8M -$2.16M -37,318 -13%
FWCM
177
Ferguson Wellman Capital Management
Oregon
$14.3M +$3.63M +62,702 +34%
AIG
178
American International Group
New York
$14.2M +$306K +5,287 +2%
RMDI
179
R.M. Davis Inc
Maine
$13.5M +$1.14M +19,686 +9%
WJA
180
Williams Jones & Associates
New York
$13.4M +$6.77M +117,008 +103%
NAMA
181
Nikko Asset Management Americas
New York
$13.2M -$872K -14,900 -6%
PI
182
PineBridge Investments
New York
$13.1M +$12.9M +223,952 +6,527%
KBC Group
183
KBC Group
Belgium
$13.1M +$248K +4,297 +2%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$13M +$2.32M +40,124 +22%
SC
185
Saturna Capital
Washington
$12.9M +$2.91M +50,245 +29%
GH
186
GAM Holding
Switzerland
$12.5M -$1.83M -31,700 -13%
ARC
187
Absolute Return Capital
Massachusetts
$12.2M +$10.4M +179,623 +566%
AAF
188
Andra AP-fonden
Sweden
$12.2M +$677K +11,700 +6%
TSU
189
TD Securities (USA)
New York
$12.1M -$112K -1,933 -0.9%
Public Sector Pension Investment Board (PSP Investments)
190
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.8M -$538K -9,300 -4%
FCBT
191
First Citizens Bank & Trust
North Carolina
$11.6M -$876K -15,153 -7%
PP
192
PDT Partners
New York
$11.1M -$8.56M -148,056 -43%
CM
193
Castleark Management
Illinois
$10.7M +$9.21M +113,295 +631%
HIMCH
194
Hartford Investment Management Co (HIMCO)
Connecticut
$10.6M -$432K -7,471 -4%
ASRS
195
Arizona State Retirement System
Arizona
$10.4M -$197K -3,400 -2%
Asset Management One
196
Asset Management One
Japan
$10.4M -$3.31M -56,871 -24%
CBOA
197
Commonwealth Bank of Australia
Australia
$10.3M -$8.63M -149,191 -45%
FIM
198
Foresters Investment Management
New York
$10.3M – – –
ERSOT
199
Employees Retirement System of Texas
Texas
$10M -$4.6M -79,600 -31%
CEP
200
Chicago Equity Partners
Illinois
$10M -$550K -9,517 -5%
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