PSX icon

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 Holding Trade Value Shares
Change 		Shares
Change %
ZIM
176
Zacks Investment Management
Illinois
$18.4M +$18.4M +239,092 New
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$17.7M +$6.34M +82,200 +56%
CBOA
178
Commonwealth Bank of Australia
Australia
$17.7M +$3.86M +50,096 +28%
Public Sector Pension Investment Board (PSP Investments)
179
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.2M +$1.49M +19,300 +9%
SC
180
Saturna Capital
Washington
$17.2M – – –
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$16.8M -$597K -7,738 -3%
GH
182
GAM Holding
Switzerland
$16.6M -$30.9K -400 -0.2%
VFM
183
Viking Fund Management
North Dakota
$16.6M +$8.87M +115,000 +115%
TSU
184
TD Securities (USA)
New York
$16.3M +$179K +2,316 +1%
SAM
185
Sandell Asset Management
New York
$16.2M -$13.6M -176,180 -46%
FWCM
186
Ferguson Wellman Capital Management
Oregon
$15.7M -$3.34M -43,287 -18%
FPP
187
Findlay Park Partners
United Kingdom
$15.5M -$18M -234,000 -54%
T
188
Tahithromos
New York
$15.1M -$6.51M -84,400 -30%
STC
189
SEI Trust Company
Pennsylvania
$15M +$2.94M +38,102 +24%
CCM
190
Copeland Capital Management
Pennsylvania
$14.9M +$14M +180,884 +1,416%
WBC
191
Westpac Banking Corp
Australia
$14.8M +$8.7M +112,827 +144%
Neuberger Berman Group
192
Neuberger Berman Group
New York
$14.5M +$2.07M +26,834 +17%
CEP
193
Chicago Equity Partners
Illinois
$14.3M +$879K +11,395 +7%
KBC Group
194
KBC Group
Belgium
$14.2M -$3.34M -43,305 -19%
NAMA
195
Nikko Asset Management Americas
New York
$14.1M -$2.77M -37,100 -16%
FIM
196
Foresters Investment Management
New York
$13.5M -$255K -3,300 -2%
MAM
197
Martingale Asset Management
Massachusetts
$13.5M +$4.56M +59,178 +51%
ZDA
198
Zweig-DiMenna Associates
New York
$13.2M +$4.82M +62,540 +57%
ASRS
199
Arizona State Retirement System
Arizona
$13.2M -$617K -8,000 -4%
Mackenzie Financial
200
Mackenzie Financial
Ontario, Canada
$13.2M +$3.37M +43,755 +34%
6 7
8
9 10