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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 %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$9.95M -$428K -7,402 -4%
FAF
202
Fjarde Ap-fonden
Sweden
$9.93M -$769K -13,292 -7%
IGIM
203
I.G. Investment Management
Manitoba, Canada
$9.85M -$4.11M -71,040 -29%
OA
204
OFI Advisors
Pennsylvania
$9.83M +$340K +5,884 +4%
HBWM
205
Hollow Brook Wealth Management
New York
$9.76M -$542K -9,374 -5%
RCM
206
Riverhead Capital Management
Delaware
$9.65M -$1.45M -25,000 -13%
SCM
207
Snow Capital Management
Pennsylvania
$9.56M +$5.41M +93,635 +131%
EIM
208
ExxonMobil Investment Management
Texas
$9.39M -$556K -9,620 -6%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$9.31M -$1.55M -26,794 -14%
CIM
210
Calvert Investment Management
Maryland
$9.3M +$7.75M +134,100 +501%
TH
211
TCTC Holdings
Texas
$9.25M +$86.7K +1,500 +0.9%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.24M +$533K +9,216 +6%
CAM
213
Congress Asset Management
Massachusetts
$9.23M +$294K +5,077 +3%
MSA
214
Mason Street Advisors
Wisconsin
$9.22M +$1.63M +28,261 +22%
Royal London Asset Management
215
Royal London Asset Management
United Kingdom
$9.21M +$85.4K +1,350 +0.9%
KCM
216
Kornitzer Capital Management
Kansas
$9.05M -$874K -15,121 -9%
STC
217
SEI Trust Company
Pennsylvania
$9.04M +$1.67M +28,935 +23%
CT
218
Cambridge Trust
Massachusetts
$8.85M -$7.11K -123 -0.1%
OTPPB
219
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.54M -$40.5K -700 -0.5%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$8.51M -$650K -11,236 -7%
SAM
221
Shell Asset Management
Netherlands
$8.17M -$333K -5,763 -4%
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$7.88M +$457K +7,895 +6%
SM
223
Stratton Management
Pennsylvania
$7.86M +$1.15M +19,891 +17%
GT
224
Glenmede Trust
Pennsylvania
$7.71M +$3.06M +52,946 +66%
AG
225
Aperio Group
California
$7.61M +$9.08K +157 +0.1%
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