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Phillips 66
PSX

1,001 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, 415 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more funds holding in top 10

Funds holding in top 10: 8 → 25 (+17)

148% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 69

34% more capital invested

Capital invested by funds: $24B → $32.2B (+$8.2B)

20% more call options, than puts

Call options by funds: $608M | Put options by funds: $505M

10% more funds holding

Funds holding: 910 → 1,001 (+91)

1.7% more ownership

Funds ownership: 68.08% → 69.78% (+1.7%)

29% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 415

Holders
1,001
Holders Change
+91
Holders Change %
+10%
% of All Funds
29.06%
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
415
Closed
69
Calls
$608M
Puts
$505M
Net Calls
+$103M
Net Calls Change
-$130M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$157M
2
JP Morgan Chase
JP Morgan Chase
New York
+$132M
3
Boston Partners
Boston Partners
Massachusetts
+$130M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$126M
5
WRF
Waddell & Reed Financial
Kansas
+$124M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$137M
2
JHIU
Janus Henderson Investors US
Colorado
-$119M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$118M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$104M
5
Deutsche Bank
Deutsche Bank
Germany
-$93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B -$5.61M -84,074 -0.3%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$2.1B – – –
State Street
3
State Street
Massachusetts
$1.98B -$9.12M -136,716 -0.5%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.44B +$94.8M +1,420,884 +8%
BIT
5
BlackRock Institutional Trust
California
$1.27B -$1.54M -23,120 -0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.11B +$35.4M +530,389 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.06B +$52.3M +783,330 +6%
WRF
8
Waddell & Reed Financial
Kansas
$979M +$124M +1,856,289 +17%
JP Morgan Chase
9
JP Morgan Chase
New York
$847M +$132M +1,983,981 +22%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$788M -$12.8M -192,047 -2%
Northern Trust
11
Northern Trust
Illinois
$601M -$7.26M -108,846 -1%
Boston Partners
12
Boston Partners
Massachusetts
$540M +$130M +1,951,993 +39%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$536M +$126M +1,891,295 +37%
BFA
14
BlackRock Fund Advisors
California
$526M +$9.72M +145,650 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$503M +$15.4M +230,180 +4%
Wells Fargo
16
Wells Fargo
California
$486M +$4.13M +61,903 +1%
BG
17
BlackRock Group
United Kingdom
$441M +$5.82M +87,319 +2%
Ameriprise
18
Ameriprise
Minnesota
$440M +$35.3M +528,711 +10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$430M -$2.87M -43,064 -0.8%
BA
20
BlackRock Advisors
Delaware
$379M +$23.5M +352,405 +8%
Norges Bank
21
Norges Bank
Norway
$370M -$33.4M -500,007 -9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$342M +$11.5M +173,100 +4%
LSV Asset Management
23
LSV Asset Management
Illinois
$321M -$6.98M -104,655 -2%
EVM
24
Eaton Vance Management
Massachusetts
$316M -$137M -2,056,022 -33%
JHIU
25
Janus Henderson Investors US
Colorado
$285M -$119M -1,788,601 -33%
1
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PSX Hedge Fund Activity: Q4 2013 in Review

1,001 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2013, worth a combined $32.2B — up 34% from $24B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PSX positions and 69 closed out — a net gain of 102 holders — while 296 added to existing stakes and 415 trimmed.

The largest buyer was VanEck Associates, adding an estimated $157M. The largest seller was Eaton Vance Management, cutting an estimated $137M.

  • 1,001 institutional investors held Phillips 66 (PSX) as of Q4 2013, up from 910 in Q3 2013.
  • Funds reported $32.2B of Phillips 66 stock for Q4 2013, up 34% quarter-over-quarter.
  • 171 funds opened new Phillips 66 positions in Q4 2013 and 69 closed out, a net change of +102 holders.
  • The largest Phillips 66 buyer in Q4 2013 was VanEck Associates, an estimated $157M added.
  • The largest Phillips 66 seller in Q4 2013 was Eaton Vance Management, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2013.