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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
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$168M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$847M
4
Boston Partners
4
Boston Partners
Massachusetts
$540M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$536M

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B 28,769,625 -84,074 -0.3%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$2.1B 27,163,918 – –
State Street
3
State Street
Massachusetts
$1.98B 25,686,460 -136,716 -0.5%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.44B 18,626,609 +1,420,884 +8%
BIT
5
BlackRock Institutional Trust
California
$1.27B 16,476,478 -23,120 -0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.11B 14,337,793 +530,389 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.06B 13,736,844 +783,330 +6%
WRF
8
Waddell & Reed Financial
Kansas
$979M 12,696,976 +1,856,289 +17%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$847M 10,984,380 +1,983,981 +22%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$788M 10,210,774 -192,047 -2%
Northern Trust
11
Northern Trust
Illinois
$601M 7,792,886 -108,846 -1%
Boston Partners
12
Boston Partners
Massachusetts
$540M 7,006,929 +1,951,993 +39%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$536M 6,953,617 +1,891,295 +37%
BFA
14
BlackRock Fund Advisors
California
$526M 6,822,356 +145,650 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$503M 6,522,318 +230,180 +4%
Wells Fargo
16
Wells Fargo
California
$486M 6,302,869 +61,903 +1%
BG
17
BlackRock Group
United Kingdom
$441M 5,717,845 +87,319 +2%
Ameriprise
18
Ameriprise
Minnesota
$440M 5,703,948 +528,711 +10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$430M 5,580,476 -43,064 -0.8%
BA
20
BlackRock Advisors
Delaware
$379M 4,919,222 +352,405 +8%
Norges Bank
21
Norges Bank
Norway
$370M 4,791,067 -500,007 -9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$342M 4,432,259 +173,100 +4%
LSV Asset Management
23
LSV Asset Management
Illinois
$321M 4,157,320 -104,655 -2%
EVM
24
Eaton Vance Management
Massachusetts
$316M 4,103,366 -2,056,022 -33%
JHIU
25
Janus Henderson Investors US
Colorado
$285M 3,695,862 -1,788,601 -33%
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