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Phillips 66
PSX

935 hedge funds and large institutions have $24.8B invested in Phillips 66 in 2013 Q2 according to their latest regulatory filings, with 935 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $534M | Put options by funds: $235M

68.07% more ownership

Funds ownership: 0% → 68.07% (+68%)

Holders
935
Holders Change
+935
Holders Change %
–
% of All Funds
30.51%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
935
Increased
–
Reduced
–
Closed
–
Calls
$534M
Puts
$235M
Net Calls
+$299M
Net Calls Change
+$299M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
226
ProShare Advisors
Maryland
$8.08M +$8.62M +137,131 New
WAM
227
World Asset Management
Michigan
$7.97M +$8.5M +135,294 New
QI
228
QS Investors
New York
$7.86M +$8.36M +133,050 New
OI
229
Oakbrook Investments
Illinois
$7.76M +$8.28M +131,710 New
AG
230
Aperio Group
California
$7.74M +$8.26M +131,390 New
MSA
231
Mason Street Advisors
Wisconsin
$7.73M +$8.25M +131,249 New
ADEF
232
Adams Diversified Equity Fund
Maryland
$7.59M +$8.1M +128,850 New
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$7.56M +$8.06M +128,300 New
PSUF
234
People's United Financial
Connecticut
$7.54M +$8.04M +127,916 New
STC
235
SEI Trust Company
Pennsylvania
$7.5M +$8M +127,347 New
SBCM
236
Schwerin Boyle Capital Management
Massachusetts
$7.5M +$8M +127,276 New
CDH
237
Charles D. Hyman
$7.49M +$7.99M +127,214 New
KL
238
KGH Ltd
Bahamas
$7.37M +$7.86M +125,159 New
ICAP
239
Independence Capital Asset Partners
Colorado
$7.37M +$7.86M +125,072 New
3CP
240
3G Capital Partners
New York
$7.36M +$7.85M +125,000 New
MAM
241
Martingale Asset Management
Massachusetts
$7.36M +$7.85M +124,966 New
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$7.08M +$7.56M +120,273 New
LG
243
Leuthold Group
Minnesota
$7.05M +$7.52M +119,627 New
T
244
Tahithromos
New York
$7.03M +$7.5M +119,384 New
OC
245
Oppenheimer & Co
New York
$6.95M +$7.41M +118,003 New
SM
246
Stratton Management
Pennsylvania
$6.83M +$7.29M +115,996 New
V
247
Veritable
Delaware
$6.77M +$7.22M +114,851 New
WJA
248
Williams Jones & Associates
New York
$6.72M +$7.17M +114,100 New
HT
249
HAP Trading
New York
$6.64M +$7.08M +112,735 New
HNB
250
Huntington National Bank
Ohio
$6.62M +$7.06M +112,291 New
8 9
10
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PSX Hedge Fund Activity: Q2 2013 in Review

935 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2013, worth a combined $24.8B.

Buyers outnumbered sellers: 935 funds opened new PSX positions and 0 closed out — a net gain of 935 holders — while 0 added to existing stakes and 0 trimmed.

  • 935 institutional investors held Phillips 66 (PSX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $24.8B of Phillips 66 stock for Q2 2013.
  • 935 funds opened new Phillips 66 positions in Q2 2013 and 0 closed out, a net change of +935 holders.

Based on aggregated 13F filings for Q2 2013.