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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
WTNA
301
Wilmington Trust National Association
Delaware
$4.1M +$4.37M +69,612 New
FFIC
302
First Fiduciary Investment Counsel
Ohio
$4.04M +$4.31M +68,634 New
BPM
303
Bowling Portfolio Management
Ohio
$3.97M +$4.23M +67,380 New
PP
304
Patten & Patten
Tennessee
$3.96M +$4.22M +67,131 New
MIM
305
Montgomery Investment Management
Maryland
$3.92M +$4.18M +66,512 New
Lord, Abbett & Co
306
Lord, Abbett & Co
New Jersey
$3.91M +$4.17M +66,350 New
ABC
307
Associated Banc-Corp
Wisconsin
$3.89M +$4.15M +66,078 New
MOACM
308
Mutual of America Capital Management
New York
$3.86M +$4.12M +65,576 New
M&T Bank
309
M&T Bank
New York
$3.7M +$3.95M +62,843 New
CIC
310
Canal Insurance Company
South Carolina
$3.68M +$3.93M +62,500 New
SLI
311
Sumitomo Life Insurance
Japan
$3.61M +$3.85M +61,328 New
NFGCM
312
Norman Fields Gottscho Capital Management
New York
$3.58M +$3.82M +60,820 New
NG
313
NatWest Group
United Kingdom
$3.58M +$3.81M +60,709 New
GWM
314
Greenwich Wealth Management
Connecticut
$3.49M +$3.72M +59,250 New
TCM
315
Twin Capital Management
Pennsylvania
$3.48M +$3.72M +59,137 New
CCG
316
Chatham Capital Group
Georgia
$3.48M +$3.71M +59,006 New
RC
317
RegentAtlantic Capital
New Jersey
$3.47M +$3.7M +58,899 New
HighTower Advisors
318
HighTower Advisors
Illinois
$3.46M +$3.69M +58,697 New
CIP
319
Convergence Investment Partners
Florida
$3.35M +$3.58M +56,943 New
B
320
Baird
Wisconsin
$3.33M +$3.56M +56,589 New
Natixis Advisors
321
Natixis Advisors
Massachusetts
$3.28M +$3.5M +55,663 New
SAM
322
Securian Asset Management
Minnesota
$3.27M +$3.49M +55,506 New
TAM
323
TPH Asset Management
Texas
$3.26M +$3.47M +55,302 New
SBH
324
Segall Bryant & Hamill
Illinois
$3.25M +$3.47M +55,171 New
GD
325
Grandfield & Dodd
New York
$3.24M +$3.45M +54,961 New
11 12
13
14 15

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.