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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
WCM
326
Wisconsin Capital Management
Wisconsin
$3.23M +$3.45M +54,865 New
DC
327
Deere & Company
Illinois
$3.21M +$3.43M +54,534 New
RC
328
RBF Capital
California
$3.18M +$3.39M +54,000 New
1IC
329
1919 Investment Counsel
Maryland
$3.12M +$3.33M +53,030 New
BIM
330
BRC Investment Management
Colorado
$3.12M +$3.32M +52,888 New
SIS
331
Sandell Investment Services
New York
$3.11M +$3.32M +52,810 New
Macquarie Group
332
Macquarie Group
Australia
$3.1M +$3.31M +52,608 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$3.07M +$3.28M +52,186 New
CIBC World Market
334
CIBC World Market
Ontario, Canada
$3.06M +$3.26M +51,911 New
DADC
335
D.A. Davidson & Co
Montana
$3.05M +$3.26M +51,864 New
DIA
336
Dana Investment Advisors
Wisconsin
$3.03M +$3.24M +51,490 New
FDCC
337
Foster Dykema Cabot & Co
Massachusetts
$3.02M +$3.23M +51,349 New
ACM
338
Afton Capital Management
North Carolina
$3.02M +$3.22M +51,196 New
SNC
339
Stifel Nicolaus & Co
Missouri
$3.01M +$3.22M +51,171 New
NTCOC
340
Northern Trust Company of Connecticut
Connecticut
$2.99M +$3.19M +50,830 New
AAM
341
Advisors Asset Management
Colorado
$2.99M +$3.19M +50,742 New
MHC
342
Meyer Handelman Company
New York
$2.96M +$3.15M +50,178 New
AH
343
Allen Holding
New York
$2.95M +$3.14M +50,000 New
USGIU
344
U.S. Global Investors (USGI)
Texas
$2.95M +$3.14M +50,000 New
LA
345
Lau Associates
Delaware
$2.93M +$3.12M +49,708 New
TMAM
346
Tokio Marine Asset Management
Japan
$2.93M +$3.12M +49,690 New
BCM
347
BP Capital Management
Texas
$2.92M +$3.12M +49,641 New
PAI
348
Pittenger & Anderson Inc
Nebraska
$2.92M +$3.11M +49,552 New
BG
349
Bahl & Gaynor
Ohio
$2.9M +$3.09M +49,248 New
DekaBank Deutsche Girozentrale
350
DekaBank Deutsche Girozentrale
Germany
$2.89M +$3.07M +48,810 New
12 13
14
15 16

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.