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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
SIG
426
Schooner Investment Group
Pennsylvania
$1.65M +$1.76M +28,000 New
LIM
427
Leavell Investment Management
Alabama
$1.65M +$1.76M +27,976 New
ST
428
Semper Trust
Pennsylvania
$1.63M +$1.74M +27,672 New
PI
429
Placemark Investments
Illinois
$1.63M +$1.74M +27,694 New
Jones Financial Companies
430
Jones Financial Companies
Missouri
$1.62M +$1.73M +27,559 New
K
431
Kemper
Illinois
$1.62M +$1.73M +27,500 New
FIM
432
Frontier Investment Management
Texas
$1.61M +$1.71M +27,278 New
HVIA
433
Hudson Valley Investment Advisors
New York
$1.59M +$1.7M +27,035 New
MLL
434
Moody Lynn & Lieberson
Massachusetts
$1.59M +$1.7M +27,017 New
IPRC
435
Indices-Pac Research Corporation
New Jersey
$1.59M +$1.69M +26,942 New
AIM
436
abrdn Investment Management
United Kingdom
$1.58M +$1.69M +26,835 New
CIM
437
Calvert Investment Management
Maryland
$1.58M +$1.68M +26,755 New
CCM
438
Century Capital Management
Massachusetts
$1.57M +$1.68M +26,712 New
PP
439
Palladium Partners
Virginia
$1.57M +$1.67M +26,650 New
PDN
440
Pensionfund DSM Netherlands
Netherlands
$1.56M +$1.67M +26,545 New
Fiera Capital (Canada)
441
Fiera Capital (Canada)
Quebec, Canada
$1.55M +$1.66M +26,400 New
GG
442
Greenwood Gearhart
Arkansas
$1.55M +$1.66M +26,360 New
FSC
443
Fiduciary Services Corp
Georgia
$1.54M +$1.65M +26,187 New
JG
444
Jefferies Group
New York
$1.51M +$1.61M +25,564 New
WSFS
445
Wilmington Savings Fund Society
Delaware
$1.5M +$1.6M +25,506 New
PIM
446
Penobscot Investment Management
Massachusetts
$1.49M +$1.59M +25,339 New
BSB
447
Bangor Savings Bank
Maine
$1.48M +$1.58M +25,077 New
AF
448
Arrow Financial
New York
$1.47M +$1.57M +24,915 New
PL
449
Perpetual Ltd
Australia
$1.44M +$1.54M +24,466 New
CCM
450
Coldstream Capital Management
Washington
$1.42M +$1.52M +24,134 New
16 17
18
19 20

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.