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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
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$241M +$257M +4,088,470 New
BA
27
BlackRock Advisors
Delaware
$233M +$248M +3,951,128 New
TCIM
28
TIAA CREF Investment Management
New York
$222M +$237M +3,775,710 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$208M +$222M +3,537,707 New
RP
30
RR Partners
New York
$207M +$220M +3,505,750 New
Deutsche Bank
31
Deutsche Bank
Germany
$196M +$209M +3,324,912 New
Prudential Financial
32
Prudential Financial
New Jersey
$168M +$179M +2,849,731 New
Legal & General Group
33
Legal & General Group
United Kingdom
$165M +$176M +2,795,222 New
Bank of America
34
Bank of America
North Carolina
$158M +$168M +2,676,048 New
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$136M +$145M +2,308,152 New
Jennison Associates
36
Jennison Associates
New York
$126M +$135M +2,145,945 New
Goldman Sachs
37
Goldman Sachs
New York
$126M +$134M +2,135,914 New
Invesco
38
Invesco
Georgia
$123M +$131M +2,085,207 New
GCM
39
Glenview Capital Management
New York
$119M +$127M +2,014,945 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$113M +$121M +1,923,771 New
BIM
41
BlackRock Investment Management
Delaware
$113M +$120M +1,917,485 New
UBS AM
42
UBS AM
Illinois
$106M +$113M +1,803,585 New
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$101M +$108M +1,712,759 New
Citadel Advisors
44
Citadel Advisors
Florida
$96.6M +$103M +1,639,212 New
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$95.8M +$102M +1,626,529 New
Aristotle Capital Management
46
Aristotle Capital Management
California
$94.8M +$101M +1,609,970 New
Charles Schwab
47
Charles Schwab
California
$93.8M +$100M +1,591,699 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$92.2M +$98.4M +1,565,336 New
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$90.3M +$96.3M +1,532,672 New
RFC
50
Russell Frank Company
Washington
$89.6M +$95.6M +1,521,234 New
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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.