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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
SI
476
Stephens Inc
Arkansas
$1.2M +$1.28M +20,398 New
N
477
Natixis
France
$1.18M +$1.26M +20,000 New
ZIM
478
Zacks Investment Management
Illinois
$1.17M +$1.25M +19,927 New
WC
479
Whitney & Co
New York
$1.17M +$1.25M +19,916 New
IAS
480
IMA Advisory Services
Colorado
$1.17M +$1.25M +19,852 New
PPCM
481
Pillar Pacific Capital Management
California
$1.16M +$1.24M +19,707 New
VDI
482
Vaughan David Investments
Illinois
$1.14M +$1.21M +19,275 New
KFA
483
Kelleher Financial Advisors
New York
$1.13M +$1.21M +19,219 New
FMLI
484
Fukoku Mutual Life Insurance
Japan
$1.13M +$1.2M +19,150 New
BFO
485
Boston Family Office
Massachusetts
$1.12M +$1.2M +19,084 New
SAS
486
Spectrum Advisory Services
Georgia
$1.11M +$1.19M +18,896 New
FPTW
487
Franklin, Parlapiano, Turner & Welch
Texas
$1.11M +$1.19M +18,871 New
GAM
488
Garrison Asset Management
Arkansas
$1.1M +$1.18M +18,737 New
EWM
489
Evercore Wealth Management
New York
$1.1M +$1.17M +18,676 New
BCMO
490
Buckingham Capital Management (Ohio)
Ohio
$1.09M +$1.17M +18,553 New
RIL
491
Rothschild Investment LLC
Illinois
$1.09M +$1.17M +18,545 New
BA
492
Bridgewater Associates
Connecticut
$1.09M +$1.16M +18,450 New
UCFA
493
United Capital Financial Advisors
Texas
$1.08M +$1.16M +18,399 New
KCG
494
Knight Capital Group
$1.08M +$1.15M +18,317 New
SWM
495
Segment Wealth Management
Texas
$1.07M +$1.14M +18,088 New
GCM
496
GeoSphere Capital Management
Florida
$1.06M +$1.13M +18,000 New
CM
497
Castleark Management
Illinois
$1.06M +$1.13M +17,950 New
ST
498
Stifel Trust
Missouri
$1.05M +$1.12M +17,900 New
PAM
499
PartnerRe Asset Management
Connecticut
$1.05M +$1.12M +17,867 New
DSA
500
Davis Selected Advisers
Arizona
$1.05M +$1.12M +17,845 New
18 19
20
21 22

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.