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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
CC
576
ClearArc Capital
Ohio
$700K +$747K +11,890 New
BPBT
577
Boston Private Bank & Trust
Massachusetts
$696K +$743K +11,819 New
MCM
578
Maple Capital Management
Vermont
$694K +$740K +11,784 New
ECM
579
ETrade Capital Management
Virginia
$692K +$738K +11,743 New
P
580
Pitcairn
Pennsylvania
$685K +$731K +11,629 New
WTIM
581
Wilmington Trust Investment Management
Delaware
$684K +$730K +11,612 New
LKIM
582
Lawson Kroeker Investment Management
Nebraska
$683K +$728K +11,590 New
AT
583
Arden Trust
Delaware
$683K +$729K +11,594 New
DCM
584
Dupont Capital Management
Delaware
$683K +$729K +11,600 New
PCM
585
Prelude Capital Management
New York
$682K +$728K +11,581 New
HDIM
586
Hanson & Doremus Investment Management
Vermont
$677K +$722K +11,485 New
SNT
587
Security National Trust
West Virginia
$671K +$716K +11,393 New
DWA
588
Douglass Winthrop Advisors
New York
$671K +$716K +11,394 New
ICM
589
ICC Capital Management
Florida
$669K +$713K +11,350 New
TBA
590
Tower Bridge Advisors
Pennsylvania
$669K +$713K +11,349 New
SHA
591
Smith Hayes Advisers
Nebraska
$667K +$711K +11,319 New
MNA
592
Manning & Napier Advisors
New York
$667K +$712K +11,334 New
BA
593
Bennicas & Associates
California
$663K +$708K +11,260 New
RIM
594
Regent Investment Management
Kentucky
$656K +$699K +11,128 New
CAM
595
Cubic Asset Management
Massachusetts
$652K +$696K +11,074 New
ATC
596
Adirondack Trust Company
New York
$648K +$691K +10,995 New
American Century Companies
597
American Century Companies
Missouri
$644K +$687K +10,926 New
RJT
598
Raymond James Trust
Florida
$644K +$687K +10,929 New
ECM
599
Everence Capital Management
Indiana
$643K +$685K +10,907 New
CT
600
Coastline Trust
Rhode Island
$633K +$674K +10,734 New
22 23
24
25 26

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.