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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
SA
601
Strategic Advisors
New York
$632K +$674K +10,722 New
WSCM
602
Wellington Shields Capital Management
New York
$632K +$674K +10,730 New
LIA
603
LS Investment Advisors
Michigan
$605K +$645K +10,267 New
BCM
604
Bluefin Capital Management
New York
$600K +$639K +10,167 New
AHC
605
Adell Harriman & Carpenter
Texas
$600K +$640K +10,180 New
SCM
606
Southport Capital Management
Tennessee
$595K +$635K +10,105 New
VanEck Associates
607
VanEck Associates
New York
$595K +$635K +10,105 New
RT
608
Reliance Trust
Georgia
$595K +$635K +10,111 New
CI
609
Constellation Investments
Ohio
$586K +$625K +9,950 New
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$585K +$624K +9,923 New
BBHC
611
Brown Brothers Harriman & Co
New York
$584K +$623K +9,920 New
Verition Fund Management
612
Verition Fund Management
Connecticut
$583K +$622K +9,892 New
BRWA
613
B. Riley Wealth Advisors
Florida
$583K +$622K +9,897 New
AAM
614
AR Asset Management
California
$580K +$619K +9,850 New
PAM
615
Palisade Asset Management
Minnesota
$571K +$609K +9,689 New
MYAM
616
Meiji Yasuda Asset Management
Japan
$569K +$605K +9,634 New
CCFCSB
617
Cape Cod Five Cents Savings Bank
Massachusetts
$563K +$601K +9,557 New
NRS
618
Neville Rodie & Shaw
New York
$558K +$595K +9,467 New
LIC
619
Lodestar Investment Counsel
Illinois
$556K +$593K +9,430 New
IRS
620
Invictus RG (Singapore)
Singapore
$552K +$589K +9,377 New
WT
621
Whittier Trust
California
$551K +$588K +9,360 New
FTIOP
622
Fiduciary Trust International of Pennsylvania
Pennsylvania
$548K +$585K +9,307 New
MMCM
623
Marque Millennium Capital Management
New York
$548K +$585K +9,308 New
AW
624
Alpha Windward
Massachusetts
$547K +$583K +9,280 New
FFBTD
625
First Financial Bank - Trust Division
Ohio
$547K +$583K +9,282 New
23 24
25
26 27

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.