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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
TAM
626
Tocqueville Asset Management
New York
$543K +$579K +9,218 New
HSA
627
HBK Sorce Advisory
Pennsylvania
$542K +$578K +9,200 New
VFS
628
VSR Financial Services
Kansas
$540K +$576K +9,159 New
FA
629
FDx Advisors
Illinois
$538K +$574K +9,135 New
ANTB
630
AMG National Trust Bank
Colorado
$535K +$570K +9,077 New
WA
631
WFG Advisors
Texas
$535K +$571K +9,089 New
BHWM
632
Bar Harbor Wealth Management
New Hampshire
$534K +$570K +9,073 New
FFSOTS
633
Fiduciary Financial Services of The Southwest
Texas
$526K +$561K +8,931 New
MFS
634
MSI Financial Services
Massachusetts
$522K +$557K +8,860 New
NSIM
635
North Star Investment Management
Illinois
$512K +$546K +8,684 New
MPAM
636
Murphy Pohlad Asset Management
Minnesota
$509K +$543K +8,644 New
TCOT
637
Trust Company of Toledo
Ohio
$505K +$539K +8,575 New
CPO
638
Cerity Partners OCIO
New York
$503K +$536K +8,537 New
WS
639
Wedbush Securities
California
$501K +$534K +8,501 New
DIA
640
Denver Investment Advisors
Colorado
$501K +$534K +8,503 New
GG
641
Gofen & Glossberg
Illinois
$501K +$535K +8,511 New
NCMW
642
Northern Capital Management (Wisconsin)
Wisconsin
$499K +$532K +8,473 New
WAM
643
Weatherly Asset Management
California
$496K +$529K +8,421 New
QI
644
Quotient Investors
New York
$496K +$530K +8,427 New
Fisher Asset Management
645
Fisher Asset Management
Washington
$494K +$527K +8,391 New
FT
646
Fiduciary Trust
Massachusetts
$491K +$524K +8,341 New
NC
647
Northpointe Capital
Michigan
$488K +$520K +8,280 New
FAAS
648
First Allied Advisory Services
California
$481K +$513K +8,165 New
DBIA
649
Dumont & Blake Investment Advisors
New Jersey
$479K +$511K +8,138 New
KS
650
Karpas Strategies
Connecticut
$478K +$510K +8,121 New
24 25
26
27 28

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.