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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
SF
676
Synovus Financial
Georgia
$429K +$457K +7,280 New
SKK
677
Shepherd Kaplan Krochuk
Massachusetts
$427K +$456K +7,256 New
CG
678
Clinton Group
New York
$424K +$452K +7,198 New
BFEC
679
Benjamin F. Edwards & Company
Missouri
$424K +$453K +7,203 New
FLPIM
680
F.L. Putnam Investment Management
Massachusetts
$423K +$452K +7,187 New
CFA
681
Carroll Financial Associates
North Carolina
$422K +$450K +7,166 New
CICI
682
Capital Investment Counsel Inc
North Carolina
$418K +$446K +7,098 New
CNAM
683
Campbell Newman Asset Management
Wisconsin
$417K +$445K +7,075 New
ECM
684
Estabrook Capital Management
New York
$410K +$438K +6,965 New
ONB
685
Old National Bancorp
Indiana
$407K +$435K +6,922 New
PWP
686
Private Wealth Partners
California
$406K +$433K +6,893 New
AIP
687
Ameritas Investment Partners
Nebraska
$404K +$430K +6,850 New
GF
688
Gerstein Fisher
New York
$400K +$426K +6,785 New
RSVP
689
Ramsay Stattman Vela & Price
Colorado
$397K +$423K +6,731 New
EIM
690
Emerson Investment Management
Massachusetts
$391K +$417K +6,641 New
PAMG
691
Patton Albertson Miller Group
Tennessee
$390K +$416K +6,626 New
BA
692
Birinyi Associates
Connecticut
$389K +$415K +6,600 New
RG
693
Rathbones Group
United Kingdom
$386K +$412K +6,554 New
EMG
694
Ellington Management Group
Connecticut
$383K +$408K +6,500 New
DWT
695
Dorsey & Whitney Trust
South Dakota
$382K +$407K +6,482 New
HCM
696
Hengehold Capital Management
Ohio
$381K +$407K +6,474 New
BCB
697
Brian C. Broderick
$379K +$405K +6,443 New
PRC
698
Platte River Capital
Colorado
$376K +$402K +6,390 New
CCMD
699
Cypress Capital Management (Delaware)
Delaware
$374K +$399K +6,352 New
EA
700
Emerald Advisers
Pennsylvania
$373K +$398K +6,338 New
26 27
28
29 30

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.