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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
FSA
701
Franklin Street Advisors
North Carolina
$372K +$397K +6,321 New
CCM
702
Covington Capital Management
California
$371K +$396K +6,302 New
NPF
703
Norris Perne & French
Michigan
$370K +$395K +6,292 New
FNBT
704
FineMark National Bank & Trust
Florida
$368K +$392K +6,241 New
ZDA
705
Zweig-DiMenna Associates
New York
$365K +$389K +6,197 New
MRCM
706
M&R Capital Management
New Jersey
$358K +$382K +6,082 New
SCM
707
Shelton Capital Management
Colorado
$357K +$381K +6,062 New
PAM
708
Private Asset Management
California
$355K +$379K +6,025 New
MMG
709
Monetary Management Group
Missouri
$350K +$374K +5,952 New
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$349K +$372K +5,919 New
IFB
711
iAB Financial Bank
Indiana
$349K +$372K +5,925 New
FBC
712
Fairfield, Bush & Co
Connecticut
$348K +$371K +5,899 New
WSTAM
713
Wilbanks Smith & Thomas Asset Management
Virginia
$348K +$371K +5,910 New
NL
714
NWAM LLC
Washington
$348K +$372K +5,915 New
GA
715
Geneva Advisors
Illinois
$345K +$368K +5,851 New
FNB
716
First Niagara Bank
New York
$342K +$365K +5,806 New
WCM
717
Westend Capital Management
California
$341K +$363K +5,784 New
RBA
718
Richard Bernstein Advisors
New York
$335K +$357K +5,685 New
BAM
719
Berkshire Asset Management
Pennsylvania
$331K +$354K +5,627 New
TT
720
Tiedemann Trust
Delaware
$327K +$350K +5,566 New
BWP
721
Baldwin Wealth Partners
Massachusetts
$326K +$347K +5,529 New
PSI
722
Pinnacle Summer Investments
Virginia
$326K +$348K +5,543 New
CWM
723
Concert Wealth Management
California
$325K +$346K +5,513 New
CCM
724
Compton Capital Management
Rhode Island
$325K +$347K +5,525 New
MM
725
Midas Management
New York
$324K +$346K +5,500 New
27 28
29
30 31

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.