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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
RB
726
Rodgers Brothers
Pennsylvania
$324K +$346K +5,500 New
EWA
727
EP Wealth Advisors
California
$324K +$346K +5,504 New
LBC
728
Lowe Brockenbrough & Co
Virginia
$319K +$340K +5,412 New
CIM
729
Corbyn Investment Management
Maryland
$317K +$338K +5,380 New
AB
730
Atlas Brown
Kentucky
$315K +$336K +5,350 New
HCM
731
Howland Capital Management
Massachusetts
$312K +$332K +5,291 New
Harris Associates
732
Harris Associates
Illinois
$312K +$333K +5,300 New
MCM
733
Maryland Capital Management
Maryland
$309K +$329K +5,243 New
UR
734
USCA RIA
Texas
$308K +$328K +5,223 New
Toronto Dominion Bank
735
Toronto Dominion Bank
Ontario, Canada
$306K +$325K +5,173 New
LWCFA
736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K +$325K +5,173 New
WI
737
Wedgewood Investors
Pennsylvania
$304K +$324K +5,164 New
KB
738
Kimelman & Baird
New York
$303K +$324K +5,150 New
Dodge & Cox
739
Dodge & Cox
California
$300K +$320K +5,100 New
FC
740
Fiera Capital
New York
$298K +$318K +5,065 New
CS
741
Cannell & Spears
New York
$297K +$317K +5,047 New
GIS
742
Guardian Investor Services
New York
$297K +$317K +5,049 New
UFG
743
United Fire Group
Iowa
$296K +$316K +5,029 New
MWR
744
McAdams Wright Ragen
Washington
$295K +$314K +5,004 New
LW
745
Linscomb Wealth
Texas
$293K +$312K +4,967 New
ACM
746
Azimuth Capital Management
Michigan
$293K +$312K +4,972 New
BHA
747
Beech Hill Advisors
New York
$293K +$313K +4,975 New
OWD
748
Osborn Williams & Donohoe
Ohio
$291K +$311K +4,947 New
WOC
749
West Oak Capital
California
$290K +$309K +4,924 New
PFS
750
Prospera Financial Services
Texas
$287K +$306K +4,870 New
28 29
30
31 32

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.