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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
MIH
751
Madison Investment Holdings
Wisconsin
$284K +$302K +4,814 New
ARMC
752
American Research & Management Company
Massachusetts
$284K +$303K +4,817 New
CWA
753
Constellation Wealth Advisors
New York
$280K +$298K +4,743 New
SC
754
StellarOne Corp
Virginia
$280K +$299K +4,755 New
EM
755
Excalibur Management
Massachusetts
$280K +$299K +4,756 New
CCG
756
Cypress Capital Group
Florida
$277K +$296K +4,703 New
WA
757
WealthTrust Axiom
Pennsylvania
$277K +$296K +4,705 New
KFS
758
Kurt F. Somerville
$274K +$291K +4,639 New
FDS
759
First Dallas Securities
Texas
$271K +$289K +4,598 New
WMSA
760
Weiss Multi-Strategy Advisers
New York
$271K +$289K +4,600 New
MCM
761
MAI Capital Management
Ohio
$270K +$288K +4,577 New
MC
762
Menta Capital
California
$265K +$283K +4,500 New
LPC
763
Loeb Partners Corp
New York
$263K +$280K +4,462 New
MAA
764
Mraz Amerine & Associates
California
$263K +$280K +4,464 New
STIA
765
Stone Toro Investment Advisers
New Jersey
$263K +$281K +4,472 New
STMM
766
South Texas Money Management
Texas
$259K +$276K +4,395 New
VC
767
Vestor Capital
Illinois
$256K +$273K +4,346 New
CTA
768
Colonial Trust Advisors
South Carolina
$255K +$272K +4,322 New
SC
769
Savant Capital
Illinois
$255K +$272K +4,324 New
AAIM
770
American Assets Investment Management
California
$253K +$270K +4,300 New
PJSIMP
771
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K +$270K +4,300 New
GGPS
772
Gary Goldberg Planning Services
New York
$252K +$268K +4,272 New
IC
773
InterOcean Capital
Illinois
$250K +$266K +4,240 New
FFC
774
First Financial Corp
Indiana
$248K +$264K +4,208 New
PTC
775
Private Trust Company
Ohio
$247K +$264K +4,199 New
29 30
31
32 33

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.