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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
Tudor Investment Corp
776
Tudor Investment Corp
Connecticut
$247K +$264K +4,200 New
VCM
777
Violich Capital Management
California
$244K +$261K +4,150 New
FMBTD
778
First Midwest Bank Trust Division
Illinois
$243K +$259K +4,119 New
EGA
779
Eagle Global Advisors
Texas
$243K +$259K +4,129 New
FMT
780
First Mercantile Trust
Tennessee
$242K +$258K +4,100 New
SFT
781
Simmons First Trust
Arkansas
$242K +$259K +4,114 New
TYCC
782
Texas Yale Capital Corp
Florida
$241K +$257K +4,083 New
KIG
783
Kovitz Investment Group
Illinois
$240K +$256K +4,077 New
BCM
784
BTR Capital Management
California
$239K +$255K +4,058 New
LCM
785
LVM Capital Management
Michigan
$237K +$253K +4,025 New
SRC
786
Shufro Rose & Co
New York
$237K +$253K +4,028 New
SIA
787
Sit Investment Associates
Minnesota
$237K +$253K +4,031 New
HIM
788
Hillsdale Investment Management
Ontario, Canada
$236K +$251K +4,000 New
HH
789
Hilltop Holdings
Texas
$234K +$249K +3,970 New
EIA
790
Edgemoor Investment Advisors
Maryland
$232K +$247K +3,930 New
NB
791
NBT Bank
New York
$231K +$246K +3,917 New
ICAS
792
Investors Capital Advisory Services
Massachusetts
$231K +$247K +3,924 New
IA
793
IndexIQ Advisors
New York
$230K +$245K +3,897 New
JRP
794
Jasper Ridge Partners
California
$230K +$246K +3,910 New
IIM
795
Ipswich Investment Management
Massachusetts
$225K +$240K +3,820 New
AA
796
Apriem Advisors
California
$224K +$238K +3,794 New
BUB
797
BBVA USA Bancshares
Texas
$223K +$238K +3,787 New
BFS
798
Bradley Foster & Sargent
Connecticut
$221K +$236K +3,748 New
CC
799
Curian Capital
Colorado
$221K +$236K +3,748 New
ST
800
Smithfield Trust
Pennsylvania
$221K +$236K +3,754 New
30 31
32
33 34

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.