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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
BFIM
801
Beese Fulmer Investment Management
Ohio
$221K +$236K +3,757 New
LI
802
LMCG Investments
Massachusetts
$220K +$234K +3,723 New
NCM
803
Novare Capital Management
North Carolina
$220K +$234K +3,732 New
SI
804
Sprott Inc
Ontario, Canada
$218K +$232K +3,700 New
TT
805
Tower Trust
Indiana
$216K +$230K +3,658 New
TC
806
TradeLink Capital
Illinois
$215K +$226K +3,600 New
Envestnet Asset Management
807
Envestnet Asset Management
Illinois
$214K +$228K +3,633 New
BIM
808
Baldwin Investment Management
Pennsylvania
$209K +$223K +3,550 New
IH
809
IFC Holdings
Florida
$206K +$217K +3,451 New
SCA
810
STALEY CAPITAL ADVISERS
Pennsylvania
$206K +$220K +3,500 New
MIP
811
Marietta Investment Partners
Wisconsin
$205K +$219K +3,483 New
HCM
812
Hodges Capital Management
Texas
$205K +$219K +3,484 New
HPBT
813
High Point Bank & Trust
North Carolina
$204K +$217K +3,458 New
HT
814
HighTower Trust
Texas
$204K +$218K +3,462 New
FCH
815
Freestone Capital Holdings
Washington
$202K +$216K +3,430 New
PI
816
PineBridge Investments
New York
$202K +$216K +3,431 New
BBA
817
BLB&B Advisors
Pennsylvania
$202K +$216K +3,436 New
KIA
818
KCM Investment Advisors
California
$201K +$215K +3,416 New
WIL
819
Winifred I. Li
$194K +$207K +3,294 New
BC
820
Bartlett & Co
Ohio
$184K +$196K +3,116 New
TWA
821
TCI Wealth Advisors
Arizona
$181K +$193K +3,074 New
SAMC
822
Shinko Asset Management Company
Japan
$180K +$192K +3,050 New
HR
823
Howe & Rusling
New York
$169K +$180K +2,862 New
ST
824
Spot Trading
Illinois
$169K +$180K +2,872 New
BAM
825
Barrett Asset Management
New York
$167K +$178K +2,837 New
31 32
33
34 35

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.