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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
CCM
826
Cazenove Capital Management
United Kingdom
$162K +$173K +2,750 New
RNS
827
Robert N. Shapiro
$151K +$161K +2,563 New
AFC
828
AFT Forsyth & Company
Florida
$150K +$160K +2,541 New
Canada Life
829
Canada Life
Manitoba, Canada
$148K +$158K +2,516 New
NES
830
New England Securities
New York
$147K +$157K +2,499 New
FCT
831
Family Capital Trust
Massachusetts
$147K +$157K +2,500 New
BOK
832
Bank of Kentucky
Kentucky
$137K +$146K +2,318 New
LFR
833
Lehman Financial Resources
Pennsylvania
$137K +$146K +2,322 New
CAL
834
Capital Analysts LLC
Pennsylvania
$134K +$143K +2,280 New
MCM
835
Matarin Capital Management
New York
$125K +$133K +2,114 New
ACM
836
Antonetti Capital Management
Florida
$122K +$131K +2,079 New
TF
837
Tompkins Financial
New York
$120K +$128K +2,036 New
FNBSF
838
First National Bank Sioux Falls
South Dakota
$118K +$126K +1,999 New
Northwestern Mutual Wealth Management
839
Northwestern Mutual Wealth Management
Wisconsin
$118K +$126K +2,000 New
SSG
840
Summit Securities Group
New York
$118K +$126K +2,000 New
OWP
841
Obermeyer Wealth Partners
Colorado
$117K +$124K +1,978 New
EWM
842
Edge Wealth Management
New York
$109K +$115K +1,832 New
FHB
843
First Hawaiian Bank
Hawaii
$105K +$112K +1,779 New
VCM
844
Vigilant Capital Management
Maine
$105K +$112K +1,787 New
DBT
845
Dubuque Bank & Trust
Iowa
$104K +$111K +1,762 New
M
846
MOTCO
Texas
$100K +$107K +1,699 New
EFSCE
847
Enterprise Financial Services Corp (EFSC)
Missouri
$99K +$105K +1,673 New
TCOV
848
Trust Company of Vermont
Vermont
$96K +$102K +1,628 New
ZTNA
849
Zions Trust National Association
Utah
$93K +$99K +1,575 New
CFSG
850
Community Financial Services Group
Vermont
$92K +$97.4K +1,550 New
32 33
34
35 36

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.