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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
WC
851
Whitnell & Co
Illinois
$92K +$97.7K +1,555 New
SFS
852
Signator Financial Services
Massachusetts
$88K +$94.2K +1,499 New
IFLIT
853
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$82K +$87.2K +1,387 New
KTC
854
Kistler-Tiffany Companies
Pennsylvania
$76K +$80.8K +1,286 New
HF
855
Hoxton Financial
West Virginia
$73K +$77.7K +1,237 New
MAM
856
Mizuho Asset Management
Japan
$71K +$75.2K +1,197 New
FMP
857
Financial Management Professionals
Texas
$68K +$72.1K +1,148 New
Financial Engines Advisors
858
Financial Engines Advisors
California
$65K +$69.6K +1,107 New
RFS
859
Rockefeller Financial Services
New York
$61K +$64.8K +1,031 New
BIM
860
Bridgecreek Investment Management
Oklahoma
$59K +$62.8K +1,000 New
FHC
861
First Horizon Corporation
Tennessee
$58K +$62K +986 New
RBC
862
Ronald Blue & Co
Georgia
$57K +$60.4K +962 New
FLC
863
Francis L. Coolidge
$56K +$60K +955 New
ACM
864
Aviance Capital Management
Florida
$54K +$57.3K +912 New
NYLT
865
New York Life Trust
New York
$54K +$57.6K +916 New
RIA
866
Regal Investment Advisors
Michigan
$54K +$57.6K +916 New
MA
867
MCF Advisors
Kentucky
$52K +$42.7K +680 New
BCAM
868
Boston Common Asset Management
Massachusetts
$52K +$55.6K +885 New
LNB
869
Ledyard National Bank
$50K +$52.7K +839 New
PMFA
870
Plante Moran Financial Advisors
Michigan
$50K +$53.5K +851 New
JIC
871
Joel Isaacson & Co
New York
$47K +$50.4K +802 New
IFWM
872
Institute for Wealth Management
Colorado
$46K +$49K +780 New
WCM
873
Windsor Capital Management
Arizona
$44K +$47.4K +754 New
DSC
874
Duncker Streett & Co
Missouri
$43K +$46.2K +735 New
CCM
875
Chilton Capital Management
Texas
$41K +$43.3K +689 New
33 34
35
36 37

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.