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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
PFPT
901
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K +$16.8K +268 New
JIR
902
James Investment Research
Ohio
$16K +$17.1K +272 New
LFG
903
LifePlan Financial Group
Ohio
$16K +$17.3K +275 New
FBT
904
Founders Bank & Trust
Michigan
$16K +$17.3K +276 New
OFS
905
Orrstown Financial Services
Pennsylvania
$15K +$15.7K +250 New
FAM
906
Fred Alger Management
New York
$15K +$15.8K +252 New
TCM
907
TD Capital Management
Tennessee
$15K +$16K +254 New
PAS
908
Partnervest Advisory Services
California
$15K +$16.1K +256 New
WCMN
909
Westchester Capital Management (Nebraska)
Nebraska
$15K +$16.3K +260 New
RI
910
Redwood Investments
Massachusetts
$14K +$15K +238 New
CCT
911
Capital City Trust
Florida
$12K +$12.6K +200 New
BTS
912
BB&T Securities
Virginia
$11.7K +$1.24M +19,807 New
Lazard Asset Management
913
Lazard Asset Management
New York
$11K +$11.8K +187 New
FA
914
Financial Advantage
Maryland
$9K +$9.74K +155 New
TSWM
915
Triangle Securities Wealth Management
North Carolina
$8K +$8.8K +140 New
TFA
916
Transamerica Financial Advisors
Florida
$7K +$7.29K +116 New
CW
917
Cobiz Wealth
Colorado
$7K +$7.98K +127 New
PG
918
PEAK6 Group
Illinois
$6.38K +$6.8M +108,209 New
AC
919
Alexandria Capital
Virginia
$6K +$6.41K +102 New
Thrivent Financial for Lutherans
920
Thrivent Financial for Lutherans
Minnesota
$5.77K +$6.15M +97,915 New
MMH
921
Menora Mivtachim Holdings
Israel
$5K +$4.84K +77 New
NCM
922
Nelson Capital Management
California
$5K +$5.78K +92 New
FHA
923
First Horizon Advisors
Tennessee
$4K +$4.27K +68 New
MAS
924
Madden Advisory Services
Florida
$4K +$4.34K +69 New
TCA
925
Tortoise Capital Advisors
Kansas
$3K +$2.95K +47 New
34 35 36
37
38

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.