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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
CAW
926
Cornerstone Advisors (Washington)
Washington
$3K +$3.14K +50 New
UB
927
UMB Bank
Missouri
$2.37K +$2.52M +40,179 New
WF
928
WealthTrust Fairport
Ohio
$2K +$1.89K +30 New
HCM
929
Horrell Capital Management
Arkansas
$2K +$2.14K +34 New
PCMK
930
Paragon Capital Management (Kansas)
Kansas
$1.59K +$1.69M +26,933 New
TIM
931
Tortoise Investment Management
New York
$1K +$691 +11 New
MIM
932
Macroview Investment Management
Maryland
$1K +$1.07K +17 New
BWM
933
Baystate Wealth Management
Massachusetts
$1K +$1.57K +25 New
FPCG
934
Fort Pitt Capital Group
Pennsylvania
$237 +$251 +4 New
OSAM
935
O'Shaughnessy Asset Management
Connecticut
– +$63 +1 New
IAS
936
INR Advisory Services
Pennsylvania
– +$314 +5 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.