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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
AII
76
AGF Investments Inc
Ontario, Canada
$53.8M +$57.4M +914,102 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$53.1M +$56.7M +901,778 New
BJ
78
BlackRock Japan
Japan
$52.7M +$56.2M +894,198 New
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$51.5M +$54.9M +873,609 New
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$49.4M +$52.7M +838,900 New
KeyBank National Association
81
KeyBank National Association
Ohio
$49.4M +$52.7M +838,743 New
VNIM
82
Vaughan Nelson Investment Management
Texas
$49.3M +$52.6M +836,890 New
PAM
83
Panagora Asset Management
Massachusetts
$49M +$52.3M +832,189 New
Millennium Management
84
Millennium Management
New York
$48.4M +$51.7M +822,432 New
MTB
85
Mizuho Trust & Banking
Japan
$48M +$51.2M +815,039 New
NRECA
86
National Rural Electric Cooperative Association
Virginia
$46.9M +$50M +795,550 New
Citigroup
87
Citigroup
New York
$45.9M +$48.9M +778,529 New
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$45M +$48M +764,669 New
AQR Capital Management
89
AQR Capital Management
Connecticut
$44.5M +$47.4M +754,652 New
TBC
90
Tweedy, Browne Co
Connecticut
$42.8M +$45.6M +726,116 New
GIA
91
Gateway Investment Advisers
Ohio
$42.7M +$45.5M +724,172 New
SCA
92
SAC Capital Advisors
Connecticut
$42.4M +$45.3M +720,531 New
HSBC Holdings
93
HSBC Holdings
United Kingdom
$42.2M +$45M +716,578 New
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$41.3M +$44M +700,369 New
PHAM
95
Pacific Heights Asset Management
California
$41.2M +$44M +700,000 New
WM
96
WS Management
Florida
$39.1M +$41.7M +663,637 New
AAMU
97
Amundi Asset Management US
Massachusetts
$39.1M +$41.7M +663,031 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.7M +$41.3M +657,136 New
SG Americas Securities
99
SG Americas Securities
New York
$38.1M +$40.7M +647,374 New
Barclays
100
Barclays
United Kingdom
$37.2M +$39.7M +631,561 New
2 3
4
5 6

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.