We are live on ! Find out more
PSX icon

Phillips 66
PSX

1,001 hedge funds and large institutions have $32.2B invested in Phillips 66 in 2013 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 296 increasing their positions, 415 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more funds holding in top 10

Funds holding in top 10: 8 → 25 (+17)

148% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 69

34% more capital invested

Capital invested by funds: $24B → $32.2B (+$8.2B)

20% more call options, than puts

Call options by funds: $608M | Put options by funds: $505M

10% more funds holding

Funds holding: 910 → 1,001 (+91)

1.7% more ownership

Funds ownership: 68.08% → 69.78% (+1.7%)

29% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 415

Holders
1,001
Holders Change
+91
Holders Change %
+10%
% of All Funds
29.06%
Holding in Top 10
25
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+212.5%
% of All Funds
0.73%
New
171
Increased
296
Reduced
415
Closed
69
Calls
$608M
Puts
$505M
Net Calls
+$103M
Net Calls Change
-$130M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$157M
2
JP Morgan Chase
JP Morgan Chase
New York
+$132M
3
Boston Partners
Boston Partners
Massachusetts
+$130M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$126M
5
WRF
Waddell & Reed Financial
Kansas
+$124M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$137M
2
JHIU
Janus Henderson Investors US
Colorado
-$119M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$118M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$104M
5
Deutsche Bank
Deutsche Bank
Germany
-$93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$41.8M -$123K -1,845 -0.3%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5M -$169K -2,531 -0.5%
WCM
103
Winton Capital Management
United Kingdom
$39.9M +$9.9M +148,367 +40%
PAM
104
Panagora Asset Management
Massachusetts
$39.5M -$804K -12,051 -2%
BCIM
105
British Columbia Investment Management
British Columbia, Canada
$37.8M -$1.84M -27,636 -5%
NIM
106
NXG Investment Management
Texas
$37.3M +$184K +2,756 +0.6%
SG Americas Securities
107
SG Americas Securities
New York
$36.8M -$14M -209,697 -31%
O
108
OppenheimerFunds
New York
$36.6M +$2.49M +37,400 +9%
US Bancorp
109
US Bancorp
Minnesota
$36.5M -$1.48M -22,143 -4%
N
110
Natixis
France
$36.3M -$16.7M -250,000 -35%
Citigroup
111
Citigroup
New York
$35.6M -$8.86M -132,859 -22%
Two Sigma Investments
112
Two Sigma Investments
New York
$35.6M -$34.8M -521,269 -53%
BPM
113
Bronson Point Management
Connecticut
$34.7M -$1.7M -25,500 -5%
Nomura Holdings
114
Nomura Holdings
Japan
$34.6M -$5.55M -83,177 -16%
WJA
115
Williams Jones & Associates
New York
$34M +$14M +209,472 +91%
PI
116
PGGM Investments
Netherlands
$33.8M +$29.2M +438,059 New
SCP
117
Seizert Capital Partners
Michigan
$33.6M -$602K -9,026 -2%
U
118
UBS
Switzerland
$33.6M -$3.54M -53,026 -11%
RFC
119
Regions Financial Corp
Alabama
$33M +$1.36M +20,442 +5%
SO
120
STRS Ohio
Ohio
$32.5M +$1.31M +19,700 +5%
GF
121
Gabelli Funds
New York
$32.5M -$4.8M -72,000 -15%
SONJCPFA
122
State of New Jersey Common Pension Fund A
New Jersey
$32.4M -$42M -630,000 -60%
TBC
123
Tweedy, Browne Co
Connecticut
$31.8M -$788K -11,814 -3%
CCP
124
Clough Capital Partners
Massachusetts
$31.4M +$27.2M +407,300 New
BC
125
Brinker Capital
Pennsylvania
$31.2M +$20.7M +310,397 +331%
3 4
5
6 7

PSX Hedge Fund Activity: Q4 2013 in Review

1,001 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2013, worth a combined $32.2B — up 34% from $24B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new PSX positions and 69 closed out — a net gain of 102 holders — while 296 added to existing stakes and 415 trimmed.

The largest buyer was VanEck Associates, adding an estimated $157M. The largest seller was Eaton Vance Management, cutting an estimated $137M.

  • 1,001 institutional investors held Phillips 66 (PSX) as of Q4 2013, up from 910 in Q3 2013.
  • Funds reported $32.2B of Phillips 66 stock for Q4 2013, up 34% quarter-over-quarter.
  • 171 funds opened new Phillips 66 positions in Q4 2013 and 69 closed out, a net change of +102 holders.
  • The largest Phillips 66 buyer in Q4 2013 was VanEck Associates, an estimated $157M added.
  • The largest Phillips 66 seller in Q4 2013 was Eaton Vance Management, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2013.