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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
SAM
126
Sandell Asset Management
New York
$23.6M +$25.1M +399,990 New
IA
127
Icon Advisers
Colorado
$23.4M +$25M +397,950 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$23.2M +$24.7M +393,549 New
LBG
129
Lloyds Banking Group
United Kingdom
$22.5M +$24M +381,751 New
ACI
130
AMP Capital Investors
Australia
$22.1M +$23.4M +372,430 New
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$22M +$23.5M +373,509 New
PWPCM
132
Perella Weinberg Partners Capital Management
New York
$22M +$23.4M +373,180 New
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$21.6M +$23.1M +367,356 New
CA
134
Commerzbank Aktiengesellschaft
Germany
$20.8M +$22.2M +353,834 New
AI
135
Analytic Investors
California
$20.7M +$22.1M +352,139 New
ANRF
136
Adams Natural Resources Fund
Maryland
$20.3M +$21.7M +345,275 New
BPM
137
Bronson Point Management
Connecticut
$20.3M +$21.6M +343,900 New
PP
138
PDT Partners
New York
$20.1M +$21.4M +340,560 New
HIM
139
Hermes Investment Management
United Kingdom
$19.9M +$21.3M +338,298 New
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$19.9M +$21.2M +337,709 New
QBFM
141
QS Batterymarch Financial Management
New York
$19.9M +$21.2M +337,387 New
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$19.7M +$21M +333,741 New
FRM
143
Foundation Resource Management
Arkansas
$19.6M +$20.9M +333,007 New
CBOA
144
Commonwealth Bank of Australia
Australia
$19.3M +$20.6M +328,029 New
WIC
145
Wood Investment Counsel
Colorado
$19.2M +$20.4M +325,274 New
Korea Investment Corp
146
Korea Investment Corp
South Korea
$19.1M +$20.4M +324,700 New
GLA
147
Great Lakes Advisors
Illinois
$19.1M +$20.3M +323,676 New
TPSF
148
Texas Permanent School Fund
Texas
$18.7M +$20M +317,740 New
TAM
149
Todd Asset Management
Kentucky
$18.2M +$19.4M +309,365 New
Aviva
150
Aviva
United Kingdom
$18M +$19.2M +305,249 New
4 5
6
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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.