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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
KACA
176
Kayne Anderson Capital Advisors
California
$13.9M +$14.8M +235,500 New
Asset Management One
177
Asset Management One
Japan
$13.8M +$14.7M +234,677 New
AIMCA
178
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.6M +$13.8M +220,000 New
BC
179
Brinker Capital
Pennsylvania
$13.3M +$14.2M +226,324 New
Federated Hermes
180
Federated Hermes
Pennsylvania
$13.2M +$14.1M +224,841 New
KBC Group
181
KBC Group
Belgium
$13.1M +$14M +223,050 New
TVM
182
Tiger Veda Management
New York
$13.1M +$13.9M +222,000 New
FCBT
183
First Citizens Bank & Trust
North Carolina
$12.7M +$13.5M +215,511 New
RMDI
184
R.M. Davis Inc
Maine
$12.6M +$13.4M +213,467 New
Public Sector Pension Investment Board (PSP Investments)
185
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M +$13.4M +212,950 New
SIM
186
Spark Investment Management
New York
$12.5M +$13.3M +211,800 New
TSU
187
TD Securities (USA)
New York
$12.4M +$13.3M +211,141 New
CC
188
Cambrian Capital
California
$12.2M +$13.1M +207,750 New
AC
189
Amiya Capital
United Kingdom
$11.8M +$12.6M +200,100 New
AAF
190
Andra AP-fonden
Sweden
$11.8M +$12.5M +199,500 New
SB
191
Suntrust Banks
Georgia
$11.4M +$12.2M +193,950 New
First Trust Advisors
192
First Trust Advisors
Illinois
$11.4M +$12.2M +193,840 New
RCM
193
Riverhead Capital Management
Delaware
$11.3M +$12.1M +191,914 New
HIMCH
194
Hartford Investment Management Co (HIMCO)
Connecticut
$11.2M +$11.9M +189,940 New
Neuberger Berman Group
195
Neuberger Berman Group
New York
$11.1M +$11.8M +187,846 New
FAF
196
Fjarde Ap-fonden
Sweden
$10.9M +$11.6M +184,981 New
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$10.9M +$11.6M +184,827 New
FWCM
198
Ferguson Wellman Capital Management
Oregon
$10.9M +$11.6M +184,380 New
Nomura Asset Management
199
Nomura Asset Management
Japan
$10.9M +$11.6M +184,368 New
CEP
200
Chicago Equity Partners
Illinois
$10.8M +$11.5M +182,931 New
6 7
8
9 10

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.