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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
ASRS
201
Arizona State Retirement System
Arizona
$10.8M +$11.5M +182,858 New
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$10.6M +$11.3M +179,443 New
FIM
203
Foresters Investment Management
New York
$10.5M +$11.2M +178,350 New
HBWM
204
Hollow Brook Wealth Management
New York
$10.5M +$11.2M +178,198 New
LMF
205
LMR Master Fund
Cayman Islands
$10.3M +$11M +174,312 New
FCAM
206
F&C Asset Management
United Kingdom
$10.2M +$10.9M +173,324 New
SC
207
Saturna Capital
Washington
$10.2M +$10.8M +172,534 New
EIM
208
ExxonMobil Investment Management
Texas
$10.1M +$10.8M +172,069 New
KCM
209
Kornitzer Capital Management
Kansas
$10.1M +$10.8M +171,602 New
OA
210
OFI Advisors
Pennsylvania
$9.67M +$10.3M +164,180 New
N
211
Nuveen
North Carolina
$9.54M +$10.2M +161,963 New
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$9.34M +$9.96M +158,487 New
TH
213
TCTC Holdings
Texas
$9.34M +$9.96M +158,490 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$9.13M +$9.74M +154,988 New
CAM
215
Congress Asset Management
Massachusetts
$9.11M +$9.71M +154,564 New
CT
216
Cambridge Trust
Massachusetts
$9.02M +$9.62M +153,129 New
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.87M +$9.47M +150,638 New
OTPPB
218
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.75M +$9.33M +148,474 New
SFM
219
Soros Fund Management
New York
$8.7M +$9.27M +147,600 New
SAM
220
Shell Asset Management
Netherlands
$8.66M +$9.24M +147,063 New
VFM
221
Viking Fund Management
North Dakota
$8.66M +$9.24M +147,000 New
Royal London Asset Management
222
Royal London Asset Management
United Kingdom
$8.54M +$9.07M +144,269 New
SIC
223
Schwartz Investment Counsel
Michigan
$8.43M +$8.99M +143,100 New
AIA
224
Avalon Investment & Advisory
Texas
$8.13M +$8.67M +137,943 New
NI
225
Numeric Investors
Massachusetts
$8.08M +$8.62M +137,150 New
7 8
9
10 11

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.