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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B +$1.81B +28,865,660 New
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$1.6B +$1.71B +27,163,918 New
State Street
3
State Street
Massachusetts
$1.54B +$1.64B +26,090,370 New
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.05B +$1.12B +17,836,242 New
BIT
5
BlackRock Institutional Trust
California
$968M +$1.03B +16,430,296 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$918M +$979M +15,575,712 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$664M +$708M +11,270,822 New
WRF
8
Waddell & Reed Financial
Kansas
$604M +$644M +10,252,647 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$601M +$641M +10,203,087 New
JP Morgan Chase
10
JP Morgan Chase
New York
$596M +$636M +10,119,688 New
Capital World Investors
11
Capital World Investors
California
$486M +$518M +8,250,000 New
Northern Trust
12
Northern Trust
Illinois
$484M +$516M +8,215,086 New
BFA
13
BlackRock Fund Advisors
California
$388M +$414M +6,586,874 New
Wellington Management Group
14
Wellington Management Group
Massachusetts
$357M +$381M +6,062,527 New
Wells Fargo
15
Wells Fargo
California
$345M +$368M +5,848,820 New
EVM
16
Eaton Vance Management
Massachusetts
$344M +$367M +5,836,360 New
Morgan Stanley
17
Morgan Stanley
New York
$343M +$366M +5,829,914 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$331M +$353M +5,625,839 New
BG
19
BlackRock Group
United Kingdom
$303M +$323M +5,143,223 New
Norges Bank
20
Norges Bank
Norway
$299M +$319M +5,073,875 New
Boston Partners
21
Boston Partners
Massachusetts
$278M +$296M +4,718,653 New
JHIU
22
Janus Henderson Investors US
Colorado
$258M +$275M +4,375,770 New
LSV Asset Management
23
LSV Asset Management
Illinois
$256M +$274M +4,352,945 New
Ameriprise
24
Ameriprise
Minnesota
$254M +$270M +4,304,878 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$247M +$264M +4,196,987 New
1
2 3 4 5

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.