We are live on ! Find out more
PSXP

PHILLIPS 66 PARTNERS LP

Delisted

PSXP was delisted on the 8th of March, 2022.

148 hedge funds and large institutions have $2.2B invested in PHILLIPS 66 PARTNERS LP in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

2% more capital invested

Capital invested by funds: $2.16B → $2.2B (+$33.1M)

7% less call options, than puts

Call options by funds: $1.9M | Put options by funds: $2.04M

3% less funds holding

Funds holding: 152148 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
11
Increased
59
Reduced
48
Closed
15
Calls
$1.9M
Puts
$2.04M
Net Calls
-$141K
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$59K +$18K +355 +43%
FHA
127
First Horizon Advisors
Tennessee
$47K
AIM
128
Acrospire Investment Management
Illinois
$43K +$44.3K +875 New
EFSCE
129
Enterprise Financial Services Corp (EFSC)
Missouri
$41K
WPEP
130
Walnut Private Equity Partners
Nebraska
$36K
CPIG
131
Chicago Partners Investment Group
Illinois
$27K
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$26K -$15.2K -300 -37%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$20K +$7.6K +150 +60%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$18K
QCG
135
Quadrant Capital Group
Ohio
$17K +$2.13K +42 +14%
RPG
136
Risk Paradigm Group
Texas
$14.8K +$15.2K +300 New
AWM
137
Avior Wealth Management
Nebraska
$14K
TWMP
138
Taylor Wealth Management Partners
Massachusetts
$12K
Group One Trading
139
Group One Trading
Illinois
$12K +$11.9K +235 New
YWP
140
YorkBridge Wealth Partners
New York
$11K +$1.17K +23 +12%
SFG
141
SevenBridge Financial Group
Pennsylvania
$10K
CFA
142
Carroll Financial Associates
North Carolina
$8K
HAM
143
Highstreet Asset Management
Ontario, Canada
$8K +$7.7K +152 New
SAM
144
Solaris Asset Management
New York
$7K
TFO
145
Tarbox Family Office
California
$5K
BWA
146
BDO Wealth Advisors
Florida
$5K +$4.86K +96 New
Cohen & Steers
147
Cohen & Steers
New York
$4K -$1.65M -32,500 -100%
HI
148
Hudock Inc
Pennsylvania
$2K +$3.04K +60 New
Walleye Trading
149
Walleye Trading
New York
$547 -$261K -5,159 -32%
LMGAM
150
Liberty Mutual Group Asset Management
Massachusetts
-$2.71M -52,841 Closed

PSXP Hedge Fund Activity: Q2 2017 in Review

148 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHILLIPS 66 PARTNERS LP (PSXP) for Q2 2017, worth a combined $2.2B — up 1.5% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PSXP and 11 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 59 added.

The largest buyer was OppenheimerFunds, adding an estimated $119M. The largest seller was Center Coast Capital Advisors, cutting an estimated $32.4M.

  • 148 institutional investors held PHILLIPS 66 PARTNERS LP (PSXP) as of Q2 2017, down from 152 in Q1 2017.
  • Funds reported $2.2B of PHILLIPS 66 PARTNERS LP stock for Q2 2017, up 1.5% quarter-over-quarter.
  • 11 funds opened new PHILLIPS 66 PARTNERS LP positions in Q2 2017 and 15 closed out, a net change of -4 holders.
  • The largest PHILLIPS 66 PARTNERS LP buyer in Q2 2017 was OppenheimerFunds, an estimated $119M added.
  • The largest PHILLIPS 66 PARTNERS LP seller in Q2 2017 was Center Coast Capital Advisors, an estimated $32.4M sold.

Based on aggregated 13F filings for Q2 2017.