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PSXP

PHILLIPS 66 PARTNERS LP

Delisted

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

155 hedge funds and large institutions have $2.3B invested in PHILLIPS 66 PARTNERS LP in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

34% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $4.05M

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

1% more funds holding

Funds holding: 153155 (+2)

12% less capital invested

Capital invested by funds: $2.62B → $2.3B (-$324M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
23
Increased
59
Reduced
42
Closed
18
Calls
$5.42M
Puts
$4.05M
Net Calls
+$1.37M
Net Calls Change
-$407K
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
126
Mosaic Family Wealth
Missouri
$56K
LF
127
Lee Financial
Texas
$54K +$57.7K +1,124 New
DWA
128
Divergent Wealth Advisors
Utah
$46K +$49.3K +960 New
EFSCE
129
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
FHA
130
First Horizon Advisors
Tennessee
$36K
WPEP
131
Walnut Private Equity Partners
Nebraska
$35K
PG
132
PEAK6 Group
Illinois
$35K +$37.7K +735 New
SWP
133
Stratos Wealth Partners
Ohio
$31K +$205 +4 +0.6%
AC
134
Avestar Capital
New York
$30K +$9.81K +191 +42%
SP
135
SWS Partners
Ohio
$29K +$30.9K +601 New
CPIG
136
Chicago Partners Investment Group
Illinois
$27K
HAM
137
Highstreet Asset Management
Ontario, Canada
$26K +$19.7K +384 +253%
RFC
138
Regions Financial Corp
Alabama
$25K
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$24K -$11.6K -225 -31%
MOS
140
MGO One Seven
Ohio
$22K +$154 +3 +0.6%
QCG
141
Quadrant Capital Group
Ohio
$20K
WDL
142
Well Done LLC
Michigan
$20K +$21.1K +410 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$18K
POIA
144
Pin Oak Investment Advisors
Texas
$18K
SEI Investments
145
SEI Investments
Pennsylvania
$17K +$18.6K +363 New
RPG
146
Risk Paradigm Group
Texas
$14.3K
BFEC
147
Benjamin F. Edwards & Company
Missouri
$10K
SFG
148
SevenBridge Financial Group
Pennsylvania
$10K
CFA
149
Carroll Financial Associates
North Carolina
$8K
YWP
150
YorkBridge Wealth Partners
New York
$7K -$4.62K -90 -38%

PSXP Hedge Fund Activity: Q1 2018 in Review

155 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PHILLIPS 66 PARTNERS LP (PSXP) for Q1 2018, worth a combined $2.3B — down 12% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSXP positions and 18 closed out — a net gain of 5 holders — while 59 added to existing stakes and 42 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $14.5M. The largest seller was NXG Investment Management, cutting an estimated $22.4M.

  • 155 institutional investors held PHILLIPS 66 PARTNERS LP (PSXP) as of Q1 2018, up from 153 in Q4 2017.
  • Funds reported $2.3B of PHILLIPS 66 PARTNERS LP stock for Q1 2018, down 12% quarter-over-quarter.
  • 23 funds opened new PHILLIPS 66 PARTNERS LP positions in Q1 2018 and 18 closed out, a net change of +5 holders.
  • The largest PHILLIPS 66 PARTNERS LP buyer in Q1 2018 was ALPS Advisors, an estimated $14.5M added.
  • The largest PHILLIPS 66 PARTNERS LP seller in Q1 2018 was NXG Investment Management, an estimated $22.4M sold.

Based on aggregated 13F filings for Q1 2018.