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PSXP

PHILLIPS 66 PARTNERS LP

Delisted

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

152 hedge funds and large institutions have $2.65B invested in PHILLIPS 66 PARTNERS LP in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $1.75M

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $2.3B → $2.65B (+$351M)

2% less funds holding

Funds holding: 155152 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
18
Increased
63
Reduced
41
Closed
20
Calls
$8.02M
Puts
$1.75M
Net Calls
+$6.28M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$90K +$24.3K +480 +38%
GWM
127
Geneos Wealth Management
Colorado
$71K +$203 +4 +0.3%
LF
128
Lee Financial
Texas
$65K +$7.96K +157 +14%
MFW
129
Mosaic Family Wealth
Missouri
$60K
AC
130
Avestar Capital
New York
$51K +$20.5K +405 +63%
DWA
131
Divergent Wealth Advisors
Utah
$50K +$710 +14 +1%
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$49K -$28.1K -554 -37%
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$3.29K +65 +8%
FHA
134
First Horizon Advisors
Tennessee
$43K +$4.61K +91 +12%
WPEP
135
Walnut Private Equity Partners
Nebraska
$37K
SMFS
136
Squar Milner Financial Services
California
$37K +$37K +730 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$34K +$15.2K +300 +80%
WT
138
Washington Trust
Rhode Island
$31K +$30.1K +594 New
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$28K +$2.23K +44 +9%
RFC
140
Regions Financial Corp
Alabama
$26K
QCG
141
Quadrant Capital Group
Ohio
$21K
POIA
142
Pin Oak Investment Advisors
Texas
$19K
RFWA
143
RPg Family Wealth Advisory
Massachusetts
$15.3K +$15.2K +300 New
CF
144
Centaurus Financial
California
$13K +$12.6K +248 New
BFEC
145
Benjamin F. Edwards & Company
Missouri
$10K
SFG
146
SevenBridge Financial Group
Pennsylvania
$10K
CFA
147
Carroll Financial Associates
North Carolina
$9K
YWP
148
YorkBridge Wealth Partners
New York
$8K
ClearBridge Investments
149
ClearBridge Investments
New York
$6K
APA
150
American Portfolios Advisors
New York
$5.11K