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PSXP

PHILLIPS 66 PARTNERS LP
PSXP

Delisted

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

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167 hedge funds and large institutions have $2.25B invested in PHILLIPS 66 PARTNERS LP in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

26% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.29M

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

5% more funds holding

Funds holding: 159 → 167 (+8)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

20% less capital invested

Capital invested by funds: $2.8B → $2.25B (-$549M)

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
32
Increased
55
Reduced
49
Closed
22
Calls
$1.63M
Puts
$1.29M
Net Calls
+$341K
Net Calls Change
-$765K

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$33.4M
2
Morgan Stanley
Morgan Stanley
New York
+$17.1M
3
EGA
Eagle Global Advisors
Texas
+$12.3M
4
BC
Brookfield Corp
Ontario, Canada
+$8.05M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.28M

Top Sellers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
-$52.4M
2
CCM
Chickasaw Capital Management
Tennessee
-$35.4M
3
TCA
Tortoise Capital Advisors
Kansas
-$29.6M
4
NIM
NXG Investment Management
Texas
-$23.4M
5
Goldman Sachs
Goldman Sachs
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$83K +$62.6K +1,292 +190%
TFA
127
Toth Financial Advisory
Virginia
$78K -$444K -9,158 -83%
S
128
SignatureFD
Georgia
$77K -$307K -6,325 -78%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$75K – – –
Ameriprise
130
Ameriprise
Minnesota
$66K – – –
GWM
131
Geneos Wealth Management
Colorado
$58K +$194 +4 +0.3%
AC
132
Avestar Capital
New York
$46K – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$44K – – –
CAM
134
Cresset Asset Management
Illinois
$37K +$42.7K +881 New
MFW
135
Mosaic Family Wealth
Missouri
$36K – – –
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$35K +$970 +20 +2%
LC
137
Lindbrook Capital
California
$34K +$39.8K +820 New
FHA
138
First Horizon Advisors
Tennessee
$31K -$5.04K -104 -12%
SMFS
139
Squar Milner Financial Services
California
$30K -$1.21K -25 -3%
MSFP
140
Mark Sheptoff Financial Planning
Connecticut
$29K +$33.9K +700 New
AIL
141
AGF Investments LLC
Ontario, Canada
$28K +$10.9K +225 +50%
APA
142
American Portfolios Advisors
New York
$27.4K +$26.7K +550 +550%
SWM
143
SeaCrest Wealth Management
New York
$26K -$2.67K -55 -8%
CC
144
Claybrook Capital
Massachusetts
$23K +$26.3K +543 New
WDL
145
Well Done LLC
Michigan
$23K +$26.3K +543 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$18K – – –
QCG
147
Quadrant Capital Group
Ohio
$17K – – –
POIA
148
Pin Oak Investment Advisors
Texas
$15K – – –
Bessemer Group
149
Bessemer Group
New Jersey
$13K +$921 +19 +6%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$14.5K +300 New
4 5
6
7 8

PSXP Hedge Fund Activity: Q4 2018 in Review

167 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PHILLIPS 66 PARTNERS LP (PSXP) for Q4 2018, worth a combined $2.25B — down 20% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PSXP positions and 22 closed out — a net gain of 10 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $33.4M. The largest seller was OppenheimerFunds, cutting an estimated $52.4M.

  • 167 institutional investors held PHILLIPS 66 PARTNERS LP (PSXP) as of Q4 2018, up from 159 in Q3 2018.
  • Funds reported $2.25B of PHILLIPS 66 PARTNERS LP stock for Q4 2018, down 20% quarter-over-quarter.
  • 32 funds opened new PHILLIPS 66 PARTNERS LP positions in Q4 2018 and 22 closed out, a net change of +10 holders.
  • The largest PHILLIPS 66 PARTNERS LP buyer in Q4 2018 was ALPS Advisors, an estimated $33.4M added.
  • The largest PHILLIPS 66 PARTNERS LP seller in Q4 2018 was OppenheimerFunds, an estimated $52.4M sold.

Based on aggregated 13F filings for Q4 2018.