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PSXP

PHILLIPS 66 PARTNERS LP

Delisted

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

156 hedge funds and large institutions have $1.27B invested in PHILLIPS 66 PARTNERS LP in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $11.1M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $1.17B → $1.27B (+$101M)

6% more funds holding

Funds holding: 147156 (+9)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 60

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
37
Reduced
60
Closed
18
Calls
$44.1M
Puts
$11.1M
Net Calls
+$33.1M
Net Calls Change
+$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
126
FourThought Financial
Florida
$42K +$41.6K +1,597 New
APA
127
American Portfolios Advisors
New York
$40.9K
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$40K -$5.99K -230 -13%
AW
129
Avion Wealth
Texas
$40K
LF
130
Lee Financial
Texas
$37K
FCH
131
Freestone Capital Holdings
Washington
$30.6K -$178K -6,825 -85%
CL
132
COWA LLC
Oklahoma
$30K +$26K +1,000 New
PFBT
133
Parkside Financial Bank & Trust
Missouri
$29K -$70.9K -2,723 -71%
AF
134
Advisornet Financial
Minnesota
$29K +$963 +37 +3%
FHA
135
First Horizon Advisors
Tennessee
$21K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$20K
MSFP
137
Mark Sheptoff Financial Planning
Connecticut
$18K
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$16K
AIC
139
Archer Investment Corporation
Indiana
$15.3K
HFA
140
HC Financial Advisors
California
$13K
LWA
141
Lenox Wealth Advisors
New York
$12K
AWA
142
Arkadios Wealth Advisors
Georgia
$11K
JWBC
143
John W. Brooker & Co
California
$10K
AWG
144
Altus Wealth Group
Colorado
$9K +$9.11K +350 New
PFO
145
Pathstone Family Office
New Jersey
$8K
IA
146
Inspire Advisors
Idaho
$7K +$6.53K +251 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$6K
QCG
148
Quadrant Capital Group
Ohio
$5K +$1.2K +46 +32%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.24K +163 +379%
FPS
150
Fieldpoint Private Securities
Connecticut
$5K +$4.97K +191 New