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PSXP

PHILLIPS 66 PARTNERS LP

Delisted

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

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: 159167 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$467M -$29.6M -610,282 -5%
AA
2
ALPS Advisors
Colorado
$230M +$33.4M +688,878 +14%
FRGX
3
First Reserve GP XIII
Connecticut
$133M
Goldman Sachs
4
Goldman Sachs
New York
$125M -$13.6M -280,722 -9%
KACA
5
Kayne Anderson Capital Advisors
California
$106M +$5.28M +108,879 +5%
CCM
6
Chickasaw Capital Management
Tennessee
$103M -$35.4M -731,090 -23%
EIP
7
Energy Income Partners
Connecticut
$94.4M +$3.42M +70,638 +3%
SCA
8
Salient Capital Advisors
Texas
$82.8M -$93.6K -1,931 -0.1%
AR
9
Advisory Research
Illinois
$71.8M -$8.64M -178,128 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$70.5M -$2.95M -60,949 -4%
BC
11
Brookfield Corp
Ontario, Canada
$63.2M +$8.05M +165,995 +12%
UBS Group
12
UBS Group
Switzerland
$60.8M +$4.29M +88,431 +7%
NIM
13
NXG Investment Management
Texas
$52.3M -$23.4M -483,435 -28%
RA
14
RR Advisors
Texas
$45.8M +$1.79M +37,000 +4%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$42.6M +$2.28M +46,970 +5%
WHG
16
Westwood Holdings Group
Texas
$38.7M -$6.84M -141,012 -13%
Morgan Stanley
17
Morgan Stanley
New York
$34M +$17.1M +352,393 +78%
NMIMC
18
Northwestern Mutual Investment Management Company
Wisconsin
$30.5M
ICA
19
Infrastructure Capital Advisors
New York
$22.4M +$2.72M +56,200 +12%
VEA
20
Virtus ETF Advisers
New York
$22.4M +$2.72M +56,200 +12%
Bank of America
21
Bank of America
North Carolina
$22.1M -$621K -12,803 -2%
DPIM
22
Duff & Phelps Investment Management
Illinois
$21.8M +$24.2K +500 +0.1%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.9M -$3.2M -65,999 -13%
TA
24
Tiedemann Advisors
New York
$15.9M +$145K +2,983 +0.8%
SOAMC
25
Spirit of America Management Corp
New York
$14.4M -$1.8M -37,200 -10%

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.