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LyondellBasell Industries
LYB

558 hedge funds and large institutions have $31.4B invested in LyondellBasell Industries in 2013 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 250 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 37

47% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 170

30% more funds holding in top 10

Funds holding in top 10: 33 → 43 (+10)

10% more funds holding

Funds holding: 508 → 558 (+50)

3% more capital invested

Capital invested by funds: $30.3B → $31.4B (+$1.02B)

2% more call options, than puts

Call options by funds: $199M | Put options by funds: $196M

3.22% less ownership

Funds ownership: 79.63% → 76.4% (-3.2%)

Holders
558
Holders Change
+50
Holders Change %
+9.84%
% of All Funds
18.09%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
1.39%
New
94
Increased
250
Reduced
170
Closed
37
Calls
$199M
Puts
$196M
Net Calls
+$3.39M
Net Calls Change
+$40.7M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$273M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
3
State Street
State Street
Massachusetts
+$163M
4
American Century Companies
American Century Companies
Missouri
+$143M
5
PC
PointState Capital
New York
+$138M

Top Sellers

1
AMH
Apollo Management Holdings
New York
-$2.85B
2
Morgan Stanley
Morgan Stanley
New York
-$687M
3
DCM
Discovery Capital Management
Connecticut
-$300M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
5
Capital World Investors
Capital World Investors
California
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
276
QS Investors
New York
$6.06M -$6.63M -95,210 -53%
CONA
277
Capital One National Association
New York
$6.04M +$1.69M +24,230 +42%
CL
278
Croft-Leominster
Maryland
$6.03M -$1.89M -27,093 -25%
BCM
279
Bridgeway Capital Management
Texas
$5.97M – – –
PIP
280
Perennial Investment Partners
Australia
$5.96M +$4.24M +60,958 +339%
MIP
281
Marietta Investment Partners
Wisconsin
$5.86M -$6.27K -90 -0.1%
WAM
282
World Asset Management
Michigan
$5.82M +$243K +3,487 +5%
NCM
283
Newgate Capital Management
Connecticut
$5.8M -$4.14M -59,408 -43%
GC
284
Grimes & Company
Massachusetts
$5.59M +$449K +6,447 +9%
BPM
285
Bowling Portfolio Management
Ohio
$5.57M +$142K +2,038 +3%
DekaBank Deutsche Girozentrale
286
DekaBank Deutsche Girozentrale
Germany
$5.56M -$196K -2,818 -4%
URS
287
Utah Retirement Systems
Utah
$5.31M -$41.8K -600 -0.8%
LOGI
288
Long Oar Global Investors
New York
$5.31M +$5.05M +72,500 New
RCM
289
Riverhead Capital Management
Delaware
$5.14M +$1.01M +14,500 +26%
ProShare Advisors
290
ProShare Advisors
Maryland
$5.11M -$2.97M -42,710 -38%
HighTower Advisors
291
HighTower Advisors
Illinois
$5.08M +$2.68M +38,490 +125%
Fidelity International
292
Fidelity International
Bermuda
$5.02M -$849K -12,200 -15%
Parallax Volatility Advisers
293
Parallax Volatility Advisers
California
$5.01M +$4.71M +67,706 +10,120%
ACM
294
Afton Capital Management
North Carolina
$4.98M -$2.09M -30,000 -31%
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$4.93M +$480K +6,900 +11%
GACM
296
Green Arrow Capital Management
New York
$4.82M -$894K -12,845 -16%
CRC
297
Curi RMB Capital
Illinois
$4.79M +$35.2K +506 +0.8%
CAM
298
Centre Asset Management
New York
$4.7M -$373K -5,360 -8%
DC
299
Deere & Company
Illinois
$4.69M +$1.62M +23,194 +57%
TCM
300
Twin Capital Management
Pennsylvania
$4.62M +$1.15M +16,450 +35%
10 11
12
13 14

LYB Hedge Fund Activity: Q3 2013 in Review

558 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2013, worth a combined $31.4B — up 3.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new LYB positions and 37 closed out — a net gain of 57 holders — while 250 added to existing stakes and 170 trimmed.

The largest buyer was Franklin Resources, adding an estimated $273M. The largest seller was Apollo Management Holdings, cutting an estimated $2.85B.

  • 558 institutional investors held LyondellBasell Industries (LYB) as of Q3 2013, up from 508 in Q2 2013.
  • Funds reported $31.4B of LyondellBasell Industries stock for Q3 2013, up 3.4% quarter-over-quarter.
  • 94 funds opened new LyondellBasell Industries positions in Q3 2013 and 37 closed out, a net change of +57 holders.
  • The largest LyondellBasell Industries buyer in Q3 2013 was Franklin Resources, an estimated $273M added.
  • The largest LyondellBasell Industries seller in Q3 2013 was Apollo Management Holdings, an estimated $2.85B sold.

Based on aggregated 13F filings for Q3 2013.