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LyondellBasell Industries

705 hedge funds and large institutions have $40.8B invested in LyondellBasell Industries in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $532M | Put options by funds: $393M

14% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 102

3% more capital invested

Capital invested by funds: $39.7B → $40.8B (+$1.14B)

0% more funds holding

Funds holding: 704705 (+1)

3% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 274

1.03% less ownership

Funds ownership: 71.32%70.29% (-1%)

68% less funds holding in top 10

Funds holding in top 10: 4013 (-27)

Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.8%
Holding in Top 10
13
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-67.5%
% of All Funds
0.35%
New
116
Increased
266
Reduced
274
Closed
102
Calls
$532M
Puts
$393M
Net Calls
+$140M
Net Calls Change
+$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
301
QS Investors
New York
$4.56M +$2.9M +33,429 +139%
WT
302
Whittier Trust
California
$4.56M -$88.5K -1,021 -2%
AG
303
Aperio Group
California
$4.56M -$583K -6,727 -10%
OI
304
Oakbrook Investments
Illinois
$4.51M +$273K +3,150 +6%
CIA
305
CCM Investment Advisers
South Carolina
$4.49M -$9.06M -104,476 -65%
EAM
306
EverPoint Asset Management
Connecticut
$4.33M -$25.6M -295,377 -84%
Calamos Advisors
307
Calamos Advisors
Illinois
$4.3M +$24.4K +281 +0.5%
DILH
308
Dai-ichi Life Holdings
Japan
$4.27M -$2.14M -24,649 -31%
VFA
309
Virtus Fund Advisers
Connecticut
$4.21M +$158K +1,822 +4%
OA
310
OFI Advisors
Pennsylvania
$4.17M +$1.79M +20,690 +65%
BCM
311
Bridgeway Capital Management
Texas
$4.13M
CCMG
312
Clark Capital Management Group
Pennsylvania
$4.12M -$4.65M -53,574 -51%
AC
313
Allstate Corporation
Illinois
$4.1M -$521K -6,004 -10%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$4.09M -$356K -4,100 -7%
PWM
315
Perigon Wealth Management
California
$4.09M +$447K +5,158 +11%
WAM
316
World Asset Management
Michigan
$4.07M -$988K -11,398 -18%
CCI
317
Credit Capital Investments
New Jersey
$4.05M +$4.43M +51,039 New
DAM
318
Deltec Asset Management
New York
$4.05M +$3.6M +41,500 +437%
LS
319
Livforsakringsbolaget Skandia
Sweden
$4M -$884K -10,200 -17%
SM
320
Stratton Management
Pennsylvania
$3.99M +$895K +10,320 +26%
YP
321
Yellowstone Partners
Idaho
$3.97M +$3.87M +44,677 +845%
SC
322
Sculptor Capital
New York
$3.96M +$943K +10,873 +28%
RAM
323
Roanoke Asset Management
New Jersey
$3.91M +$363K +4,190 +9%
OAC
324
OMERS Administration Corp
Ontario, Canada
$3.86M +$4.21M +48,600 New
WA
325
Wasatch Advisors
Utah
$3.82M -$4.01M -46,291 -49%

LYB Hedge Fund Activity: Q4 2014 in Review

705 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2014, worth a combined $40.8B — up 2.9% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LYB positions and 102 closed out — a net gain of 14 holders — while 266 added to existing stakes and 274 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $664M.

  • 705 institutional investors held LyondellBasell Industries (LYB) as of Q4 2014, up from 704 in Q3 2014.
  • Funds reported $40.8B of LyondellBasell Industries stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 116 funds opened new LyondellBasell Industries positions in Q4 2014 and 102 closed out, a net change of +14 holders.
  • The largest LyondellBasell Industries buyer in Q4 2014 was AQR Capital Management, an estimated $320M added.
  • The largest LyondellBasell Industries seller in Q4 2014 was Fidelity Investments, an estimated $664M sold.

Based on aggregated 13F filings for Q4 2014.