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LyondellBasell Industries

837 hedge funds and large institutions have $22B invested in LyondellBasell Industries in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 269 increasing their positions, 366 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 116

2% less funds holding

Funds holding: 854837 (-17)

2.69% less ownership

Funds ownership: 73.1%70.41% (-2.7%)

17% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $115M

24% less capital invested

Capital invested by funds: $29.1B → $22B (-$7.08B)

27% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 366

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
837
Holders Change
-17
Holders Change %
-1.99%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.18%
New
108
Increased
269
Reduced
366
Closed
116
Calls
$94.7M
Puts
$115M
Net Calls
-$19.9M
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$3.08M -$323K -3,530 -9%
MC
302
Maverick Capital
Texas
$3.04M +$3.35M +36,580 New
HI
303
Human Investing
Oregon
$2.99M +$3.29M +35,970 New
LD
304
Lipe & Dalton
New York
$2.94M +$10.1K +110 +0.3%
ANI
305
American National Insurance
Texas
$2.89M
MNBTD
306
Moody National Bank Trust Division
Texas
$2.85M +$31.5K +344 +1%
DIP
307
DT Investment Partners
Pennsylvania
$2.84M -$378K -4,134 -11%
CA
308
Cornerstone Advisors
North Carolina
$2.83M
UR
309
USCA RIA
Texas
$2.77M -$3.25M -35,540 -52%
AG
310
Algert Global
California
$2.77M -$64.5K -705 -2%
RBA
311
Richard Bernstein Advisors
New York
$2.77M +$515K +5,626 +20%
ACM
312
Advent Capital Management
New York
$2.67M +$2.94M +32,100 New
BF
313
BOK Financial
Oklahoma
$2.63M -$333K -3,636 -10%
Natixis Advisors
314
Natixis Advisors
Massachusetts
$2.62M +$401K +4,385 +16%
MF
315
MHI Funds
New York
$2.6M -$231K -2,522 -7%
AHC
316
Adell Harriman & Carpenter
Texas
$2.6M -$146K -1,595 -5%
WFG
317
Wills Financial Group
Virginia
$2.58M +$68.9K +753 +2%
GMI
318
Greystone Managed Investments
Saskatchewan, Canada
$2.55M +$142K +1,553 +5%
PP
319
Palladium Partners
Virginia
$2.53M -$428K -4,681 -13%
XK
320
Xact Kapitalforvaltning
Sweden
$2.52M
ONB
321
Old National Bancorp
Indiana
$2.51M -$86.2K -942 -3%
MPM
322
Meritage Portfolio Management
Kansas
$2.49M +$2.74M +29,992 New
Mirae Asset Global Investments
323
Mirae Asset Global Investments
South Korea
$2.4M -$771K -8,433 -23%
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$2.4M -$2.8M -30,581 -51%
TI
325
Trexquant Investment
Connecticut
$2.38M +$2.61M +28,573 New

LYB Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2018, worth a combined $22B — down 24% from $29.1B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of LYB and 108 opened new positions — a net loss of 8 holders — while 366 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $478M. The largest seller was Fidelity Investments, cutting an estimated $753M.

  • 837 institutional investors held LyondellBasell Industries (LYB) as of Q4 2018, down from 854 in Q3 2018.
  • Funds reported $22B of LyondellBasell Industries stock for Q4 2018, down 24% quarter-over-quarter.
  • 108 funds opened new LyondellBasell Industries positions in Q4 2018 and 116 closed out, a net change of -8 holders.
  • The largest LyondellBasell Industries buyer in Q4 2018 was Capital World Investors, an estimated $478M added.
  • The largest LyondellBasell Industries seller in Q4 2018 was Fidelity Investments, an estimated $753M sold.

Based on aggregated 13F filings for Q4 2018.