LyondellBasell Industries
698 hedge funds and large institutions have $29.1B invested in LyondellBasell Industries in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 273 increasing their positions, 284 reducing their positions, and 94 closing their positions.
186% more call options, than puts
Call options by funds: $549M | Put options by funds: $192M
4% less repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 284
1.36% less ownership
Funds ownership: 73.55% → 72.19% (-1.4%)
4% less funds holding
Funds holding: 730 → 698 (-32)
18% less capital invested
Capital invested by funds: $35.7B → $29.1B (-$6.56B)
30% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 94
52% less funds holding in top 10
Funds holding in top 10: 31 → 15 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$417M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$247M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$219M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$148M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$743M |
| 2 |
PC
PointState Capital
New York
|
-$281M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$204M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$167M |
| 5 |
SFM
Soros Fund Management
New York
|
-$142M |
LYB Hedge Fund Activity: Q3 2015 in Review
698 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2015, worth a combined $29.1B — down 18% from $35.7B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of LYB and 66 opened new positions — a net loss of 28 holders — while 284 trimmed existing stakes and 273 added.
The largest buyer was Fidelity Investments, adding an estimated $417M. The largest seller was Franklin Resources, cutting an estimated $743M.
- 698 institutional investors held LyondellBasell Industries (LYB) as of Q3 2015, down from 730 in Q2 2015.
- Funds reported $29.1B of LyondellBasell Industries stock for Q3 2015, down 18% quarter-over-quarter.
- 66 funds opened new LyondellBasell Industries positions in Q3 2015 and 94 closed out, a net change of -28 holders.
- The largest LyondellBasell Industries buyer in Q3 2015 was Fidelity Investments, an estimated $417M added.
- The largest LyondellBasell Industries seller in Q3 2015 was Franklin Resources, an estimated $743M sold.
Based on aggregated 13F filings for Q3 2015.