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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
B
326
Barings
North Carolina
$2.36M -$1.05M -11,490 -29%
TAM
327
Tiverton Asset Management
Delaware
$2.32M +$471K +5,151 +23%
RAM
328
Roanoke Asset Management
New Jersey
$2.31M -$16.9K -185 -0.7%
AG
329
Advisor Group
Arizona
$2.31M -$963K -10,523 -28%
BAAM
330
Baker Avenue Asset Management
California
$2.29M -$498K -5,443 -17%
MM
331
Midas Management
New York
$2.29M
GCAC
332
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.27M -$42.1K -460 -2%
NMERB
333
New Mexico Educational Retirement Board
New Mexico
$2.26M -$137K -1,500 -5%
ANBT
334
American National Bank & Trust
Texas
$2.25M -$9.7K -106 -0.4%
SIA
335
Sit Investment Associates
Minnesota
$2.21M -$358K -3,909 -13%
KCM
336
Kendall Capital Management
Maryland
$2.19M +$16K +175 +0.7%
LCP
337
Legacy Capital Partners
Wisconsin
$2.18M -$17.4K -190 -0.7%
NB
338
Northwest Bancshares
Pennsylvania
$2.18M +$945K +10,333 +65%
LBD
339
Landsberg Bennett & Dubbaneh
Florida
$2.17M +$2.39M +26,131 New
CCP
340
Corient Capital Partners
California
$2.17M -$577K -6,304 -19%
OA
341
Oxbow Advisors
Texas
$2.17M +$2.39M +26,120 New
EF
342
Empowered Funds
Pennsylvania
$2.17M -$257K -2,804 -10%
SIM
343
Sonora Investment Management
Arizona
$2.15M +$1.2M +13,115 +103%
FAB
344
First American Bank
Illinois
$2.15M -$157K -1,718 -6%
Verition Fund Management
345
Verition Fund Management
Connecticut
$2.13M -$1.84M -20,070 -44%
SFWA
346
Summit Financial Wealth Advisors
Louisiana
$2.1M -$1.2M -13,150 -34%
Macquarie Group
347
Macquarie Group
Australia
$2.1M +$53.1K +580 +2%
Federated Hermes
348
Federated Hermes
Pennsylvania
$2.08M +$184K +2,008 +9%
CBT
349
Central Bank & Trust
Kentucky
$2.06M -$257K -2,808 -10%
SC
350
Scotia Capital
Ontario, Canada
$2.06M -$6.21M -67,869 -73%

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.