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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
Nisa Investment Advisors
351
Nisa Investment Advisors
Missouri
$2.88M -$286K -3,300 -8%
LSV Asset Management
352
LSV Asset Management
Illinois
$2.86M +$980K +11,300 +46%
Tudor Investment Corp
353
Tudor Investment Corp
Connecticut
$2.78M +$2.7M +31,093 +797%
BPCE
354
Bank Pictet & Cie (Europe)
Germany
$2.7M -$741K -8,540 -20%
GF
355
Gerstein Fisher
New York
$2.67M -$202K -2,325 -7%
SLI
356
Sumitomo Life Insurance
Japan
$2.64M -$162K -1,872 -5%
BB
357
Busey Bank
Illinois
$2.63M -$142K -1,641 -5%
GCA
358
Greenwood Capital Associates
South Carolina
$2.63M -$17.9K -207 -0.6%
BCM
359
BTC Capital Management
Iowa
$2.56M -$12.5K -144 -0.4%
FIM
360
Friedberg Investment Management
Texas
$2.52M +$106K +1,226 +4%
USGIU
361
U.S. Global Investors (USGI)
Texas
$2.49M -$1.37M -15,800 -33%
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$2.48M -$113K -1,300 -4%
KRS
363
Kentucky Retirement Systems
Kentucky
$2.45M -$190K -2,192 -7%
FM
364
Foster & Motley
Ohio
$2.45M +$2.68M +30,870 New
CAM
365
Capstone Asset Management
Texas
$2.44M -$84.1K -970 -3%
FMBTD
366
First Midwest Bank Trust Division
Illinois
$2.43M +$24.7K +285 +0.9%
LPT
367
Legacy Private Trust
Wisconsin
$2.42M -$363K -4,190 -12%
JT
368
Jump Trading
Illinois
$2.42M +$2.64M +30,485 New
AMI
369
Amica Mutual Insurance
Rhode Island
$2.38M
FNT
370
First National Trust
Pennsylvania
$2.32M +$409K +4,712 +19%
SAM
371
Strategy Asset Managers
California
$2.29M -$53.3K -615 -2%
BPCA
372
Bank Pictet & Cie (Asia)
Singapore
$2.27M +$1.73K +20 +0.1%
SSCM
373
Summit Street Capital Management
New York
$2.26M +$2.47M +28,445 New
CIBC Asset Management
374
CIBC Asset Management
Ontario, Canada
$2.25M -$833K -9,601 -25%
ERSOT
375
Employees Retirement System of Texas
Texas
$2.22M -$1.47M -17,000 -38%

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.