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LyondellBasell Industries
LYB

735 hedge funds and large institutions have $25.3B invested in LyondellBasell Industries in 2016 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $986M | Put options by funds: $286M

53% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 75

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

6% more capital invested

Capital invested by funds: $23.8B → $25.3B (+$1.46B)

4% more funds holding

Funds holding: 707 → 735 (+28)

0.53% more ownership

Funds ownership: 71.75% → 72.28% (+0.53%)

16% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 297

Holders
735
Holders Change
+28
Holders Change %
+3.96%
% of All Funds
18.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.38%
New
115
Increased
248
Reduced
297
Closed
75
Calls
$986M
Puts
$286M
Net Calls
+$700M
Net Calls Change
-$40.8M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$594M
2
PC
PointState Capital
New York
+$572M
3
Legal & General Group
Legal & General Group
United Kingdom
+$151M
4
UBS AM
UBS AM
Illinois
+$132M
5
WRF
Waddell & Reed Financial
Kansas
+$103M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$488M
2
IAM
Iridian Asset Management
Connecticut
-$162M
3
Boston Partners
Boston Partners
Massachusetts
-$147M
4
JHIU
Janus Henderson Investors US
Colorado
-$145M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
351
Amalgamated Bank
New York
$2.51M +$543K +6,470 +28%
LD
352
Lipe & Dalton
New York
$2.46M +$155K +1,850 +7%
CC
353
Colrain Capital
Massachusetts
$2.44M +$2.39M +28,500 New
B
354
Barings
North Carolina
$2.42M – – –
HAI
355
Hennessy Advisors Inc
California
$2.42M – – –
RBA
356
Richard Bernstein Advisors
New York
$2.37M – – –
MM
357
Midas Management
New York
$2.36M +$1.64M +19,500 +244%
SSCM
358
Summit Street Capital Management
New York
$2.35M – – –
Nomura Holdings
359
Nomura Holdings
Japan
$2.35M +$2.23M +26,542 +3,334%
WGCA
360
Wolf Group Capital Advisors
Virginia
$2.34M +$12.6K +150 +0.6%
CAM
361
Capstone Asset Management
Texas
$2.31M -$57.1K -680 -2%
CC
362
Cognios Capital
Kansas
$2.29M -$1.32M -15,713 -37%
CCP
363
Corient Capital Partners
California
$2.29M +$111K +1,325 +5%
RA
364
RiverPark Advisors
New York
$2.27M – – –
SMDAM
365
Sumitomo Mitsui DS Asset Management
Japan
$2.24M -$179K -2,137 -8%
CPO
366
Cerity Partners OCIO
New York
$2.24M +$111K +1,325 +5%
LTFS
367
Ladenburg Thalmann Financial Services
Florida
$2.17M +$680K +8,105 +47%
LMGAM
368
Liberty Mutual Group Asset Management
Massachusetts
$2.16M -$6.63K -79 -0.3%
RIG
369
Roosevelt Investment Group
New York
$2.16M -$8.62M -102,738 -80%
BOTW
370
Bank of the West
California
$2.16M +$6.54K +78 +0.3%
ACM
371
Advent Capital Management
New York
$2.14M +$2.1M +25,000 New
SC
372
SouthState Corp
Florida
$2.13M +$511K +6,084 +33%
SC
373
Scotia Capital
Ontario, Canada
$2.11M +$1.69M +20,132 +454%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$2.09M +$120K +1,429 +6%
AMI
375
Amica Mutual Insurance
Rhode Island
$2.09M – – –
13 14
15
16 17

LYB Hedge Fund Activity: Q4 2016 in Review

735 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2016, worth a combined $25.3B — up 6.1% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LYB positions and 75 closed out — a net gain of 40 holders — while 248 added to existing stakes and 297 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $594M. The largest seller was Norges Bank, cutting an estimated $488M.

  • 735 institutional investors held LyondellBasell Industries (LYB) as of Q4 2016, up from 707 in Q3 2016.
  • Funds reported $25.3B of LyondellBasell Industries stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 115 funds opened new LyondellBasell Industries positions in Q4 2016 and 75 closed out, a net change of +40 holders.
  • The largest LyondellBasell Industries buyer in Q4 2016 was Fidelity Investments, an estimated $594M added.
  • The largest LyondellBasell Industries seller in Q4 2016 was Norges Bank, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2016.