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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
VWM
351
Valley Wealth Managers
New Jersey
$2.03M +$88.9K +972 +4%
JFGIW
352
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.02M -$481K -5,255 -18%
MCM
353
Monument Capital Management
Virginia
$2.02M +$157K +1,718 +8%
KL
354
KWMG LLC
Kansas
$1.97M +$128K +1,396 +6%
CGH
355
Crossmark Global Holdings
Texas
$1.95M +$143K +1,568 +7%
BPM
356
Bowling Portfolio Management
Ohio
$1.92M -$1.58M -17,243 -43%
WAM
357
World Asset Management
Michigan
$1.91M -$73.7K -806 -3%
TAF
358
Tredje AP-fonden
Sweden
$1.89M -$271K -2,964 -12%
PSUF
359
People's United Financial
Connecticut
$1.88M -$13.3K -145 -0.6%
TIP
360
Torray Investment Partners
Maryland
$1.88M +$213K +2,323 +11%
WBC
361
Westpac Banking Corp
Australia
$1.84M +$2.02M +22,131 New
CIP
362
Convergence Investment Partners
Florida
$1.82M -$1.11M -12,104 -36%
SMDAM
363
Sumitomo Mitsui DS Asset Management
Japan
$1.82M -$142K -1,555 -7%
CCM
364
Cadence Capital Management
Massachusetts
$1.79M -$2.35M -25,639 -54%
CAM
365
Congress Asset Management
Massachusetts
$1.78M -$915 -10 -0%
RJT
366
Raymond James Trust
Florida
$1.78M -$144K -1,574 -7%
Baird Financial Group
367
Baird Financial Group
Wisconsin
$1.77M -$311K -3,395 -14%
LIA
368
LS Investment Advisors
Michigan
$1.76M +$39.2K +429 +2%
FF
369
Fluent Financial
Texas
$1.76M +$1.22M +13,314 +170%
RC
370
Roundview Capital
New Jersey
$1.76M +$20.1K +220 +1%
RWP
371
RWA Wealth Partners
Massachusetts
$1.74M -$13.4K -147 -0.7%
WIC
372
Woodmont Investment Counsel
Tennessee
$1.73M +$1.02M +11,095 +115%
DWM
373
Dakota Wealth Management
Florida
$1.72M -$276K -3,019 -15%
SLI
374
Sumitomo Life Insurance
Japan
$1.72M +$43.8K +479 +2%
SIM
375
Sentry Investment Management
Wisconsin
$1.71M -$49.2K -538 -3%

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.