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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
SIP
376
Stoneridge Investment Partners
Pennsylvania
$1.69M +$1.86M +20,282 New
ASN
377
Advisory Services Network
Georgia
$1.68M -$1.22M -13,328 -40%
RC
378
RBF Capital
California
$1.66M
ACM
379
Ativo Capital Management
Illinois
$1.61M -$291K -3,186 -14%
SCA
380
Sage Capital Advisors
South Dakota
$1.6M +$1.76M +19,241 New
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$172K +1,881 +11%
Boston Partners
382
Boston Partners
Massachusetts
$1.56M +$1.72M +18,786 New
WCM
383
Weld Capital Management
New York
$1.56M +$1.72M +18,760 New
FQ
384
First Quadrant
California
$1.56M -$20.1M -220,078 -92%
CIBC Asset Management
385
CIBC Asset Management
Ontario, Canada
$1.54M -$50.7K -554 -3%
BB
386
Bell Bank
North Dakota
$1.54M -$16.7K -183 -1%
MC
387
Moors & Cabot
Massachusetts
$1.54M -$265K -2,901 -14%
WCM
388
Windward Capital Management
California
$1.52M -$9.97K -109 -0.6%
EM
389
ELCO Management
New York
$1.5M
DIA
390
Dean Investment Associates
Ohio
$1.5M +$1.47M +16,032 +821%
AAS
391
Annex Advisory Services
Wisconsin
$1.49M +$234K +2,559 +17%
PNAA
392
Pictet North America Advisors
Switzerland
$1.49M -$732K -8,000 -31%
CCC
393
Cincinnati Casualty Company
Ohio
$1.47M
CC
394
Cognios Capital
Kansas
$1.44M -$66.3K -725 -4%
Wealth Enhancement Advisory Services
395
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$540K +5,902 +57%
HFS
396
HL Financial Services
Kentucky
$1.43M -$3.69M -40,381 -70%
COPPSERS
397
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.43M -$827K -9,035 -34%
SLG
398
Stanley-Laman Group
Pennsylvania
$1.43M -$83.9K -917 -5%
ACA
399
Aptus Capital Advisors
Alabama
$1.43M +$1.57M +17,145 New
BCM
400
Brookmont Capital Management
Texas
$1.41M +$50.9K +556 +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.