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LyondellBasell Industries
LYB

614 hedge funds and large institutions have $33.3B invested in LyondellBasell Industries in 2013 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 249 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 44

21% more call options, than puts

Call options by funds: $251M | Put options by funds: $207M

18% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 211

10% more funds holding

Funds holding: 558 → 614 (+56)

6% more capital invested

Capital invested by funds: $31.4B → $33.3B (+$1.96B)

0% more funds holding in top 10

Funds holding in top 10: 43 → 43 (0)

1.85% less ownership

Funds ownership: 76.4% → 74.55% (-1.9%)

Holders
614
Holders Change
+56
Holders Change %
+10.04%
% of All Funds
17.82%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.25%
New
109
Increased
249
Reduced
211
Closed
44
Calls
$251M
Puts
$207M
Net Calls
+$44.3M
Net Calls Change
+$40.9M

Top Buyers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
+$199M
2
TCIM
TIAA CREF Investment Management
New York
+$198M
3
OAMG
Odey Asset Management Group
United Kingdom
+$157M
4
Ameriprise
Ameriprise
Minnesota
+$144M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$128M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$2.17B
2
PC
PointState Capital
New York
-$202M
3
PI
Putnam Investments
Massachusetts
-$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$103M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
401
Tokio Marine Asset Management
Japan
$2.13M – – –
DAM
402
Deltec Asset Management
New York
$2.1M -$219K -2,853 -10%
WCM
403
Westend Capital Management
California
$2.05M +$1.96M +25,534 New
GMIM
404
General Motors Investment Management
New York
$2.02M – – –
VE
405
Vega Energy
New York
$2.01M -$2.12M -27,664 -53%
RJT
406
Raymond James Trust
Florida
$2M +$614K +8,008 +47%
B
407
Bailard
California
$1.97M +$81K +1,057 +4%
SIM
408
Sentry Investment Management
Wisconsin
$1.88M +$276K +3,600 +18%
CC
409
Cipher Capital
New York
$1.81M +$966K +12,609 +127%
HAMF
410
Hatteras Alternative Mutual Funds
North Carolina
$1.8M +$303K +3,959 +21%
ST
411
Semper Trust
Pennsylvania
$1.79M -$4.21K -55 -0.2%
CIP
412
Centerline Investment Partners
New York
$1.77M +$1.69M +22,000 New
PL
413
Perpetual Ltd
Australia
$1.74M -$123K -1,606 -7%
PIP
414
Perennial Investment Partners
Australia
$1.73M -$4.4M -57,458 -73%
PWAG
415
Polaris Wealth Advisory Group
California
$1.71M +$221K +2,883 +16%
BCM
416
Barometer Capital Management
Ontario, Canada
$1.69M +$1.62M +21,100 New
QI
417
QS Investors
New York
$1.69M -$4.73M -61,700 -75%
RC
418
RBF Capital
California
$1.61M – – –
GCM
419
Glaxis Capital Management
Florida
$1.6M +$1.53M +20,000 New
Natixis Advisors
420
Natixis Advisors
Massachusetts
$1.56M +$812K +10,597 +120%
SIM
421
SSI Investment Management
California
$1.55M -$2.3K -30 -0.2%
LSV Asset Management
422
LSV Asset Management
Illinois
$1.52M – – –
KAM
423
Kokusai Asset Management
Japan
$1.51M +$1.47M +19,200 New
SC
424
Scotia Capital
Ontario, Canada
$1.49M +$1.42M +18,498 New
ZIM
425
Zacks Investment Management
Illinois
$1.44M +$10.8K +141 +0.8%
15 16
17
18 19

LYB Hedge Fund Activity: Q4 2013 in Review

614 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2013, worth a combined $33.3B — up 6.2% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LYB positions and 44 closed out — a net gain of 65 holders — while 249 added to existing stakes and 211 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $199M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $2.17B sold.

  • 614 institutional investors held LyondellBasell Industries (LYB) as of Q4 2013, up from 558 in Q3 2013.
  • Funds reported $33.3B of LyondellBasell Industries stock for Q4 2013, up 6.2% quarter-over-quarter.
  • 109 funds opened new LyondellBasell Industries positions in Q4 2013 and 44 closed out, a net change of +65 holders.
  • The largest LyondellBasell Industries buyer in Q4 2013 was Waddell & Reed Financial, an estimated $199M added.
  • The largest LyondellBasell Industries seller in Q4 2013 was Apollo Management Holdings, an estimated $2.17B sold.

Based on aggregated 13F filings for Q4 2013.