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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
HT
426
HighTower Trust
Texas
$1.15M +$14.5K +159 +1%
CCM
427
Canal Capital Management
Virginia
$1.15M +$55.1K +602 +5%
S
428
SimplyRich
California
$1.14M
BA
429
Bristlecone Advisors
Washington
$1.14M -$25.2K -275 -2%
KRS
430
Kentucky Retirement Systems
Kentucky
$1.14M +$8.23K +90 +0.7%
EF
431
Empirical Finance
Pennsylvania
$1.14M -$872K -9,537 -41%
SEC
432
Seven Eight Capital
New York
$1.13M -$4.73M -51,700 -79%
PL
433
Polianta Ltd
Jersey
$1.11M +$311K +3,400 +34%
BFA
434
Benedict Financial Advisors
Georgia
$1.1M +$22.5K +246 +2%
FA
435
FMA Advisory
Pennsylvania
$1.09M -$78.3K -856 -6%
AMI
436
Amica Mutual Insurance
Rhode Island
$1.09M
GT
437
Glenview Trust
Kentucky
$1.09M -$45.7K -500 -4%
MYAM
438
Meiji Yasuda Asset Management
Japan
$1.08M +$21.2K +232 +2%
JIR
439
James Investment Research
Ohio
$1.06M -$696K -7,610 -37%
CCT
440
Capital City Trust
Florida
$1.06M -$915 -10 -0.1%
SPIA
441
Steward Partners Investment Advisory
New York
$1.04M +$26K +284 +2%
FT
442
Fiduciary Trust
Massachusetts
$1.03M -$110K -1,207 -9%
CSUI
443
Cincinnati Specialty Underwriters Insurance
Ohio
$1.03M
CPR
444
CSU Producer Resources
Ohio
$1.03M
FMBTD
445
First Midwest Bank Trust Division
Illinois
$1M -$96.1K -1,050 -8%
BFA
446
Bragg Financial Advisors
North Carolina
$998K
BAM
447
Blueshift Asset Management
New Jersey
$988K +$1.09M +11,883 New
APFBOT
448
Amica Pension Fund Board of Trustees
Rhode Island
$983K
UA
449
Unison Advisors
District of Columbia
$980K +$10.2K +111 +1%
IFWM
450
Institute for Wealth Management
Colorado
$972K +$1.07M +11,733 New

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.