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LyondellBasell Industries
LYB

705 hedge funds and large institutions have $40.8B invested in LyondellBasell Industries in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $532M | Put options by funds: $393M

14% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 102

3% more capital invested

Capital invested by funds: $39.7B → $40.8B (+$1.14B)

0% more funds holding

Funds holding: 704 → 705 (+1)

3% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 274

1.03% less ownership

Funds ownership: 71.32% → 70.29% (-1%)

68% less funds holding in top 10

Funds holding in top 10: 40 → 13 (-27)

Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.8%
Holding in Top 10
13
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-67.5%
% of All Funds
0.35%
New
116
Increased
266
Reduced
274
Closed
102
Calls
$532M
Puts
$393M
Net Calls
+$140M
Net Calls Change
+$65.1M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$320M
2
Capital World Investors
Capital World Investors
California
+$298M
3
Deutsche Bank
Deutsche Bank
Germany
+$295M
4
AIG
American International Group
New York
+$285M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$251M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$368M
3
ECU
Egerton Capital (UK)
United Kingdom
-$273M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$267M
5
Franklin Resources
Franklin Resources
California
-$202M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
451
People's United Financial
Connecticut
$1.04M +$220K +2,534 +24%
SC
452
Scotia Capital
Ontario, Canada
$1.04M -$616K -7,104 -35%
PSI
453
Pinnacle Summer Investments
Virginia
$1.04M – – –
WTC
454
WhitTier Trust Company
Nevada
$1.04M +$97.6K +1,125 +9%
PAG
455
Private Advisor Group
New Jersey
$1.03M -$953K -10,989 -46%
WB
456
WesBanco Bank
West Virginia
$1.03M -$125K -1,442 -10%
CSIC
457
Clifford Swan Investment Counsel
California
$1.02M +$354K +4,085 +47%
IAM
458
Impala Asset Management
Florida
$1.01M -$57.9M -667,462 -98%
PP
459
PDT Partners
New York
$1.01M -$21.8M -251,549 -95%
YMRC
460
Yorktown Management & Research Company
Virginia
$1.01M – – –
MYAM
461
Meiji Yasuda Asset Management
Japan
$996K +$43.4K +500 +4%
CC
462
ClearArc Capital
Ohio
$988K -$851K -9,811 -44%
CG
463
Clinton Group
New York
$961K +$90.2K +1,040 +9%
SAM
464
Sentinel Asset Management
Vermont
$953K +$1.04M +12,000 New
NAM
465
North American Management
Massachusetts
$938K – – –
Daiwa Securities Group
466
Daiwa Securities Group
Japan
$937K +$26K +300 +3%
V
467
Veritable
Delaware
$937K +$189K +2,179 +23%
ZCM
468
Zebra Capital Management
Connecticut
$935K +$13.3K +153 +1%
CI
469
Conning Inc
Connecticut
$924K -$49.4K -570 -5%
PL
470
Perpetual Ltd
Australia
$922K +$312K +3,600 +45%
LH
471
Lebenthal Holdings
New York
$915K +$999K +11,522 New
LMAM
472
Legg Mason Asset Management
Japan
$906K -$130K -1,500 -12%
BB
473
Bell Bank
North Dakota
$899K +$134K +1,545 +16%
AB
474
Amalgamated Bank
New York
$891K -$193K -2,226 -17%
AGM
475
Alpine Global Management
New York
$886K +$968K +11,166 New
17 18
19
20 21

LYB Hedge Fund Activity: Q4 2014 in Review

705 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2014, worth a combined $40.8B — up 2.9% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LYB positions and 102 closed out — a net gain of 14 holders — while 266 added to existing stakes and 274 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $664M.

  • 705 institutional investors held LyondellBasell Industries (LYB) as of Q4 2014, up from 704 in Q3 2014.
  • Funds reported $40.8B of LyondellBasell Industries stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 116 funds opened new LyondellBasell Industries positions in Q4 2014 and 102 closed out, a net change of +14 holders.
  • The largest LyondellBasell Industries buyer in Q4 2014 was AQR Capital Management, an estimated $320M added.
  • The largest LyondellBasell Industries seller in Q4 2014 was Fidelity Investments, an estimated $664M sold.

Based on aggregated 13F filings for Q4 2014.