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LyondellBasell Industries

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: 704705 (+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: 4013 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
abrdn Investment Management
United Kingdom
$281M -$5.77M -66,533 -2%
Goldman Sachs
27
Goldman Sachs
New York
$279M +$84.3M +972,484 +38%
AIG
28
American International Group
New York
$273M +$285M +3,292,232 +2,319%
IAM
29
Iridian Asset Management
Connecticut
$251M +$1.64M +18,940 +0.6%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$251M +$10.1M +116,830 +4%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$237M -$107M -1,236,792 -29%
TCIM
32
TIAA CREF Investment Management
New York
$230M -$120M -1,381,648 -32%
SFM
33
Soros Fund Management
New York
$225M +$246M +2,833,286 New
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$224M +$121M +1,398,592 +98%
AL
35
AJO LP
Pennsylvania
$203M +$15M +172,630 +7%
Bank of America
36
Bank of America
North Carolina
$197M +$9.3M +107,237 +5%
HCM
37
Herndon Capital Management
Georgia
$196M +$85.2M +982,479 +66%
Invesco
38
Invesco
Georgia
$192M +$101M +1,169,947 +93%
Prudential Financial
39
Prudential Financial
New Jersey
$178M +$30.5M +351,480 +19%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$172M +$10.1M +116,660 +6%
Federated Hermes
41
Federated Hermes
Pennsylvania
$163M -$18M -207,585 -9%
CCI
42
Columbus Circle Investors
$133M -$3.71M -42,816 -2%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$133M -$38.2M -440,387 -21%
MAA
44
Managed Account Advisors
New Jersey
$126M -$80.6M -929,302 -37%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$126M -$48.5M -559,482 -26%
AII
46
AGF Investments Inc
Ontario, Canada
$125M +$34.5M +398,135 +34%
EAM
47
Eagle Asset Management
Florida
$124M -$12.4M -143,140 -8%
Wells Fargo
48
Wells Fargo
California
$123M +$26.9M +310,004 +25%
TIM
49
Thornburg Investment Management
New Mexico
$122M -$11M -127,126 -8%
BlackRock
50
BlackRock
New York
$118M +$21.2M +245,025 +20%

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.