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LyondellBasell Industries

824 hedge funds and large institutions have $32.7B invested in LyondellBasell Industries in 2017 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 271 increasing their positions, 322 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 62

12% more capital invested

Capital invested by funds: $29.3B → $32.7B (+$3.39B)

8% more funds holding

Funds holding: 761824 (+63)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.48% more ownership

Funds ownership: 74.78%75.26% (+0.48%)

16% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 322

26% less call options, than puts

Call options by funds: $215M | Put options by funds: $290M

Holders
824
Holders Change
+63
Holders Change %
+8.28%
% of All Funds
18.68%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
130
Increased
271
Reduced
322
Closed
62
Calls
$215M
Puts
$290M
Net Calls
-$75M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$225M +$2.4M +23,094 +1%
AL
27
AJO LP
Pennsylvania
$221M -$52.8M -509,028 -20%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$218M -$112M -1,079,012 -35%
Legal & General Group
29
Legal & General Group
United Kingdom
$207M -$3.34M -32,180 -2%
Charles Schwab
30
Charles Schwab
California
$197M +$34.7M +334,264 +23%
Bessemer Group
31
Bessemer Group
New Jersey
$194M +$618K +5,960 +0.3%
TCIM
32
TIAA CREF Investment Management
New York
$174M +$18.1M +174,411 +12%
Allianz Asset Management
33
Allianz Asset Management
Germany
$174M -$14.5M -140,168 -8%
PPA
34
Parametric Portfolio Associates
Washington
$169M +$11.6M +111,690 +8%
Invesco
35
Invesco
Georgia
$165M -$43.5M -419,770 -22%
PC
36
PointState Capital
New York
$161M -$22.8M -220,000 -13%
WRF
37
Waddell & Reed Financial
Kansas
$156M +$39.5M +380,923 +37%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$154M -$12.4M -119,104 -8%
BGC
39
Beutel, Goodman & Co
Ontario, Canada
$146M +$3.37M +32,449 +2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$137M -$1.99M -19,200 -2%
Fidelity International
41
Fidelity International
Bermuda
$135M -$44.6M -429,621 -26%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$123M -$125M -1,209,728 -52%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$122M -$3.66M -35,284 -3%
GT
44
Glenmede Trust
Pennsylvania
$121M +$35.8M +345,286 +46%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$121M -$56.4M -543,498 -33%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$119M -$1.39M -13,371 -1%
Axa
47
Axa
France
$112M -$13.8M -133,138 -12%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$108M +$308K +2,965 +0.3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$107M -$11.2M -107,502 -10%
American Century Companies
50
American Century Companies
Missouri
$107M +$29.4M +283,098 +41%

LYB Hedge Fund Activity: Q4 2017 in Review

824 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2017, worth a combined $32.7B — up 12% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new LYB positions and 62 closed out — a net gain of 68 holders — while 271 added to existing stakes and 322 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $393M. The largest seller was Credit Agricole, cutting an estimated $279M.

  • 824 institutional investors held LyondellBasell Industries (LYB) as of Q4 2017, up from 761 in Q3 2017.
  • Funds reported $32.7B of LyondellBasell Industries stock for Q4 2017, up 12% quarter-over-quarter.
  • 130 funds opened new LyondellBasell Industries positions in Q4 2017 and 62 closed out, a net change of +68 holders.
  • The largest LyondellBasell Industries buyer in Q4 2017 was Fidelity Investments, an estimated $393M added.
  • The largest LyondellBasell Industries seller in Q4 2017 was Credit Agricole, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2017.