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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
FCB
501
First Citizens Bancorporation
South Carolina
$691K +$62K +715 +9%
IRS
502
Invictus RG (Singapore)
Singapore
$683K +$357K +4,118 +92%
VFS
503
VSR Financial Services
Kansas
$679K -$235K -2,709 -24%
GA
504
Geneva Advisors
Illinois
$671K -$73.1M -842,451 -99%
CI
505
Constellation Investments
Ohio
$667K +$8.67K +100 +1%
IB
506
Intrust Bank
Kansas
$666K +$520K +6,000 +252%
FCBT
507
First Citizens Bank & Trust
North Carolina
$651K -$13.7M -158,534 -95%
1832 Asset Management
508
1832 Asset Management
Ontario, Canada
$648K -$368M -4,243,759 -100%
OC
509
Oppenheimer & Co
New York
$642K -$178K -2,048 -20%
AC
510
Ascend Capital
California
$641K -$20.6M -238,121 -97%
UR
511
USCA RIA
Texas
$635K -$260 -3 -0%
GCA
512
Gideon Capital Advisors
New York
$625K +$682K +7,870 New
AIP
513
Ameritas Investment Partners
Nebraska
$615K -$11K -127 -2%
BHWM
514
Bar Harbor Wealth Management
New Hampshire
$604K
RCAG
515
Rehmann Capital Advisory Group
Michigan
$604K +$72.6K +837 +12%
CCG
516
Cypress Capital Group
Florida
$602K +$18.7K +216 +3%
RIL
517
Rothschild Investment LLC
Illinois
$576K +$629K +7,250 New
QI
518
Quotient Investors
New York
$574K +$626K +7,224 New
HHMI
519
Howard Hughes Medical Institute
Maryland
$572K -$84.4K -973 -12%
BCM
520
Bourgeon Capital Management
Connecticut
$568K +$620K +7,150 New
OCG
521
Opus Capital Group
Ohio
$561K -$90.4K -1,043 -13%
CSS
522
Cubist Systematic Strategies
Connecticut
$557K -$875K -10,089 -59%
CTC
523
Central Trust Company
Missouri
$554K +$252K +2,910 +72%
ACM
524
Apex Capital Management
Ohio
$549K +$94.2K +1,086 +19%
FAAS
525
First Allied Advisory Services
California
$548K +$239K +2,757 +64%

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.