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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
CHAM
526
Clear Harbor Asset Management
Connecticut
$540K +$590K +6,800 New
CAM
527
CG Asset Management
New York
$535K -$709K -8,180 -55%
MIC
528
MU Investments Company
Japan
$527K +$243K +2,800 +75%
CMANY
529
Capital Management Associates (New York)
New York
$518K +$133K +1,530 +31%
PP
530
Paloma Partners
Connecticut
$516K +$312K +3,600 +124%
TNBTD
531
Trustmark National Bank Trust Department
Mississippi
$513K +$342K +3,949 +157%
LPL Financial
532
LPL Financial
California
$509K -$2.71M -31,234 -83%
Squarepoint
533
Squarepoint
New York
$508K +$555K +6,400 New
ATIA
534
American Trust Investment Advisors
New Hampshire
$504K +$550K +6,348 New
AIA
535
AGF Investments America
Ontario, Canada
$500K +$17.3K +200 +3%
LOAME
536
Lombard Odier Asset Management (Europe)
United Kingdom
$495K +$538K +6,200 New
ZDA
537
Zweig-DiMenna Associates
New York
$476K +$330K +3,800 +173%
ECM
538
ETrade Capital Management
Virginia
$454K +$83.2K +959 +20%
WFG
539
Wills Financial Group
Virginia
$452K +$495K +5,705 New
DBT
540
Dubuque Bank & Trust
Iowa
$446K +$111K +1,275 +29%
DLCIG
541
D.L. Carlson Investment Group
New Hampshire
$445K -$1.78M -20,510 -79%
CCB
542
Cutter & Co Brokerage
Missouri
$440K +$480K +5,540 New
HNB
543
Huntington National Bank
Ohio
$435K -$2.73M -31,456 -85%
UOC
544
UBS O'Connor
Illinois
$433K +$473K +5,451 New
CIS
545
Capital International Sarl
California
$429K -$685K -7,900 -59%
BC
546
Barnett & Company
Tennessee
$425K
Bessemer Group
547
Bessemer Group
New Jersey
$425K +$192K +2,209 +70%
ATC
548
Argent Trust Co
Tennessee
$418K +$457K +5,270 New
CIBC World Market
549
CIBC World Market
Ontario, Canada
$411K -$7.8M -89,958 -95%
Creative Planning
550
Creative Planning
Kansas
$411K +$373K +4,298 +490%

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.