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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
ED
526
Exane Derivatives
France
$808K +$597K +5,754 +365%
FB
527
Fulton Bank
Pennsylvania
$805K +$26.3K +254 +4%
WSCM
528
Wellington Shields Capital Management
New York
$788K
EGA
529
E&G Advisors
Texas
$786K
DADC
530
D.A. Davidson & Co
Montana
$784K -$382K -3,678 -34%
LTI
531
Laffer Tengler Investments
Tennessee
$783K -$71.8K -692 -9%
AIP
532
Ameritas Investment Partners
Nebraska
$772K -$61.3K -591 -8%
SSB
533
Sandy Spring Bank
Maryland
$772K +$22.8K +220 +3%
KCPG
534
Kavar Capital Partners Group
Kansas
$758K
FI
535
FormulaFolio Investments
Michigan
$726K -$268K -2,583 -28%
ECM
536
Everence Capital Management
Indiana
$723K -$673K -6,490 -50%
MBT
537
Monroe Bank & Trust
Michigan
$723K -$5.5K -53 -0.8%
IB
538
Intrust Bank
Kansas
$721K +$73.5K +709 +12%
AP
539
Advisor Partners
California
$716K +$56.9K +549 +10%
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$703K +$40K +386 +6%
BAM
541
Belpointe Asset Management
Nevada
$689K -$541K -5,220 -46%
PL
542
Parkwood LLC
Ohio
$678K +$113K +1,093 +22%
CAAS
543
Capital Asset Advisory Services
Michigan
$677K -$17.8K -172 -3%
MYLI
544
Meiji Yasuda Life Insurance
Japan
$677K +$49.8K +480 +8%
Balyasny Asset Management
545
Balyasny Asset Management
Illinois
$669K +$142K +1,373 +29%
PAG
546
Private Advisor Group
New Jersey
$666K -$470K -4,532 -44%
JIC
547
Johnson Investment Counsel
Ohio
$661K +$9.34K +90 +2%
OAM
548
Oppenheimer Asset Management
New York
$657K
KI
549
Koch Industries
Kansas
$651K +$612K +5,897 New
MIP
550
Marietta Investment Partners
Wisconsin
$650K

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.