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LyondellBasell Industries
LYB

665 hedge funds and large institutions have $16B invested in LyondellBasell Industries in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 249 increasing their positions, 263 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

18% more call options, than puts

Call options by funds: $158M | Put options by funds: $134M

12% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 66

8% more capital invested

Capital invested by funds: $14.9B → $16B (+$1.18B)

0.36% more ownership

Funds ownership: 67.79% → 68.16% (+0.36%)

0% more funds holding

Funds holding: 663 → 665 (+2)

5% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 263

Holders
665
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
13.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
74
Increased
249
Reduced
263
Closed
66
Calls
$158M
Puts
$134M
Net Calls
+$24.3M
Net Calls Change
-$18.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$225M
3
A
AustralianSuper
Australia
+$75.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$74.1M
5
Capital International Investors
Capital International Investors
California
+$61.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$428M
2
Ameriprise
Ameriprise
Minnesota
-$91M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.1M
4
AAMU
Amundi Asset Management US
Massachusetts
-$53.1M
5
Norges Bank
Norges Bank
Norway
-$50.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
526
Jackson Square Capital
California
$169K +$165K +2,391 New
BGC
527
Beutel, Goodman & Co
Ontario, Canada
$165K – – –
CCM
528
Covington Capital Management
California
$164K – – –
FWM
529
Focused Wealth Management
New York
$137K – – –
PWMG
530
Prestige Wealth Management Group
New Jersey
$137K +$4.77K +69 +4%
IA
531
IndexIQ Advisors
New York
$134K +$79.3K +1,148 +151%
JWM
532
Jeppson Wealth Management
California
$130K +$128K +1,845 New
CFB
533
Cullen/Frost Bankers
Texas
$125K +$4.7K +68 +4%
BFEC
534
Benjamin F. Edwards & Company
Missouri
$111K -$39.2K -567 -26%
AF
535
Advisornet Financial
Minnesota
$110K -$3.18K -46 -3%
GC
536
Grace Capital
Massachusetts
$105K – – –
MSFP
537
Mark Sheptoff Financial Planning
Connecticut
$104K +$22.5K +325 +28%
S
538
SignatureFD
Georgia
$101K -$5.88K -85 -6%
PA
539
Parallel Advisors
California
$99K -$15.1K -218 -13%
IMRF
540
Illinois Municipal Retirement Fund
Illinois
$98K +$95.8K +1,386 New
HCP
541
Hexagon Capital Partners
Arkansas
$96K +$93K +1,345 New
WEC
542
Winslow Evans & Crocker
Massachusetts
$94K -$10.2K -148 -10%
GWM
543
Geneos Wealth Management
Colorado
$93K -$9.4K -136 -9%
SIA
544
Sit Investment Associates
Minnesota
$90K -$31.1K -450 -26%
SIC
545
Salem Investment Counselors
North Carolina
$86K +$4.7K +68 +6%
CIA
546
CSat Investment Advisory
Michigan
$77K +$4.22K +61 +6%
CFGS
547
Concourse Financial Group Securities
Alabama
$77K +$8.09K +117 +12%
OC
548
Oakworth Capital
Alabama
$73K -$4.08K -59 -5%
RE
549
RBC Europe
United Kingdom
$70.5K – – –
MMG
550
Monetary Management Group
Missouri
$70K – – –
20 21
22
23 24

LYB Hedge Fund Activity: Q3 2020 in Review

665 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2020, worth a combined $16B — up 8% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new LYB positions and 66 closed out — a net gain of 8 holders — while 249 added to existing stakes and 263 trimmed.

The largest buyer was Vanguard Group, adding an estimated $247M. The largest seller was Capital World Investors, cutting an estimated $428M.

  • 665 institutional investors held LyondellBasell Industries (LYB) as of Q3 2020, up from 663 in Q2 2020.
  • Funds reported $16B of LyondellBasell Industries stock for Q3 2020, up 8% quarter-over-quarter.
  • 74 funds opened new LyondellBasell Industries positions in Q3 2020 and 66 closed out, a net change of +8 holders.
  • The largest LyondellBasell Industries buyer in Q3 2020 was Vanguard Group, an estimated $247M added.
  • The largest LyondellBasell Industries seller in Q3 2020 was Capital World Investors, an estimated $428M sold.

Based on aggregated 13F filings for Q3 2020.