LyondellBasell Industries
638 hedge funds and large institutions have $35.2B invested in LyondellBasell Industries in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 247 increasing their positions, 252 reducing their positions, and 56 closing their positions.
59% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 56
13% more call options, than puts
Call options by funds: $300M | Put options by funds: $266M
6% more capital invested
Capital invested by funds: $33.3B → $35.2B (+$1.86B)
4% more funds holding
Funds holding: 614 → 638 (+24)
2% less repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 252
2.23% less ownership
Funds ownership: 74.55% → 72.32% (-2.2%)
16% less funds holding in top 10
Funds holding in top 10: 43 → 36 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$411M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$154M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$151M |
| 4 |
WJA
Williams Jones & Associates
New York
|
+$93.5M |
| 5 |
PC
PointState Capital
New York
|
+$90.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$322M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$286M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$173M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$172M |
| 5 |
Two Sigma Investments
New York
|
-$147M |
LYB Hedge Fund Activity: Q1 2014 in Review
638 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2014, worth a combined $35.2B — up 5.6% from $33.3B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new LYB positions and 56 closed out — a net gain of 33 holders — while 247 added to existing stakes and 252 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $411M. The largest seller was Franklin Resources, cutting an estimated $322M.
- 638 institutional investors held LyondellBasell Industries (LYB) as of Q1 2014, up from 614 in Q4 2013.
- Funds reported $35.2B of LyondellBasell Industries stock for Q1 2014, up 5.6% quarter-over-quarter.
- 89 funds opened new LyondellBasell Industries positions in Q1 2014 and 56 closed out, a net change of +33 holders.
- The largest LyondellBasell Industries buyer in Q1 2014 was Viking Global Investors, an estimated $411M added.
- The largest LyondellBasell Industries seller in Q1 2014 was Franklin Resources, an estimated $322M sold.
Based on aggregated 13F filings for Q1 2014.