We are live on ! Find out more
LYB icon

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
P
551
Pitcairn
Pennsylvania
$408K +$44.1K +509 +11%
DVM
552
Dreman Value Management
Florida
$407K +$415K +4,790 +1,426%
NCCM
553
Nine Chapters Capital Management
New Jersey
$405K +$442K +5,100 New
AP
554
AHL Partners
United Kingdom
$403K -$178K -2,053 -29%
FBNAT
555
FirstMerit Bank N.A. Trustee
Ohio
$398K +$86.5K +997 +25%
Acadian Asset Management
556
Acadian Asset Management
Massachusetts
$391K +$311K +3,583 +269%
IFS
557
Ifrah Financial Services
Arkansas
$382K +$177K +2,043 +74%
GMIM
558
General Motors Investment Management
New York
$377K -$1.39M -16,066 -77%
PFS
559
Prospera Financial Services
Texas
$377K +$3.64K +42 +0.9%
ECM
560
Everence Capital Management
Indiana
$371K -$411K -4,741 -50%
LTFS
561
Ladenburg Thalmann Financial Services
Florida
$357K -$555K -6,396 -59%
ASN
562
Advisory Services Network
Georgia
$357K -$29.1K -336 -7%
SCM
563
Shelton Capital Management
Colorado
$352K +$69.4K +800 +22%
DADC
564
D.A. Davidson & Co
Montana
$350K +$39K +450 +11%
Janney Montgomery Scott
565
Janney Montgomery Scott
Pennsylvania
$350K +$26.6K +307 +7%
EGM
566
Engineers Gate Manager
New York
$348K +$380K +4,383 New
JFGIW
567
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$347K +$367K +4,230 +3,088%
CC
568
Cognios Capital
Kansas
$343K +$376K +4,341 New
Cambridge Investment Research Advisors
569
Cambridge Investment Research Advisors
Iowa
$341K -$83.7K -965 -18%
ONB
570
Old National Bancorp
Indiana
$340K +$66.2K +763 +22%
FCFC
571
First Commonwealth Financial Corp
Pennsylvania
$335K +$366K +4,219 New
SIM
572
SSI Investment Management
California
$332K -$257K -2,969 -42%
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$318K +$347K +4,005 New
1GA
574
1st Global Advisors
Texas
$312K -$347K -3,996 -50%
SOADOR
575
State of Alaska Department of Revenue
Alaska
$304K -$167K -1,930 -34%

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.