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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
QSS
551
Quantitative Systematic Strategies
Florida
$649K +$610K +5,885 New
PL
552
Perpetual Ltd
Australia
$645K -$104K -1,000 -15%
SIS
553
Sound Income Strategies
Florida
$644K +$609K +5,874 New
CA
554
Cynosure Advisors
Utah
$627K +$589K +5,682 New
BAAM
555
Baker Avenue Asset Management
California
$623K +$585K +5,643 New
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$617K -$384K -3,706 -40%
RCAG
557
Rehmann Capital Advisory Group
Michigan
$613K +$8.19K +79 +1%
SF
558
Synovus Financial
Georgia
$611K +$126K +1,213 +28%
ANRIA
559
American National Registered Investment Advisor
Texas
$607K
OCG
560
Opus Capital Group
Ohio
$607K
SSG
561
Summit Securities Group
New York
$607K +$570K +5,500 New
PWMAG
562
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$21.8K +210 +4%
WPA
563
West Paces Advisors
Georgia
$598K -$11.9K -115 -2%
ECM
564
Exchange Capital Management
Michigan
$593K -$10.9K -105 -2%
DDC
565
DF Dent & Co
Maryland
$586K +$551K +5,308 New
Twin Tree Management
566
Twin Tree Management
Texas
$578K +$424K +4,088 +354%
BL
567
Balentine LLC
Georgia
$577K
VSWA
568
Vontobel Swiss Wealth Advisors
Switzerland
$568K +$534K +5,150 New
CAS
569
Cue Advisory Services
Arizona
$562K -$419K -4,040 -44%
SIM
570
Sonora Investment Management
Arizona
$555K -$2.27M -21,871 -81%
BRWA
571
B. Riley Wealth Advisors
Florida
$550K -$249K -2,402 -33%
RB
572
Rodgers Brothers
Pennsylvania
$549K +$114K +1,102 +28%
MNBTD
573
Moody National Bank Trust Division
Texas
$544K
IP
574
Intellectus Partners
California
$541K +$258K +2,491 +103%
WIA
575
Wealthstreet Investment Advisors
Texas
$541K +$508K +4,900 New

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.