We are live on ! Find out more
LYB icon

LyondellBasell Industries

872 hedge funds and large institutions have $31.5B invested in LyondellBasell Industries in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 334 increasing their positions, 302 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 48

22% more call options, than puts

Call options by funds: $201M | Put options by funds: $164M

11% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 302

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more funds holding

Funds holding: 821872 (+51)

2% more capital invested

Capital invested by funds: $30.9B → $31.5B (+$607M)

0.76% less ownership

Funds ownership: 74.08%73.32% (-0.76%)

Holders
872
Holders Change
+51
Holders Change %
+6.21%
% of All Funds
19.96%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.5%
New
107
Increased
334
Reduced
302
Closed
48
Calls
$201M
Puts
$164M
Net Calls
+$36.6M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
551
D.A. Davidson & Co
Montana
$828K +$86.8K +791 +12%
FIM
552
Fernwood Investment Management
Massachusetts
$821K -$132K -1,200 -14%
AAM
553
Azzad Asset Management
Virginia
$816K -$686K -6,244 -46%
IA
554
IFP Advisors
Florida
$816K -$404K -3,681 -33%
OPA
555
Old Port Advisors
Maine
$811K +$810K +7,379 New
DTL
556
Dynamic Technology Lab
Singapore
$797K +$286K +2,604 +56%
RG
557
Rikoon Group
New Mexico
$788K -$4.61K -42 -0.6%
TRCT
558
Tower Research Capital (TRC)
New York
$785K +$741K +6,745 +1,686%
WSCM
559
Wellington Shields Capital Management
New York
$784K
LTI
560
Laffer Tengler Investments
Tennessee
$763K -$22K -200 -3%
IB
561
Intrust Bank
Kansas
$754K +$14.5K +132 +2%
OAM
562
Oppenheimer Asset Management
New York
$749K +$23.1K +210 +3%
MIP
563
Marietta Investment Partners
Wisconsin
$746K +$296K +2,700 +66%
VWM
564
Venturi Wealth Management
Texas
$737K +$714K +6,500 New
CG
565
Caprock Group
Idaho
$732K +$134K +1,217 +22%
AP
566
Advisor Partners
California
$718K +$27.4K +250 +4%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$717K +$54.5K +496 +8%
IUHSA
568
Itau Unibanco Holding S.A.
Brazil
$699K -$1.8M -16,382 -72%
OC
569
Oppenheimer & Co
New York
$699K -$1.33M -12,079 -65%
PWMAG
570
Pinnacle Wealth Management Advisory Group
New Jersey
$691K +$85.1K +775 +14%
CCA
571
Catalyst Capital Advisors
New York
$687K +$686K +6,250 New
AIP
572
Ameritas Investment Partners
Nebraska
$677K -$58.2K -530 -8%
IRF
573
IBM Retirement Fund
New York
$676K -$111K -1,010 -14%
WA
574
WealthTrust Axiom
Pennsylvania
$674K +$675K +6,144 New
KRSITF
575
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$665K -$148K -1,352 -18%

LYB Hedge Fund Activity: Q2 2018 in Review

872 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q2 2018, worth a combined $31.5B — up 2% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new LYB positions and 48 closed out — a net gain of 59 holders — while 334 added to existing stakes and 302 trimmed.

The largest buyer was Millennium Management, adding an estimated $80.2M. The largest seller was Fidelity Investments, cutting an estimated $494M.

  • 872 institutional investors held LyondellBasell Industries (LYB) as of Q2 2018, up from 821 in Q1 2018.
  • Funds reported $31.5B of LyondellBasell Industries stock for Q2 2018, up 2% quarter-over-quarter.
  • 107 funds opened new LyondellBasell Industries positions in Q2 2018 and 48 closed out, a net change of +59 holders.
  • The largest LyondellBasell Industries buyer in Q2 2018 was Millennium Management, an estimated $80.2M added.
  • The largest LyondellBasell Industries seller in Q2 2018 was Fidelity Investments, an estimated $494M sold.

Based on aggregated 13F filings for Q2 2018.