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LyondellBasell Industries

837 hedge funds and large institutions have $22B invested in LyondellBasell Industries in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 269 increasing their positions, 366 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 116

2% less funds holding

Funds holding: 854837 (-17)

2.69% less ownership

Funds ownership: 73.1%70.41% (-2.7%)

17% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $115M

24% less capital invested

Capital invested by funds: $29.1B → $22B (-$7.08B)

27% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 366

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
837
Holders Change
-17
Holders Change %
-1.99%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.18%
New
108
Increased
269
Reduced
366
Closed
116
Calls
$94.7M
Puts
$115M
Net Calls
-$19.9M
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
551
Fort Sheridan Advisors
Illinois
$443K +$487K +5,325 New
BBWA
552
Bell & Brown Wealth Advisors
California
$437K +$11.4K +125 +2%
PWMAG
553
Pinnacle Wealth Management Advisory Group
New Jersey
$436K -$140K -1,530 -23%
SPC
554
Sigma Planning Corp
Michigan
$431K +$62.8K +686 +15%
DAS
555
Dynamic Advisor Solutions
Arizona
$429K -$1.44M -15,751 -76%
TA
556
Tiedemann Advisors
New York
$428K +$13.7K +150 +3%
CCA
557
Cruiser Capital Advisors
Connecticut
$425K +$467K +5,109 New
NA
558
Navellier & Associates
Nevada
$424K +$15K +164 +3%
CA
559
Cetera Advisors
Colorado
$424K +$157K +1,716 +50%
TFS
560
Thoroughbred Financial Services
Tennessee
$418K +$461K +5,036 New
EVM
561
Eaton Vance Management
Massachusetts
$415K +$32.1K +351 +8%
VIA
562
Vident Investment Advisory
Georgia
$415K +$123K +1,348 +37%
NICM
563
Neo Ivy Capital Management
New York
$415K +$457K +4,993 New
GCA
564
Gideon Capital Advisors
New York
$406K +$446K +4,879 New
OC
565
Oppenheimer & Co
New York
$404K +$54.3K +594 +14%
RC
566
RegentAtlantic Capital
New Jersey
$404K +$183K +2,001 +70%
IRF
567
IBM Retirement Fund
New York
$401K -$39.9K -436 -8%
MC
568
Machina Capital
France
$401K +$441K +4,823 New
SGCA
569
Steel Grove Capital Advisors
Tennessee
$392K -$809K -8,838 -65%
Creative Planning
570
Creative Planning
Kansas
$391K +$31.6K +345 +8%
SF
571
Synovus Financial
Georgia
$384K -$70.6K -772 -14%
GEM
572
Global Endowment Management
North Carolina
$384K +$72.3K +790 +21%
CB
573
Commerce Bank
Missouri
$380K +$98.4K +1,076 +31%
HIM
574
Hotaling Investment Management
Pennsylvania
$380K +$418K +4,565 New
SFI
575
SPC Financial Inc
Maryland
$370K

LYB Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2018, worth a combined $22B — down 24% from $29.1B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of LYB and 108 opened new positions — a net loss of 8 holders — while 366 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $478M. The largest seller was Fidelity Investments, cutting an estimated $753M.

  • 837 institutional investors held LyondellBasell Industries (LYB) as of Q4 2018, down from 854 in Q3 2018.
  • Funds reported $22B of LyondellBasell Industries stock for Q4 2018, down 24% quarter-over-quarter.
  • 108 funds opened new LyondellBasell Industries positions in Q4 2018 and 116 closed out, a net change of -8 holders.
  • The largest LyondellBasell Industries buyer in Q4 2018 was Capital World Investors, an estimated $478M added.
  • The largest LyondellBasell Industries seller in Q4 2018 was Fidelity Investments, an estimated $753M sold.

Based on aggregated 13F filings for Q4 2018.