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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
OCG
576
Opus Capital Group
Ohio
$366K
HVIA
577
Hudson Valley Investment Advisors
New York
$365K -$981K -10,725 -71%
WA
578
WealthTrust Axiom
Pennsylvania
$362K -$140K -1,532 -26%
WIA
579
Wealthstreet Investment Advisors
Texas
$362K -$18.3K -200 -5%
QC
580
Quadrature Capital
United Kingdom
$358K +$394K +4,302 New
PCM
581
Prelude Capital Management
New York
$355K +$383K +4,191 +5,049%
MBT
582
Monroe Bank & Trust
Michigan
$354K +$4.57K +50 +1%
DWM
583
Dynasty Wealth Management
Florida
$349K -$51K -558 -12%
HK
584
Horizon Kinetics
New York
$348K +$1.83K +20 +0.5%
Parallax Volatility Advisers
585
Parallax Volatility Advisers
California
$347K -$17.1K -187 -4%
SCP
586
Syntal Capital Partners
Texas
$347K +$382K +4,180 New
PGAM
587
Princeton Global Asset Management
New Jersey
$346K +$381K +4,161 New
BDF
588
Balasa Dinverno & Foltz
$340K -$127K -1,388 -25%
HIM
589
Hillsdale Investment Management
Ontario, Canada
$338K -$54.9K -600 -13%
MIP
590
Marietta Investment Partners
Wisconsin
$333K -$247K -2,700 -40%
IP
591
Intellectus Partners
California
$332K -$162K -1,768 -31%
EWM
592
Evermay Wealth Management
Virginia
$331K +$364K +3,980 New
STA
593
Summit Trail Advisors
New York
$325K -$230K -2,514 -39%
WAS
594
Winch Advisory Services
Wisconsin
$324K -$57.4K -627 -14%
BC
595
Banced Corp
Illinois
$324K +$19.4K +212 +6%
AC
596
Allstate Corporation
Illinois
$324K +$357K +3,897 New
TAIM
597
TD Ameritrade Investment Management
Nebraska
$320K +$130K +1,425 +59%
LRIA
598
Leonard Rickey Investment Advisors
Washington
$315K +$1.37K +15 +0.4%
II
599
Inspire Investing
Idaho
$315K +$62.5K +683 +22%
SP
600
Symmetry Partners
Connecticut
$313K +$344K +3,765 New

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.