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LyondellBasell Industries

695 hedge funds and large institutions have $29.9B invested in LyondellBasell Industries in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 238 increasing their positions, 299 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $511M | Put options by funds: $342M

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

1.25% more ownership

Funds ownership: 70.29%71.54% (+1.2%)

3% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 86

1% less funds holding

Funds holding: 705695 (-10)

20% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 299

27% less capital invested

Capital invested by funds: $40.8B → $29.9B (-$10.9B)

Holders
695
Holders Change
-10
Holders Change %
-1.42%
% of All Funds
18.52%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.51%
New
83
Increased
238
Reduced
299
Closed
86
Calls
$511M
Puts
$342M
Net Calls
+$168M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Cetera Advisors
Colorado
$221K +$213K +2,532 New
HSA
602
Hussman Strategic Advisors
Maryland
$220K
WTB
603
Washington Trust Bank
Washington
$220K
BCM
604
Bourgeon Capital Management
Connecticut
$219K -$391K -4,650 -65%
GLRA
605
Gerald L. Ray & Associates
Texas
$215K +$206K +2,450 New
SS
606
Sunbelt Securities
Texas
$211K +$202K +2,402 New
PGFC
607
Peapack-Gladstone Financial Corp
New Jersey
$207K +$199K +2,361 New
CS
608
Comerica Securities
Michigan
$205K +$197K +2,339 New
BDF
609
Balasa Dinverno & Foltz
$201K +$192K +2,284 New
BJL
610
Brighton Jones LLC
Washington
$201K +$193K +2,291 New
PCM
611
Parsons Capital Management
Rhode Island
$200K +$191K +2,275 New
MSFP
612
Mark Sheptoff Financial Planning
Connecticut
$176K +$33.6K +400 +25%
TI
613
Turner Investments
Pennsylvania
$166K +$159K +1,890 New
NYLT
614
New York Life Trust
New York
$165K -$5.05K -60 -3%
SC
615
SRB Corp
Massachusetts
$163K +$18.8K +224 +14%
ED
616
Exane Derivatives
France
$158K -$37.4K -445 -20%
GLI
617
Guardian Life Insurance
New York
$152K -$53.5K -636 -27%
PR
618
Payden & Rygel
California
$140K
FFC
619
First Financial Corp
Indiana
$137K +$92.5K +1,100 +237%
LWM
620
LBA Wealth Management
Florida
$130K +$6.73K +80 +6%
MCM
621
MV Capital Management
Maryland
$124K +$28.8K +343 +32%
SAMC
622
Shinko Asset Management Company
Japan
$116K -$15.2K -181 -12%
CCMW
623
Cypress Capital Management (Wyoming)
Wyoming
$113K +$14.7K +175 +16%
OIA
624
Optimum Investment Advisors
Illinois
$110K
LS
625
Lupo Securities
Illinois
$101K +$96.7K +1,150 New

LYB Hedge Fund Activity: Q1 2015 in Review

695 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2015, worth a combined $29.9B — down 27% from $40.8B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of LYB and 83 opened new positions — a net loss of 3 holders — while 299 trimmed existing stakes and 238 added.

The largest buyer was PointState Capital, opening a new position worth an estimated $501M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $481M sold.

  • 695 institutional investors held LyondellBasell Industries (LYB) as of Q1 2015, down from 705 in Q4 2014.
  • Funds reported $29.9B of LyondellBasell Industries stock for Q1 2015, down 27% quarter-over-quarter.
  • 83 funds opened new LyondellBasell Industries positions in Q1 2015 and 86 closed out, a net change of -3 holders.
  • The largest LyondellBasell Industries buyer in Q1 2015 was PointState Capital, an estimated $501M added.
  • The largest LyondellBasell Industries seller in Q1 2015 was Americafirst Capital Management, an estimated $481M sold.

Based on aggregated 13F filings for Q1 2015.