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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
AAS
601
Avantax Advisory Services
Texas
$307K +$337K +3,688 New
TU
602
TDAM USA
Ontario, Canada
$306K +$336K +3,678 New
IA
603
IFP Advisors
Florida
$301K -$61.4K -671 -16%
LOAME
604
Lombard Odier Asset Management (Europe)
United Kingdom
$299K
JIC
605
Johnson Investment Counsel
Ohio
$299K +$41.1K +449 +14%
FCI
606
Financial Counselors Inc
Kansas
$298K
IFS
607
Ifrah Financial Services
Arkansas
$291K -$9.51K -104 -3%
CC
608
Cypress Capital
Tennessee
$291K +$320K +3,498 New
SWP
609
Stratos Wealth Partners
Ohio
$289K -$87.3K -954 -22%
AIC
610
Ameritas Investment Company
Nebraska
$287K +$316K +3,452 New
Wealthfront Advisers
611
Wealthfront Advisers
California
$283K +$311K +3,404 New
FWIA
612
Fort Washington Investment Advisors
Ohio
$282K -$27.4K -300 -8%
BWM
613
Biltmore Wealth Management
Arizona
$281K -$143K -1,559 -32%
PFS
614
Prospera Financial Services
Texas
$276K +$292K +3,197 New
UF
615
Univest Financial
Pennsylvania
$275K +$33.6K +367 +12%
PCMC
616
Paragon Capital Management (Colorado)
Colorado
$275K +$303K +3,308 New
UBV
617
United Bank (Virginia)
Virginia
$274K +$302K +3,300 New
ECM
618
Exchange Capital Management
Michigan
$271K -$20.9K -228 -7%
BFM
619
Boothbay Fund Management
New York
$269K +$296K +3,235 New
TNBTD
620
Trustmark National Bank Trust Department
Mississippi
$267K +$91.5K +1,000 +45%
BCM
621
Bayesian Capital Management
New York
$258K -$906K -9,900 -76%
GC
622
Grace Capital
Massachusetts
$258K +$146K +1,600 +107%
C
623
Cerebellum
California
$258K +$238K +2,599 +519%
DTL
624
Dynamic Technology Lab
Singapore
$258K +$283K +3,094 New
RIM
625
Rampart Investment Management
Connecticut
$255K -$6.69M -73,157 -96%

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.