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LyondellBasell Industries
LYB

614 hedge funds and large institutions have $33.3B invested in LyondellBasell Industries in 2013 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 249 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 44

21% more call options, than puts

Call options by funds: $251M | Put options by funds: $207M

18% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 211

10% more funds holding

Funds holding: 558 → 614 (+56)

6% more capital invested

Capital invested by funds: $31.4B → $33.3B (+$1.96B)

0% more funds holding in top 10

Funds holding in top 10: 43 → 43 (0)

1.85% less ownership

Funds ownership: 76.4% → 74.55% (-1.9%)

Holders
614
Holders Change
+56
Holders Change %
+10.04%
% of All Funds
17.82%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.25%
New
109
Increased
249
Reduced
211
Closed
44
Calls
$251M
Puts
$207M
Net Calls
+$44.3M
Net Calls Change
+$40.9M

Top Buyers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
+$199M
2
TCIM
TIAA CREF Investment Management
New York
+$198M
3
OAMG
Odey Asset Management Group
United Kingdom
+$157M
4
Ameriprise
Ameriprise
Minnesota
+$144M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$128M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$2.17B
2
PC
PointState Capital
New York
-$202M
3
PI
Putnam Investments
Massachusetts
-$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$103M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
626
Archipel Asset Management
Sweden
– -$10.9M -148,837 Closed
LOGI
627
Long Oar Global Investors
New York
– -$5.31M -72,500 Closed
CAM
628
Centre Asset Management
New York
– -$4.7M -64,120 Closed
NI
629
Numeric Investors
Massachusetts
– -$4.04M -55,100 Closed
IGM
630
Incline Global Management
New York
– -$3.82M -52,200 Closed
PCP
631
Perimeter Capital Partners
Georgia
– -$3.57M -48,698 Closed
ICM
632
Ionic Capital Management
New York
– -$3.44M -44,882 Closed
WIM
633
Waverton Investment Management
United Kingdom
– -$2.15M -29,390 Closed
PG
634
Portola Group
California
– -$1.74M -23,700 Closed
LG
635
Leuthold Group
Minnesota
– -$1.55M -21,136 Closed
JCM
636
Jasinkiewicz Capital Management
New Jersey
– -$1.47M -20,000 Closed
GF
637
Gerry Farber
New York
– -$1.39M -19,000 Closed
Jennison Associates
638
Jennison Associates
New York
– -$1.16M -15,831 Closed
AL
639
Airain Ltd
Guernsey
– -$718K -9,800 Closed
DCC
640
Dow Chemical Company
Michigan
– -$692K -9,443 Closed
JIP
641
Jaffetilchin Investment Partners
Florida
– -$675K -9,218 Closed
PIP
642
Palisades Investment Partners
California
– -$564K -7,700 Closed
SGI
643
SAC Global Investors
United Kingdom
– -$439K -6,000 Closed
JG
644
Jefferies Group
New York
– -$386K -5,268 Closed
Janney Montgomery Scott
645
Janney Montgomery Scott
Pennsylvania
– -$306K -4,176 Closed
HCMT
646
Highland Capital Management (Texas)
Texas
– -$286K -3,900 Closed
IRS
647
Invictus RG (Singapore)
Singapore
– -$280K -3,828 Closed
RCM
648
Reynolds Capital Management
Nevada
– -$227K -3,100 Closed
SAG
649
Sterne Agee Group
Alabama
– -$226K -3,085 Closed
LCM
650
Laurion Capital Management
New York
– -$220K -3,000 Closed
23 24 25
26
27

LYB Hedge Fund Activity: Q4 2013 in Review

614 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2013, worth a combined $33.3B — up 6.2% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LYB positions and 44 closed out — a net gain of 65 holders — while 249 added to existing stakes and 211 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $199M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $2.17B sold.

  • 614 institutional investors held LyondellBasell Industries (LYB) as of Q4 2013, up from 558 in Q3 2013.
  • Funds reported $33.3B of LyondellBasell Industries stock for Q4 2013, up 6.2% quarter-over-quarter.
  • 109 funds opened new LyondellBasell Industries positions in Q4 2013 and 44 closed out, a net change of +65 holders.
  • The largest LyondellBasell Industries buyer in Q4 2013 was Waddell & Reed Financial, an estimated $199M added.
  • The largest LyondellBasell Industries seller in Q4 2013 was Apollo Management Holdings, an estimated $2.17B sold.

Based on aggregated 13F filings for Q4 2013.