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LyondellBasell Industries
LYB

638 hedge funds and large institutions have $35.2B invested in LyondellBasell Industries in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 247 increasing their positions, 252 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

13% more call options, than puts

Call options by funds: $300M | Put options by funds: $266M

6% more capital invested

Capital invested by funds: $33.3B → $35.2B (+$1.86B)

4% more funds holding

Funds holding: 614 → 638 (+24)

2% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 252

2.23% less ownership

Funds ownership: 74.55% → 72.32% (-2.2%)

16% less funds holding in top 10

Funds holding in top 10: 43 → 36 (-7)

Holders
638
Holders Change
+24
Holders Change %
+3.91%
% of All Funds
18.42%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
1.04%
New
89
Increased
247
Reduced
252
Closed
56
Calls
$300M
Puts
$266M
Net Calls
+$33.6M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$411M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$154M
3
UBS AM
UBS AM
Illinois
+$151M
4
WJA
Williams Jones & Associates
New York
+$93.5M
5
PC
PointState Capital
New York
+$90.7M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$322M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$286M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$173M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
5
Two Sigma Investments
Two Sigma Investments
New York
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
626
Thompson Davis & Co
Virginia
$6K +$5.72K +68 New
Northwestern Mutual Wealth Management
627
Northwestern Mutual Wealth Management
Wisconsin
$5K -$2.44K -29 -34%
LNB
628
Ledyard National Bank
$5K +$4.46K +53 New
DAM
629
Delta Asset Management
Tennessee
$4K – – –
MIM
630
Macroview Investment Management
Maryland
$4K +$3.79K +45 New
GC
631
Globeflex Capital
California
$3K +$841 +10 +29%
Winslow Capital Management
632
Winslow Capital Management
Minnesota
$3K +$2.52K +30 New
NES
633
New England Securities
New York
$2K +$589 +7 +47%
HCC
634
Hirtle Callaghan & Co
Pennsylvania
$1K -$757 -9 -38%
CAW
635
Cornerstone Advisors (Washington)
Washington
$1K +$757 +9 New
HMS
636
Hanseatic Management Services
New Mexico
$172 -$10.4K -124 -89%
AQR Capital Management
637
AQR Capital Management
Connecticut
– -$286M -3,568,656 Closed
SFM
638
Soros Fund Management
New York
– -$69.7M -867,985 Closed
ACPU
639
Arrowgrass Capital Partners (US)
Delaware
– -$48.9M -609,310 Closed
SCM
640
Stevens Capital Management
Pennsylvania
– -$36.3M -452,176 Closed
MP
641
MSD Partners
New York
– -$26.1M -325,150 Closed
BPM
642
Bronson Point Management
Connecticut
– -$23.9M -297,500 Closed
ZP
643
Zimmer Partners
New York
– -$22.9M -285,689 Closed
ZDA
644
Zweig-DiMenna Associates
New York
– -$22.9M -285,000 Closed
CC
645
Carlson Capital
Texas
– -$17.9M -222,635 Closed
CCM
646
Contrarian Capital Management
Connecticut
– -$16.6M -206,279 Closed
MLM
647
Mount Lucas Management
Pennsylvania
– -$15.7M -194,995 Closed
SCM
648
Sandler Capital Management
New York
– -$13.4M -167,100 Closed
OAM
649
Oxford Asset Management
United Kingdom
– -$10.8M -134,073 Closed
LWCA
650
Locust Wood Capital Advisers
New York
– -$9.48M -118,100 Closed
24 25
26
27 28

LYB Hedge Fund Activity: Q1 2014 in Review

638 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2014, worth a combined $35.2B — up 5.6% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new LYB positions and 56 closed out — a net gain of 33 holders — while 247 added to existing stakes and 252 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $411M. The largest seller was Franklin Resources, cutting an estimated $322M.

  • 638 institutional investors held LyondellBasell Industries (LYB) as of Q1 2014, up from 614 in Q4 2013.
  • Funds reported $35.2B of LyondellBasell Industries stock for Q1 2014, up 5.6% quarter-over-quarter.
  • 89 funds opened new LyondellBasell Industries positions in Q1 2014 and 56 closed out, a net change of +33 holders.
  • The largest LyondellBasell Industries buyer in Q1 2014 was Viking Global Investors, an estimated $411M added.
  • The largest LyondellBasell Industries seller in Q1 2014 was Franklin Resources, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2014.