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LyondellBasell Industries

705 hedge funds and large institutions have $40.8B invested in LyondellBasell Industries in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $532M | Put options by funds: $393M

14% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 102

3% more capital invested

Capital invested by funds: $39.7B → $40.8B (+$1.14B)

0% more funds holding

Funds holding: 704705 (+1)

3% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 274

1.03% less ownership

Funds ownership: 71.32%70.29% (-1%)

68% less funds holding in top 10

Funds holding in top 10: 4013 (-27)

Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.8%
Holding in Top 10
13
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-67.5%
% of All Funds
0.35%
New
116
Increased
266
Reduced
274
Closed
102
Calls
$532M
Puts
$393M
Net Calls
+$140M
Net Calls Change
+$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
W
626
Wealthfront
California
$127K -$44.4K -512 -24%
MSFP
627
Mark Sheptoff Financial Planning
Connecticut
$127K +$52K +600 +60%
SAMC
628
Shinko Asset Management Company
Japan
$119K -$17.3K -200 -12%
FA
629
Friess Associates
Delaware
$118K
LWM
630
LBA Wealth Management
Florida
$111K +$104K +1,199 +612%
OIA
631
Optimum Investment Advisors
Illinois
$99K +$108K +1,250 New
Simplex Trading
632
Simplex Trading
Illinois
$98K +$107K +1,237 New
CII
633
Capital International Inc
California
$94K +$17.3K +200 +20%
CCMW
634
Cypress Capital Management (Wyoming)
Wyoming
$88.5K +$96.7K +1,115 New
MCM
635
MV Capital Management
Maryland
$84K +$92.3K +1,064 New
NPC
636
National Planning Corporation
California
$75.9K +$87.5K +1,009 New
SF
637
Synovus Financial
Georgia
$70K +$6.07K +70 +9%
Loomis, Sayles & Company
638
Loomis, Sayles & Company
Massachusetts
$69K
CCS
639
Crosspoint Capital Strategies
California
$69K +$75.3K +868 New
EP
640
Edinburgh Partners
United Kingdom
$64K
IMS
641
Index Management Solutions
Pennsylvania
$58K -$688K -7,931 -92%
BPM
642
Bowling Portfolio Management
Ohio
$54.1K +$375K +4,320 +7%
JIC
643
Joel Isaacson & Co
New York
$48K -$15.4K -178 -23%
TIM
644
Tortoise Investment Management
New York
$47K +$1.99K +23 +4%
MA
645
MUFG Americas
New York
$46K +$29.3K +338 +143%
TRCT
646
Tower Research Capital (TRC)
New York
$44K -$415K -4,790 -90%
RNS
647
Robert N. Shapiro
$41K -$54.5K -628 -54%
LFR
648
Lehman Financial Resources
Pennsylvania
$40K
PIM
649
Parasol Investment Management
Illinois
$40K
CHC
650
City Holding Co
West Virginia
$40K +$43.3K +499 New

LYB Hedge Fund Activity: Q4 2014 in Review

705 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2014, worth a combined $40.8B — up 2.9% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LYB positions and 102 closed out — a net gain of 14 holders — while 266 added to existing stakes and 274 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $664M.

  • 705 institutional investors held LyondellBasell Industries (LYB) as of Q4 2014, up from 704 in Q3 2014.
  • Funds reported $40.8B of LyondellBasell Industries stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 116 funds opened new LyondellBasell Industries positions in Q4 2014 and 102 closed out, a net change of +14 holders.
  • The largest LyondellBasell Industries buyer in Q4 2014 was AQR Capital Management, an estimated $320M added.
  • The largest LyondellBasell Industries seller in Q4 2014 was Fidelity Investments, an estimated $664M sold.

Based on aggregated 13F filings for Q4 2014.