We are live on ! Find out more
LYB icon

LyondellBasell Industries

824 hedge funds and large institutions have $32.7B invested in LyondellBasell Industries in 2017 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 271 increasing their positions, 322 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 62

12% more capital invested

Capital invested by funds: $29.3B → $32.7B (+$3.39B)

8% more funds holding

Funds holding: 761824 (+63)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.48% more ownership

Funds ownership: 74.78%75.26% (+0.48%)

16% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 322

26% less call options, than puts

Call options by funds: $215M | Put options by funds: $290M

Holders
824
Holders Change
+63
Holders Change %
+8.28%
% of All Funds
18.68%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
130
Increased
271
Reduced
322
Closed
62
Calls
$215M
Puts
$290M
Net Calls
-$75M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
626
CPWM LLC
Washington
$351K +$25.4K +245 +8%
Cerity Partners
627
Cerity Partners
New York
$349K -$81.5K -786 -20%
OWD
628
Osborn Williams & Donohoe
Ohio
$348K -$62.2K -600 -16%
SAM
629
Shamrock Asset Management
Texas
$334K
SAA
630
Southeast Asset Advisors
Georgia
$330K +$519 +5 +0.2%
SCM
631
Shelton Capital Management
Colorado
$329K
LW
632
Linscomb Wealth
Texas
$329K +$309K +2,982 New
LK
633
Lumbard & Kellner
New Hampshire
$326K
GG
634
Gofen & Glossberg
Illinois
$322K +$302K +2,916 New
Fiera Capital (Canada)
635
Fiera Capital (Canada)
Quebec, Canada
$320K -$15.2K -147 -5%
PCMC
636
Paragon Capital Management (Colorado)
Colorado
$318K +$299K +2,884 New
DC
637
Davenport & Co
Virginia
$313K +$1.76K +17 +0.6%
FCFC
638
First Commonwealth Financial Corp
Pennsylvania
$310K -$84.6K -816 -23%
KC
639
Kingfisher Capital
North Carolina
$302K -$1.45M -14,018 -84%
TNBTD
640
Trustmark National Bank Trust Department
Mississippi
$302K
HNB
641
Huntington National Bank
Ohio
$299K -$10.3K -99 -4%
GT
642
Greenleaf Trust
Michigan
$298K +$11.1K +107 +4%
WAM
643
Wealthspire Advisors (Maryland)
Maryland
$294K +$40.1K +387 +17%
BDF
644
Balasa Dinverno & Foltz
$289K +$41.8K +403 +18%
CB
645
Commerce Bank
Missouri
$288K
LOAMS
646
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K
CCA
647
Checchi Capital Advisers
California
$285K +$7.26K +70 +3%
SFG
648
SevenBridge Financial Group
Pennsylvania
$284K -$12.6K -121 -4%
CA
649
Cetera Advisors
Colorado
$284K +$11.7K +113 +5%
IR
650
Invictus RG
Bermuda
$284K +$196K +1,894 +280%

LYB Hedge Fund Activity: Q4 2017 in Review

824 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2017, worth a combined $32.7B — up 12% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new LYB positions and 62 closed out — a net gain of 68 holders — while 271 added to existing stakes and 322 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $393M. The largest seller was Credit Agricole, cutting an estimated $279M.

  • 824 institutional investors held LyondellBasell Industries (LYB) as of Q4 2017, up from 761 in Q3 2017.
  • Funds reported $32.7B of LyondellBasell Industries stock for Q4 2017, up 12% quarter-over-quarter.
  • 130 funds opened new LyondellBasell Industries positions in Q4 2017 and 62 closed out, a net change of +68 holders.
  • The largest LyondellBasell Industries buyer in Q4 2017 was Fidelity Investments, an estimated $393M added.
  • The largest LyondellBasell Industries seller in Q4 2017 was Credit Agricole, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2017.