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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
ECM
626
ETrade Capital Management
Virginia
$255K -$12.3K -135 -4%
BPCE
627
Bank Pictet & Cie (Europe)
Germany
$254K -$234K -2,555 -46%
OWP
628
Obermeyer Wealth Partners
Colorado
$249K
RIA
629
Regal Investment Advisors
Michigan
$248K +$9.61K +105 +4%
SL
630
Signition LP
New York
$248K +$273K +2,979 New
OWD
631
Osborn Williams & Donohoe
Ohio
$246K -$91.5K -1,000 -25%
LK
632
Lumbard & Kellner
New Hampshire
$246K
BOH
633
Bank of Hawaii
Hawaii
$245K +$75.9K +830 +39%
LW
634
Linscomb Wealth
Texas
$244K
GT
635
Greenleaf Trust
Michigan
$242K -$421K -4,597 -61%
OIA
636
Optimum Investment Advisors
Illinois
$242K -$231K -2,525 -46%
S
637
SignatureFD
Georgia
$242K +$13.9K +152 +6%
PA
638
Parallel Advisors
California
$242K +$181K +1,981 +213%
JA
639
JOYN Advisors
Georgia
$241K -$126K -1,382 -32%
SAM
640
Shamrock Asset Management
Texas
$241K
WAM
641
Wealthspire Advisors (Maryland)
Maryland
$239K -$20.9K -228 -7%
BS
642
Boenning & Scattergood
Pennsylvania
$238K
MA
643
Mutual Advisors
Nebraska
$236K -$1.74K -19 -0.7%
MAFM
644
Mid Atlantic Financial Management
Pennsylvania
$233K +$256K +2,797 New
WB
645
WesBanco Bank
West Virginia
$232K
PCM
646
Pointe Capital Management
Michigan
$229K -$823 -9 -0.3%
CIBC Private Wealth Group
647
CIBC Private Wealth Group
Georgia
$224K -$33.2K -363 -12%
CTC
648
Central Trust Company
Missouri
$223K -$29.3K -320 -11%
AAMU
649
Amundi Asset Management US
Massachusetts
$222K +$10.5M +114,796 +4%
Cerity Partners
650
Cerity Partners
New York
$221K +$11K +120 +5%

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.