LyondellBasell Industries
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$199M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$198M |
| 3 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$157M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$144M |
| 5 |
VOYA Investment Management
Atlanta,
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
Boston,
Massachusetts
|
-$126M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$103M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$88.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOAMC
651
Spirit of America Management Corp
Syosset,
New York
| – | -$161K | -2,200 | Closed |
|
|
SOADOR
652
State of Alaska Department of Revenue
Juneau,
Alaska
| – | -$143K | -1,965 | Closed |
|
|
ST
653
Spot Trading
Chicago,
Illinois
| – | -$96.5K | -1,259 | Closed |
|
|
LM
654
Litespeed Management
New York
| – | -$56K | -765 | Closed |
|
655
Jones Financial Companies
Des Peres,
Missouri
| – | -$44K | -597 | Closed |
|
|
CA
656
CapWealth Advisors
Franklin,
Tennessee
| – | -$25K | -336 | Closed |
|
|
TIM
657
Tortoise Investment Management
White Plains,
New York
| – | -$9K | -125 | Closed |
|
|
NC
658
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$5K | -69 | Closed |
|
|
AA
659
Apriem Advisors
Irvine,
California
| – | -$2K | -25 | Closed |
|
|
BC
660
Bartlett & Co
Cincinnati,
Ohio
| – | -$2K | -25 | Closed |
|
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.