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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
FMT
651
First Mercantile Trust
Tennessee
$37K -$26.6K -307 -40%
FFC
652
First Financial Corp
Indiana
$37K +$5.64K +65 +16%
FAM
653
Fred Alger Management
New York
$36K +$13.2K +152 +50%
OC
654
Oakworth Capital
Alabama
$35K
Manulife (Manufacturers Life Insurance)
655
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35K +$1.67M +19,239 +5%
IC
656
Intersect Capital
California
$33K +$35.9K +414 New
HF
657
Hoxton Financial
West Virginia
$32K +$34.7K +400 New
WA
658
Waverly Advisors
Alabama
$32K +$34.7K +400 New
MCM
659
Manchester Capital Management
Vermont
$30K
Northwestern Mutual Wealth Management
660
Northwestern Mutual Wealth Management
Wisconsin
$28K +$6.94K +80 +30%
ICM
661
ICC Capital Management
Florida
$27K
CFG
662
CKW Financial Group
Hawaii
$25K -$173 -2 -0.6%
AIM
663
Advantage Investment Management
Iowa
$25K +$27.7K +319 New
BC
664
Blackhill Capital
New Jersey
$24K
BBHC
665
Brown Brothers Harriman & Co
New York
$22K -$10.6K -122 -31%
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$1.99K +23 +10%
MUMSS
667
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K -$36.4K -420 -64%
GAM
668
Gemmer Asset Management
California
$17K
FNBT
669
FineMark National Bank & Trust
Florida
$16K -$53.2K -613 -75%
LWCFA
670
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
ACS
671
Archford Capital Strategies
Illinois
$16K +$347 +4 +2%
Group One Trading
672
Group One Trading
Illinois
$15K -$20.1K -232 -55%
IPC
673
Independent Portfolio Consultants
Florida
$12K +$9.97K +115 +383%
KCM
674
Karp Capital Management
California
$12K +$13.4K +154 New
SSB
675
Sandy Spring Bank
Maryland
$11K +$7.37K +85 +170%

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.