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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
BSW
651
Buckingham Strategic Wealth
Missouri
$220K +$2.65K +29 +1%
CCA
652
Checchi Capital Advisers
California
$219K -$14.7K -161 -6%
MA
653
MUFG Americas
New York
$216K +$224K +2,449 +1,601%
AFG
654
Albion Financial Group
Utah
$216K +$238K +2,600 New
IWM
655
IHT Wealth Management
Illinois
$215K -$193K -2,111 -45%
SCM
656
Shelton Capital Management
Colorado
$212K
VLC
657
Van Leeuwen & Company
New Jersey
$212K +$233K +2,545 New
WG
658
Winton Group
United Kingdom
$210K -$42.4K -464 -15%
CCM
659
Covington Capital Management
California
$210K
FCA
660
FLC Capital Advisors
California
$210K +$232K +2,531 New
SAA
661
Southeast Asset Advisors
Georgia
$209K +$640 +7 +0.3%
DSI
662
Daiwa SB Investments
Japan
$205K +$60.4K +660 +37%
SCA
663
Snowden Capital Advisors
New York
$203K -$207K -2,260 -48%
BFC
664
Bedel Financial Consulting
Indiana
$201K +$274 +3 +0.1%
QT
665
Quantamental Technologies
New York
$197K +$217K +2,370 New
RA
666
Rational Advisors
New York
$179K +$6.68K +73 +4%
BWA
667
BDO Wealth Advisors
Florida
$178K +$13.4K +147 +7%
FA
668
Fortis Advisors
Pennsylvania
$172K +$171K +1,873 +956%
WCA
669
Windsor Creek Advisors
Vermont
$166K +$183K +2,000 New
CAGAS
670
Capital Advisory Group Advisory Services
Minnesota
$163K -$355K -3,881 -66%
Lazard Asset Management
671
Lazard Asset Management
New York
$160K +$110K +1,202 +165%
JCM
672
Jacobi Capital Management
Pennsylvania
$160K +$171K +1,865 +3,519%
OFW
673
Omnia Family Wealth
Florida
$153K +$158K +1,730 +1,663%
RCM
674
Riverpark Capital Management
New York
$153K +$169K +1,842 New
ARMT
675
Amica Retiree Medical Trust
Rhode Island
$150K

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.