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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
TFA
676
Transamerica Financial Advisors
Florida
$10K -$421K -4,850 -98%
BOK
677
Bank of Kentucky
Kentucky
$10K
CFA
678
Carroll Financial Associates
North Carolina
$9K -$22.9K -264 -71%
BPBT
679
Boston Private Bank & Trust
Massachusetts
$9K -$13.4K -155 -58%
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$9K -$694 -8 -6%
NFG
681
Next Financial Group
Texas
$8K -$45.1K -520 -84%
MA
682
MCF Advisors
Kentucky
$8K -$4.34K -50 -32%
PFSC
683
Peoples Financial Services Corp
Pennsylvania
$7K -$26K -300 -77%
CG
684
Colony Group
Massachusetts
$7K -$9.28K -107 -55%
WEC
685
Winslow Evans & Crocker
Massachusetts
$6.51K -$630K -7,266 -99%
KT
686
Kanaly Trust
Texas
$6K -$7.8K -90 -53%
ClearBridge Investments
687
ClearBridge Investments
New York
$6K -$6.76K -78 -53%
OSNBOA
688
Old Second National Bank of Aurora
Illinois
$6K
TWA
689
TCI Wealth Advisors
Arizona
$6K
RIA
690
Regal Investment Advisors
Michigan
$5K -$24.1K -278 -82%
TDC
691
Thompson Davis & Co
Virginia
$5K -$13.4K -154 -72%
CPIG
692
Chicago Partners Investment Group
Illinois
$5K +$5.64K +65 New
BC
693
Bartlett & Co
Ohio
$5K +$5.98K +69 New
LNB
694
Ledyard National Bank
$4K
TF
695
Tompkins Financial
New York
$4K
TJHA
696
Thomas J. Herzfeld Advisors
Florida
$4K +$4.86K +56 New
LWA
697
Lenox Wealth Advisors
New York
$3K -$4.08K -47 -57%
CAW
698
Cornerstone Advisors (Washington)
Washington
$3K +$1.91K +22 +138%
BRWA
699
B. Riley Wealth Advisors
Florida
$2.44K +$40.3K +465 +11%
BFEC
700
Benjamin F. Edwards & Company
Missouri
$2K -$443K -5,106 -100%

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.