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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
HNB
676
Huntington National Bank
Ohio
$149K -$25.8K -282 -14%
PCM
677
Penserra Capital Management
California
$148K +$47.1K +515 +40%
OC
678
Oakworth Capital
Alabama
$144K -$61.1K -668 -28%
FWM
679
Focused Wealth Management
New York
$141K
ESB
680
Essex Savings Bank
Connecticut
$140K +$155K +1,689 New
CLOS
681
Compagnie Lombard Odier SCmA
Switzerland
$131K -$10.7K -117 -7%
KA
682
Kintegral Advisory
New York
$128K +$141K +1,541 New
PCG
683
Private Capital Group
Connecticut
$126K +$13.1K +143 +10%
WAS
684
WESPAC Advisors SoCal
California
$124K -$50.3K -550 -27%
CAC
685
Certified Advisory Corp
Florida
$119K +$183 +2 +0.1%
SWM
686
SeaCrest Wealth Management
New York
$117K -$2.38K -26 -2%
WT
687
Whittier Trust
California
$116K +$49.7K +543 +63%
IFAM
688
Institutional & Family Asset Management
Colorado
$109K -$4.39K -48 -4%
ACA
689
Atlas Capital Advisors
Wyoming
$107K -$623K -6,812 -84%
IUHSA
690
Itau Unibanco Holding S.A.
Brazil
$103K -$68.4K -748 -37%
DWM
691
Doyle Wealth Management
Florida
$97K +$106K +1,164 New
FGC
692
Financial Gravity Companies
Texas
$94K +$96.9K +1,059 New
ISSM
693
Invesco Senior Secured Management
New York
$93K
CAW
694
Cornerstone Advisors (Washington)
Washington
$85K -$2.93K -32 -3%
AIM
695
Anchor Investment Management
South Carolina
$84K +$32K +350 +53%
RE
696
RBC Europe
United Kingdom
$83.2K -$2.01K -22 -2%
Rockefeller Capital Management
697
Rockefeller Capital Management
New York
$83K +$35.1K +384 +62%
RCAG
698
Rehmann Capital Advisory Group
Michigan
$75.9K -$120K -1,308 -59%
GLI
699
Guardian Life Insurance
New York
$75K
MSFP
700
Mark Sheptoff Financial Planning
Connecticut
$75K

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.