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LyondellBasell Industries
LYB

704 hedge funds and large institutions have $39.7B invested in LyondellBasell Industries in 2014 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 262 increasing their positions, 305 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 31

23% more call options, than puts

Call options by funds: $398M | Put options by funds: $323M

14% more funds holding in top 10

Funds holding in top 10: 35 → 40 (+5)

7% more capital invested

Capital invested by funds: $37.2B → $39.7B (+$2.52B)

4% more funds holding

Funds holding: 680 → 704 (+24)

0.19% less ownership

Funds ownership: 71.52% → 71.32% (-0.19%)

14% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 305

Holders
704
Holders Change
+24
Holders Change %
+3.53%
% of All Funds
20.42%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1.16%
New
61
Increased
262
Reduced
305
Closed
31
Calls
$398M
Puts
$323M
Net Calls
+$74.6M
Net Calls Change
-$106M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$439M
2
JHIU
Janus Henderson Investors US
Colorado
+$141M
3
ECU
Egerton Capital (UK)
United Kingdom
+$116M
4
MAM
Marketfield Asset Management
New York
+$86.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$71.3M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$489M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$394M
3
TCIM
TIAA CREF Investment Management
New York
-$282M
4
WRF
Waddell & Reed Financial
Kansas
-$220M
5
BIT
BlackRock Institutional Trust
California
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
NES
701
New England Securities
New York
$2K – – –
RFS
702
Rockefeller Financial Services
New York
$2K – – –
TFO
703
Tarbox Family Office
California
$2K +$1.41K +13 +163%
PMAM
704
Picton Mahoney Asset Management
Ontario, Canada
$1.7K +$1.69M +15,600 New
FNYS
705
First New York Securities
New York
$1.63K +$1.62K +15 New
GCM
706
Graham Capital Management
Connecticut
– -$41.4M -423,600 Closed
HCM
707
Hamlin Capital Management
New York
– -$18.3M -187,853 Closed
BC
708
Bocage Capital
California
– -$11.6M -118,913 Closed
LP
709
LMR Partners
United Kingdom
– -$7.41M -75,852 Closed
SCM
710
Suffolk Capital Management
New York
– -$6.21M -63,600 Closed
OM
711
Ospraie Management
New York
– -$5.37M -55,000 Closed
PAM
712
Princeton Alpha Management
New Jersey
– -$4.88M -49,940 Closed
CCS
713
Crosspoint Capital Strategies
California
– -$4.72M -43,063 Closed
AL
714
Airain Ltd
Guernsey
– -$3.19M -32,723 Closed
DCM
715
Driehaus Capital Management
Illinois
– -$3.19M -32,722 Closed
WCM
716
Westend Capital Management
California
– -$2.28M -22,483 Closed
PFG
717
Piershale Financial Group
Illinois
– -$2.04M -20,914 Closed
GCA
718
Gideon Capital Advisors
New York
– -$1.75M -17,898 Closed
CAM
719
Castlerock Asset Management
New York
– -$1.65M -16,860 Closed
LPU
720
Lansdowne Partners (UK)
United Kingdom
– -$1.16M -11,895 Closed
CIBC Private Wealth Group
721
CIBC Private Wealth Group
Georgia
– -$1.1M -11,303 Closed
Fiera Capital (Canada)
722
Fiera Capital (Canada)
Quebec, Canada
– -$1.09M -11,168 Closed
CAM
723
Cubic Asset Management
Massachusetts
– -$880K -9,010 Closed
HI
724
HBK Investments
Texas
– -$791K -8,100 Closed
YCMGA
725
York Capital Management Global Advisors
New York
– -$636K -6,511 Closed
26 27 28
29
30

LYB Hedge Fund Activity: Q3 2014 in Review

704 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2014, worth a combined $39.7B — up 6.8% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new LYB positions and 31 closed out — a net gain of 30 holders — while 262 added to existing stakes and 305 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $439M. The largest seller was Norges Bank, cutting an estimated $489M.

  • 704 institutional investors held LyondellBasell Industries (LYB) as of Q3 2014, up from 680 in Q2 2014.
  • Funds reported $39.7B of LyondellBasell Industries stock for Q3 2014, up 6.8% quarter-over-quarter.
  • 61 funds opened new LyondellBasell Industries positions in Q3 2014 and 31 closed out, a net change of +30 holders.
  • The largest LyondellBasell Industries buyer in Q3 2014 was Fidelity Investments, an estimated $439M added.
  • The largest LyondellBasell Industries seller in Q3 2014 was Norges Bank, an estimated $489M sold.

Based on aggregated 13F filings for Q3 2014.