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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
PR
701
Payden & Rygel
California
$75K
WTB
702
Washington Trust Bank
Washington
$74K
KA
703
Kaizen Advisory
Illinois
$73K +$6.59K +72 +9%
QCG
704
Quadrant Capital Group
Ohio
$72K +$5.86K +64 +7%
Schroder Investment Management Group
705
Schroder Investment Management Group
United Kingdom
$68.8K -$5.79M -63,262 -7%
FMT
706
First Mercantile Trust
Tennessee
$68K +$28.4K +310 +61%
ONST
707
Old North State Trust
North Carolina
$68K +$62.8K +686 +512%
SCM
708
Silvant Capital Management
Georgia
$66K
FAM
709
Fred Alger Management
New York
$61K -$4.67K -51 -6%
LC
710
Lindbrook Capital
California
$60K +$66.8K +730 New
PCP
711
Proficio Capital Partners
Massachusetts
$58K +$9.7K +106 +18%
WEC
712
Winslow Evans & Crocker
Massachusetts
$56K
Simplex Trading
713
Simplex Trading
Illinois
$55K -$1.62M -17,754 -96%
Capstone Investment Advisors
714
Capstone Investment Advisors
New York
$55K -$314K -3,434 -84%
GT
715
Glenmede Trust
Pennsylvania
$53.2K -$14.5M -158,930 -20%
PCA
716
Peddock Capital Advisors
Massachusetts
$53K
WIM
717
Westside Investment Management
California
$52K +$45.7K +500 +400%
ZB
718
Zions Bancorporation
Utah
$51K +$55.8K +610 New
MOS
719
MGO One Seven
Ohio
$51K +$56.4K +616 New
CHP
720
Cable Hill Partners
Oregon
$50K
OIA
721
OneDigital Investment Advisors
Kansas
$49K +$54.1K +591 New
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K +$50.3K +550 New
PAMU
723
Pictet Asset Management (UK)
United Kingdom
$43.1K +$19.9M +217,408 +72%
CAM
724
Cresset Asset Management
Illinois
$43K +$46.9K +513 New
FIB
725
First Interstate Bank
Montana
$42K -$25.4K -278 -36%

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.