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LyondellBasell Industries
LYB

614 hedge funds and large institutions have $33.3B invested in LyondellBasell Industries in 2013 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 249 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 44

21% more call options, than puts

Call options by funds: $251M | Put options by funds: $207M

18% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 211

10% more funds holding

Funds holding: 558 → 614 (+56)

6% more capital invested

Capital invested by funds: $31.4B → $33.3B (+$1.96B)

0% more funds holding in top 10

Funds holding in top 10: 43 → 43 (0)

1.85% less ownership

Funds ownership: 76.4% → 74.55% (-1.9%)

Holders
614
Holders Change
+56
Holders Change %
+10.04%
% of All Funds
17.82%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.25%
New
109
Increased
249
Reduced
211
Closed
44
Calls
$251M
Puts
$207M
Net Calls
+$44.3M
Net Calls Change
+$40.9M

Top Buyers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
+$199M
2
TCIM
TIAA CREF Investment Management
New York
+$198M
3
OAMG
Odey Asset Management Group
United Kingdom
+$157M
4
Ameriprise
Ameriprise
Minnesota
+$144M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$128M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$2.17B
2
PC
PointState Capital
New York
-$202M
3
PI
Putnam Investments
Massachusetts
-$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$103M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$143M -$19.2M -250,717 -12%
SCP
52
Soroban Capital Partners
New York
$142M – – –
Two Sigma Investments
53
Two Sigma Investments
New York
$141M +$54.7M +714,326 +69%
Bank of America
54
Bank of America
North Carolina
$137M -$34.8M -454,268 -21%
BlackRock
55
BlackRock
New York
$136M +$5.14M +67,066 +4%
SCA
56
SAC Capital Advisors
Connecticut
$134M +$48.2M +628,983 +61%
MAA
57
Managed Account Advisors
New Jersey
$132M +$6.26M +81,626 +5%
Barclays
58
Barclays
United Kingdom
$129M +$124M +1,615,904 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$129M +$2.27M +29,554 +2%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$128M -$79.8M -1,041,568 -39%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$125M +$36.3M +473,513 +43%
WM
62
WS Management
Florida
$122M +$5.13M +67,000 +5%
Massachusetts Financial Services
63
Massachusetts Financial Services
Massachusetts
$121M +$10.9M +142,355 +10%
O
64
OppenheimerFunds
New York
$120M -$12.9M -168,329 -10%
TA
65
Teachers Advisors
New York
$109M +$37.9M +494,632 +57%
Millennium Management
66
Millennium Management
New York
$107M +$44.6M +582,386 +77%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$106M +$11.5M +149,952 +13%
MCM
68
Munder Capital Management
Michigan
$106M -$1.58M -20,622 -2%
Invesco
69
Invesco
Georgia
$105M +$19.2M +249,979 +24%
BIM
70
BlackRock Investment Management
Delaware
$96.2M +$5.84M +76,231 +7%
CLM
71
ClearBridge LLC (Maryland)
Maryland
$94.1M -$123K -1,609 -0.1%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$93.9M +$72.3K +944 +0.1%
Wells Fargo
73
Wells Fargo
California
$93.8M +$2.32M +30,214 +3%
CANY
74
Caxton Associates (New York)
New York
$91.6M +$56.8M +740,500 +185%
HCM
75
Herndon Capital Management
Georgia
$89.7M -$7.79M -101,607 -8%
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LYB Hedge Fund Activity: Q4 2013 in Review

614 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2013, worth a combined $33.3B — up 6.2% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LYB positions and 44 closed out — a net gain of 65 holders — while 249 added to existing stakes and 211 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $199M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $2.17B sold.

  • 614 institutional investors held LyondellBasell Industries (LYB) as of Q4 2013, up from 558 in Q3 2013.
  • Funds reported $33.3B of LyondellBasell Industries stock for Q4 2013, up 6.2% quarter-over-quarter.
  • 109 funds opened new LyondellBasell Industries positions in Q4 2013 and 44 closed out, a net change of +65 holders.
  • The largest LyondellBasell Industries buyer in Q4 2013 was Waddell & Reed Financial, an estimated $199M added.
  • The largest LyondellBasell Industries seller in Q4 2013 was Apollo Management Holdings, an estimated $2.17B sold.

Based on aggregated 13F filings for Q4 2013.