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LyondellBasell Industries

735 hedge funds and large institutions have $25.3B invested in LyondellBasell Industries in 2016 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $986M | Put options by funds: $286M

53% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 75

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

6% more capital invested

Capital invested by funds: $23.8B → $25.3B (+$1.46B)

4% more funds holding

Funds holding: 707735 (+28)

0.53% more ownership

Funds ownership: 71.75%72.28% (+0.53%)

16% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 297

Holders
735
Holders Change
+28
Holders Change %
+3.96%
% of All Funds
18.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.38%
New
115
Increased
248
Reduced
297
Closed
75
Calls
$986M
Puts
$286M
Net Calls
+$700M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
51
Boston Partners
Massachusetts
$99.9M -$147M -1,753,186 -60%
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$98.3M -$3.17M -37,820 -3%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$95.2M -$2.9M -34,600 -3%
American Century Companies
54
American Century Companies
Missouri
$93.2M +$11.9M +141,337 +15%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$91.2M +$2.62M +31,227 +3%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$86.8M -$119M -1,421,871 -58%
Marshall Wace
57
Marshall Wace
United Kingdom
$85.1M -$51M -608,049 -38%
Swiss National Bank
58
Swiss National Bank
Switzerland
$84.8M -$1.68M -20,000 -2%
CS
59
Credit Suisse
Switzerland
$83.7M +$18M +214,480 +28%
BlackRock
60
BlackRock
New York
$80.7M -$8.48M -101,103 -10%
Barrow, Hanley, Mewhinney & Strauss
61
Barrow, Hanley, Mewhinney & Strauss
Texas
$80.1M -$16.9M -200,977 -18%
MHI
62
Miller Howard Investments
New York
$79.4M -$3.91M -46,579 -5%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$77.8M -$5.96M -71,000 -7%
DZ Bank
64
DZ Bank
Germany
$74.8M +$73.2M +872,043 New
BG
65
Bahl & Gaynor
Ohio
$72.9M -$20.9M -248,800 -23%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$70M +$382K +4,555 +0.6%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$67.5M +$26.2M +312,392 +66%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$65.6M -$75.9M -904,331 -54%
Artisan Partners
69
Artisan Partners
Wisconsin
$63.6M +$3.23M +38,450 +5%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$63.4M -$3.78M -45,099 -6%
BPC
71
Banque Pictet & Cie
Switzerland
$63.1M -$194K -2,315 -0.3%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$63M -$1.61M -19,200 -3%
AllianceBernstein
73
AllianceBernstein
Tennessee
$63M -$20.7M -246,925 -25%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$62.7M -$32.7M -389,104 -35%
TA
75
Teachers Advisors
New York
$62.6M +$5.3M +63,213 +9%

LYB Hedge Fund Activity: Q4 2016 in Review

735 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2016, worth a combined $25.3B — up 6.1% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LYB positions and 75 closed out — a net gain of 40 holders — while 248 added to existing stakes and 297 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $594M. The largest seller was Norges Bank, cutting an estimated $488M.

  • 735 institutional investors held LyondellBasell Industries (LYB) as of Q4 2016, up from 707 in Q3 2016.
  • Funds reported $25.3B of LyondellBasell Industries stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 115 funds opened new LyondellBasell Industries positions in Q4 2016 and 75 closed out, a net change of +40 holders.
  • The largest LyondellBasell Industries buyer in Q4 2016 was Fidelity Investments, an estimated $594M added.
  • The largest LyondellBasell Industries seller in Q4 2016 was Norges Bank, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2016.