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LyondellBasell Industries

747 hedge funds and large institutions have $24.9B invested in LyondellBasell Industries in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 279 increasing their positions, 319 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% more ownership

Funds ownership: 73.15%73.25% (+0.1%)

5% less call options, than puts

Call options by funds: $225M | Put options by funds: $236M

2% less funds holding

Funds holding: 765747 (-18)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

7% less capital invested

Capital invested by funds: $26.8B → $24.9B (-$1.97B)

11% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 80

13% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 319

Holders
747
Holders Change
-18
Holders Change %
-2.35%
% of All Funds
18.62%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.35%
New
71
Increased
279
Reduced
319
Closed
80
Calls
$225M
Puts
$236M
Net Calls
-$10.9M
Net Calls Change
-$678M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$90.2M -$299K -3,600 -0.3%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$89M +$9.48M +114,190 +12%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$81.3M +$7.5M +90,300 +10%
Artisan Partners
54
Artisan Partners
Wisconsin
$79.1M +$7.55M +90,923 +11%
CS
55
Credit Suisse
Switzerland
$74.3M -$7.17M -86,387 -9%
BCM
56
Bridgeway Capital Management
Texas
$73.4M +$1.64M +19,800 +2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$72.7M +$993K +11,951 +1%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$69.4M -$1.24M -14,909 -2%
BG
59
Bahl & Gaynor
Ohio
$68.9M -$9.41M -113,279 -12%
WRF
60
Waddell & Reed Financial
Kansas
$68.5M -$7.47M -89,890 -10%
Franklin Resources
61
Franklin Resources
California
$68.3M +$9.09M +109,436 +16%
MHI
62
Miller Howard Investments
New York
$67.6M -$2.69M -32,419 -4%
UBS Group
63
UBS Group
Switzerland
$67.4M -$19.5M -234,225 -23%
American Century Companies
64
American Century Companies
Missouri
$65M -$22.2M -266,888 -26%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$64.8M -$4.66M -56,071 -7%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$63.7M -$1.46M -17,578 -2%
Aviva
67
Aviva
United Kingdom
$63.2M +$4.49M +54,092 +8%
TA
68
Teachers Advisors
New York
$62.3M +$1.18M +14,174 +2%
RFC
69
Regions Financial Corp
Alabama
$58.6M +$211K +2,541 +0.4%
GC
70
Guggenheim Capital
Illinois
$58.3M +$7.85M +94,517 +16%
O
71
OppenheimerFunds
New York
$54.6M +$28.8M +346,480 +115%
GT
72
Glenmede Trust
Pennsylvania
$54.5M
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$54M -$3.29M -39,672 -6%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$52.3M -$264K -3,182 -0.5%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$51.8M -$530K -6,387 -1%

LYB Hedge Fund Activity: Q2 2017 in Review

747 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q2 2017, worth a combined $24.9B — down 7.3% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of LYB and 71 opened new positions — a net loss of 9 holders — while 319 trimmed existing stakes and 279 added.

The largest buyer was Janus Henderson Group, adding an estimated $417M. The largest seller was Bank of America, cutting an estimated $177M.

  • 747 institutional investors held LyondellBasell Industries (LYB) as of Q2 2017, down from 765 in Q1 2017.
  • Funds reported $24.9B of LyondellBasell Industries stock for Q2 2017, down 7.3% quarter-over-quarter.
  • 71 funds opened new LyondellBasell Industries positions in Q2 2017 and 80 closed out, a net change of -9 holders.
  • The largest LyondellBasell Industries buyer in Q2 2017 was Janus Henderson Group, an estimated $417M added.
  • The largest LyondellBasell Industries seller in Q2 2017 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2017.