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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$70.5M -$2.83M -30,946 -4%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$70.2M -$23.4M -255,819 -23%
BCM
53
Bridgeway Capital Management
Texas
$69.6M -$4.16M -45,450 -5%
Aberdeen Group
54
Aberdeen Group
United Kingdom
$68.4M -$1.51M -16,560 -2%
MHI
55
Miller Howard Investments
New York
$68.3M -$10.5M -115,066 -12%
PI
56
PGGM Investments
Netherlands
$67.7M +$33.9K +371 +0%
BG
57
Bahl & Gaynor
Ohio
$66.9M +$26.1M +285,324 +55%
Axa
58
Axa
France
$66.8M -$7.63M -83,434 -9%
BGC
59
Beutel, Goodman & Co
Ontario, Canada
$66.6M -$135K -1,478 -0.1%
Barclays
60
Barclays
United Kingdom
$64.5M +$20.5M +224,563 +41%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$64.3M -$5.53M -60,400 -7%
Canada Life
62
Canada Life
Manitoba, Canada
$63.7M -$186K -2,036 -0.3%
JP Morgan Chase
63
JP Morgan Chase
New York
$62.3M +$22.3M +243,453 +48%
TA
64
Teachers Advisors
New York
$60.9M -$6.83M -74,692 -9%
BA
65
Bridgewater Associates
Connecticut
$58.6M +$46.3M +506,301 +255%
Barrow, Hanley, Mewhinney & Strauss
66
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.6M -$222K -2,424 -0.4%
First Manhattan
67
First Manhattan
New York
$54.8M +$37.8M +412,788 +168%
CI
68
Cincinnati Insurance
Ohio
$54.2M
Loomis, Sayles & Company
69
Loomis, Sayles & Company
Massachusetts
$52.7M +$2.91M +31,772 +5%
UBS Group
70
UBS Group
Switzerland
$51.6M -$4.45M -48,608 -7%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$51M -$6.3M -68,855 -10%
RFC
72
Regions Financial Corp
Alabama
$48.7M -$173K -1,890 -0.3%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$48.2M +$1.71M +18,698 +3%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$47.5M -$1.54M -16,863 -3%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$47.5M +$940K +10,280 +2%

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.