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LyondellBasell Industries

824 hedge funds and large institutions have $32.7B invested in LyondellBasell Industries in 2017 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 271 increasing their positions, 322 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 62

12% more capital invested

Capital invested by funds: $29.3B → $32.7B (+$3.39B)

8% more funds holding

Funds holding: 761824 (+63)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.48% more ownership

Funds ownership: 74.78%75.26% (+0.48%)

16% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 322

26% less call options, than puts

Call options by funds: $215M | Put options by funds: $290M

Holders
824
Holders Change
+63
Holders Change %
+8.28%
% of All Funds
18.68%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
130
Increased
271
Reduced
322
Closed
62
Calls
$215M
Puts
$290M
Net Calls
-$75M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
726
ClearBridge Investments
New York
$44K +$415 +4 +1%
DCM
727
Delpha Capital Management
New York
$43K +$40.6K +391 New
AC
728
Avestar Capital
New York
$42K +$42K +405 New
HI
729
Hudock Inc
Pennsylvania
$39K +$207 +2 +0.6%
GRP
730
Global Retirement Partners
California
$39K +$10.5K +101 +41%
PGWM
731
Parisi Gray Wealth Management
New Jersey
$36K +$33.2K +320 New
KA
732
Kaizen Advisory
Illinois
$35K +$32.6K +314 New
CFA
733
Carroll Financial Associates
North Carolina
$34K
CHC
734
City Holding Co
West Virginia
$34K +$4.67K +45 +17%
CAPTRUST Financial Advisors
735
CAPTRUST Financial Advisors
North Carolina
$34K +$31.6K +305 New
FCMT
736
Founders Capital Management (Texas)
Texas
$33K
EA
737
Edge Advisors
Georgia
$32K +$4.15K +40 +16%
TCOV
738
Trust Company of Vermont
Vermont
$28K +$622 +6 +2%
VIA
739
Vantage Investment Advisors
Pennsylvania
$27K
YWP
740
YorkBridge Wealth Partners
New York
$27K
FIB
741
First Interstate Bank
Montana
$27K +$24.2K +233 +2,330%
HIIFS
742
Harel Insurance Investments & Financial Services
Israel
$25K
WB
743
Webster Bank
Connecticut
$25K
OFW
744
Omnia Family Wealth
Florida
$25K +$15.6K +150 +185%
TL
745
TrueWealth LLC
Georgia
$25K +$23.9K +230 New
GI
746
Gradient Investments
Minnesota
$24K +$22.7K +219 New
FFC
747
First Financial Corp
Indiana
$22K
KTC
748
Kistler-Tiffany Companies
Pennsylvania
$22K
PK
749
Pflug Koory
Nebraska
$22K
FCB
750
First Command Bank
Texas
$21K

LYB Hedge Fund Activity: Q4 2017 in Review

824 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2017, worth a combined $32.7B — up 12% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new LYB positions and 62 closed out — a net gain of 68 holders — while 271 added to existing stakes and 322 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $393M. The largest seller was Credit Agricole, cutting an estimated $279M.

  • 824 institutional investors held LyondellBasell Industries (LYB) as of Q4 2017, up from 761 in Q3 2017.
  • Funds reported $32.7B of LyondellBasell Industries stock for Q4 2017, up 12% quarter-over-quarter.
  • 130 funds opened new LyondellBasell Industries positions in Q4 2017 and 62 closed out, a net change of +68 holders.
  • The largest LyondellBasell Industries buyer in Q4 2017 was Fidelity Investments, an estimated $393M added.
  • The largest LyondellBasell Industries seller in Q4 2017 was Credit Agricole, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2017.