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LyondellBasell Industries

872 hedge funds and large institutions have $31.5B invested in LyondellBasell Industries in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 334 increasing their positions, 302 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 48

22% more call options, than puts

Call options by funds: $201M | Put options by funds: $164M

11% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 302

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more funds holding

Funds holding: 821872 (+51)

2% more capital invested

Capital invested by funds: $30.9B → $31.5B (+$607M)

0.76% less ownership

Funds ownership: 74.08%73.32% (-0.76%)

Holders
872
Holders Change
+51
Holders Change %
+6.21%
% of All Funds
19.96%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.5%
New
107
Increased
334
Reduced
302
Closed
48
Calls
$201M
Puts
$164M
Net Calls
+$36.6M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
726
Certified Advisory Corp
Florida
$158K +$110 +1 +0.1%
PCG
727
Private Capital Group
Connecticut
$156K +$3.4K +31 +2%
SWM
728
SeaCrest Wealth Management
New York
$139K +$3.73K +34 +3%
LFA
729
Legacy Financial Advisors
Kentucky
$135K +$130K +1,186 +1,670%
CAM
730
CenterStar Asset Management
Illinois
$132K
MUS
731
Mitsubishi UFJ Securities
Japan
$125K
PCM
732
Penserra Capital Management
California
$124K +$9.33K +85 +8%
ISSM
733
Invesco Senior Secured Management
New York
$120K
RE
734
RBC Europe
United Kingdom
$112K
CAW
735
Cornerstone Advisors (Washington)
Washington
$111K +$2.63K +24 +2%
SLF
736
Sun Life Financial
Ontario, Canada
$110K +$98.2K +894 +843%
ACA
737
Atlas Capital Advisors
Wyoming
$109K +$72.6K +661 +192%
HI
738
Hudock Inc
Pennsylvania
$100K +$60.6K +552 +152%
PA
739
Parallel Advisors
California
$99K -$3.84K -35 -4%
MSFP
740
Mark Sheptoff Financial Planning
Connecticut
$99K
GLI
741
Guardian Life Insurance
New York
$98K +$15.8K +144 +19%
FGAM
742
Financial Gravity Asset Management
Texas
$98K +$35.2K +321 +59%
FAM
743
Fred Alger Management
New York
$93K +$33.4K +304 +56%
KA
744
Kaizen Advisory
Illinois
$89K +$54.6K +497 +158%
SCM
745
Silvant Capital Management
Georgia
$88K
QCG
746
Quadrant Capital Group
Ohio
$87K -$549 -5 -0.6%
Lazard Asset Management
747
Lazard Asset Management
New York
$80K -$169K -1,535 -68%
ML
748
McAdam LLC
Pennsylvania
$80K
TCOV
749
Trust Company of Vermont
Vermont
$76K +$48.4K +441 +178%
WEC
750
Winslow Evans & Crocker
Massachusetts
$74K

LYB Hedge Fund Activity: Q2 2018 in Review

872 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q2 2018, worth a combined $31.5B — up 2% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new LYB positions and 48 closed out — a net gain of 59 holders — while 334 added to existing stakes and 302 trimmed.

The largest buyer was Millennium Management, adding an estimated $80.2M. The largest seller was Fidelity Investments, cutting an estimated $494M.

  • 872 institutional investors held LyondellBasell Industries (LYB) as of Q2 2018, up from 821 in Q1 2018.
  • Funds reported $31.5B of LyondellBasell Industries stock for Q2 2018, up 2% quarter-over-quarter.
  • 107 funds opened new LyondellBasell Industries positions in Q2 2018 and 48 closed out, a net change of +59 holders.
  • The largest LyondellBasell Industries buyer in Q2 2018 was Millennium Management, an estimated $80.2M added.
  • The largest LyondellBasell Industries seller in Q2 2018 was Fidelity Investments, an estimated $494M sold.

Based on aggregated 13F filings for Q2 2018.