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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
CC
726
Centiva Capital
New York
$41K +$45.1K +493 New
LFA
727
Legacy Financial Advisors
Kentucky
$40K -$71.1K -777 -62%
TCOV
728
Trust Company of Vermont
Vermont
$40K -$4.12K -45 -9%
ClearBridge Investments
729
ClearBridge Investments
New York
$40K +$1.1K +12 +3%
PK
730
Pflug Koory
Nebraska
$38K +$18.3K +200 +100%
FL
731
Fort LP
Maryland
$37K
PI
732
PEAK6 Investments
Illinois
$36K +$40.1K +438 New
GEA
733
Glen Eagle Advisors
New Jersey
$33.3K
DAM
734
Delta Asset Management
Tennessee
$33K
LWA
735
Lenox Wealth Advisors
New York
$33K
PFC
736
Phocas Financial Corp
California
$33K +$36.6K +400 New
WTC
737
WhitTier Trust Company
Nevada
$32K -$249K -2,723 -88%
AP
738
Advisors Preferred
Maryland
$31K +$34.2K +374 New
BCA
739
Berman Capital Advisors
Georgia
$31K +$34.8K +380 New
HI
740
Hudock Inc
Pennsylvania
$30K
MCM
741
Manchester Capital Management
Vermont
$30K
APA
742
American Portfolios Advisors
New York
$29.3K -$126K -1,372 -80%
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$6.4K -70 -17%
CFA
744
Carroll Financial Associates
North Carolina
$29K
FPFS
745
First Personal Financial Services
North Carolina
$29K
TWA
746
TCI Wealth Advisors
Arizona
$27K -$4.67K -51 -14%
KPW
747
Kore Private Wealth
New York
$27K +$29.7K +325 New
PGWM
748
Parisi Gray Wealth Management
New Jersey
$26K
FCMT
749
Founders Capital Management (Texas)
Texas
$25K
CFGS
750
Concourse Financial Group Securities
Alabama
$25K +$18.8K +206 +194%

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.