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LyondellBasell Industries
LYB

705 hedge funds and large institutions have $40.8B invested in LyondellBasell Industries in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $532M | Put options by funds: $393M

14% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 102

3% more capital invested

Capital invested by funds: $39.7B → $40.8B (+$1.14B)

0% more funds holding

Funds holding: 704 → 705 (+1)

3% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 274

1.03% less ownership

Funds ownership: 71.32% → 70.29% (-1%)

68% less funds holding in top 10

Funds holding in top 10: 40 → 13 (-27)

Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.8%
Holding in Top 10
13
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-67.5%
% of All Funds
0.35%
New
116
Increased
266
Reduced
274
Closed
102
Calls
$532M
Puts
$393M
Net Calls
+$140M
Net Calls Change
+$65.1M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$320M
2
Capital World Investors
Capital World Investors
California
+$298M
3
Deutsche Bank
Deutsche Bank
Germany
+$295M
4
AIG
American International Group
New York
+$285M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$251M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$368M
3
ECU
Egerton Capital (UK)
United Kingdom
-$273M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$267M
5
Franklin Resources
Franklin Resources
California
-$202M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIS
751
National Investment Services
Wisconsin
– -$2.86M -26,313 Closed
CRC
752
Curi RMB Capital
Illinois
– -$2.65M -24,436 Closed
PIP
753
Perennial Investment Partners
Australia
– -$2.34M -21,500 Closed
PMAM
754
Picton Mahoney Asset Management
Ontario, Canada
– -$1.7K -15,600 Closed
Jennison Associates
755
Jennison Associates
New York
– -$1.67M -15,396 Closed
DCM
756
Dialectic Capital Management
Connecticut
– -$1.32M -15,237 Closed
CPS
757
Counsel Portfolio Services
Ontario, Canada
– -$1.51M -13,863 Closed
PRCM
758
Pine River Capital Management
Minnesota
– -$1.25M -11,492 Closed
LBG
759
Lloyds Banking Group
United Kingdom
– -$1.21M -11,151 Closed
TCM
760
Talara Capital Management
New Jersey
– -$1.18M -10,900 Closed
WMSA
761
Weiss Multi-Strategy Advisers
New York
– -$1.09M -10,000 Closed
CS
762
Comerica Securities
Michigan
– -$930K -8,560 Closed
Verition Fund Management
763
Verition Fund Management
Connecticut
– -$847K -7,798 Closed
TI
764
Turner Investments
Pennsylvania
– -$787K -7,240 Closed
QT
765
Quantbot Technologies
New York
– -$722K -6,653 Closed
CPC
766
Cookson Peirce & Co
Pennsylvania
– -$684K -6,297 Closed
CM
767
Churchill Management
California
– -$585K -5,384 Closed
JIC
768
Johnson Investment Counsel
Ohio
– -$571K -5,260 Closed
ASC
769
Atalanta Sosnoff Capital
New York
– -$530K -4,875 Closed
Rafferty Asset Management
770
Rafferty Asset Management
New York
– -$520K -4,788 Closed
SCM
771
Schnieders Capital Management
California
– -$462K -4,250 Closed
CB
772
Commerce Bank
Missouri
– -$359K -3,309 Closed
HFS
773
HL Financial Services
Kentucky
– -$357K -3,290 Closed
ID
774
Integral Derivatives
New York
– -$267K -3,078 Closed
KCM
775
Kornitzer Capital Management
Kansas
– -$331K -3,050 Closed
29 30
31
32 33

LYB Hedge Fund Activity: Q4 2014 in Review

705 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2014, worth a combined $40.8B — up 2.9% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LYB positions and 102 closed out — a net gain of 14 holders — while 266 added to existing stakes and 274 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $664M.

  • 705 institutional investors held LyondellBasell Industries (LYB) as of Q4 2014, up from 704 in Q3 2014.
  • Funds reported $40.8B of LyondellBasell Industries stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 116 funds opened new LyondellBasell Industries positions in Q4 2014 and 102 closed out, a net change of +14 holders.
  • The largest LyondellBasell Industries buyer in Q4 2014 was AQR Capital Management, an estimated $320M added.
  • The largest LyondellBasell Industries seller in Q4 2014 was Fidelity Investments, an estimated $664M sold.

Based on aggregated 13F filings for Q4 2014.