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LyondellBasell Industries
LYB

735 hedge funds and large institutions have $25.3B invested in LyondellBasell Industries in 2016 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $986M | Put options by funds: $286M

53% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 75

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

6% more capital invested

Capital invested by funds: $23.8B → $25.3B (+$1.46B)

4% more funds holding

Funds holding: 707 → 735 (+28)

0.53% more ownership

Funds ownership: 71.75% → 72.28% (+0.53%)

16% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 297

Holders
735
Holders Change
+28
Holders Change %
+3.96%
% of All Funds
18.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.38%
New
115
Increased
248
Reduced
297
Closed
75
Calls
$986M
Puts
$286M
Net Calls
+$700M
Net Calls Change
-$40.8M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$594M
2
PC
PointState Capital
New York
+$572M
3
Legal & General Group
Legal & General Group
United Kingdom
+$151M
4
UBS AM
UBS AM
Illinois
+$132M
5
WRF
Waddell & Reed Financial
Kansas
+$103M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$488M
2
IAM
Iridian Asset Management
Connecticut
-$162M
3
Boston Partners
Boston Partners
Massachusetts
-$147M
4
JHIU
Janus Henderson Investors US
Colorado
-$145M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
751
Picton Mahoney Asset Management
Ontario, Canada
– -$5.88M -72,900 Closed
CANY
752
Caxton Associates (New York)
New York
– -$5.65M -70,000 Closed
IGIM
753
I.G. Investment Management
Manitoba, Canada
– -$5.29M -65,580 Closed
SAM
754
Scopus Asset Management
New York
– -$4.44M -55,000 Closed
NP
755
NS Partners
United Kingdom
– -$4.32M -53,557 Closed
CCI
756
Credit Capital Investments
New Jersey
– -$3.24M -40,130 Closed
AFG
757
American Financial Group
Ohio
– -$3.23M -40,000 Closed
DC
758
Deere & Company
Illinois
– -$3.11M -38,510 Closed
SEC
759
Seven Eight Capital
New York
– -$2.62M -32,536 Closed
QT
760
Quantbot Technologies
New York
– -$2.46M -30,521 Closed
LCM
761
LVM Capital Management
Michigan
– -$2.97M -30,398 Closed
CC
762
Cipher Capital
New York
– -$1.64M -20,329 Closed
PP
763
Peconic Partners
New York
– -$1.61M -20,000 Closed
NCMW
764
Northern Capital Management (Wisconsin)
Wisconsin
– -$1.53M -18,925 Closed
LPL Financial
765
LPL Financial
California
– -$1.2M -15,050 Closed
ACA
766
Anchor Capital Advisors
Massachusetts
– -$1.19M -14,700 Closed
BFM
767
Boothbay Fund Management
New York
– -$992K -12,299 Closed
CIM
768
Cetera Investment Management
California
– -$989K -12,261 Closed
HCM
769
Hilton Capital Management
New York
– -$978K -12,128 Closed
Ninety One (UK)
770
Ninety One (UK)
United Kingdom
– -$817K -10,135 Closed
GIA
771
Gargoyle Investment Advisor
New Jersey
– -$755K -9,362 Closed
Wealth Enhancement Advisory Services
772
Wealth Enhancement Advisory Services
Minnesota
– -$681K -8,376 Closed
CI
773
Capital International
California
– -$671K -8,320 Closed
VF
774
Virtu Financial
New York
– -$636K -7,887 Closed
NERM
775
New England Research & Management
Illinois
– -$581K -7,200 Closed
29 30
31
32 33

LYB Hedge Fund Activity: Q4 2016 in Review

735 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2016, worth a combined $25.3B — up 6.1% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LYB positions and 75 closed out — a net gain of 40 holders — while 248 added to existing stakes and 297 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $594M. The largest seller was Norges Bank, cutting an estimated $488M.

  • 735 institutional investors held LyondellBasell Industries (LYB) as of Q4 2016, up from 707 in Q3 2016.
  • Funds reported $25.3B of LyondellBasell Industries stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 115 funds opened new LyondellBasell Industries positions in Q4 2016 and 75 closed out, a net change of +40 holders.
  • The largest LyondellBasell Industries buyer in Q4 2016 was Fidelity Investments, an estimated $594M added.
  • The largest LyondellBasell Industries seller in Q4 2016 was Norges Bank, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2016.