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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
FCFS
751
First Command Financial Services
Texas
$21K
SFSIG
752
San Francisco Sentry Investment Group
California
$21K
FMII
753
Farmers & Merchants Investments Inc
Nebraska
$21K +$622 +6 +3%
VNA
754
Valley National Advisers
Pennsylvania
$20K
SPI
755
Santori & Peters Inc
Pennsylvania
$20K +$19.5K +188 New
PFSC
756
Peoples Financial Services Corp
Pennsylvania
$19K
UOTTAIMCU
757
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19K +$17.6K +170 New
WA
758
Waverly Advisors
Alabama
$19K +$18.2K +175 New
WIM
759
Westside Investment Management
California
$18.8K +$4.15K +40 +32%
AP
760
Advisors Preferred
Maryland
$18K -$50.7K -489 -75%
EARNEST Partners
761
EARNEST Partners
Georgia
$18K +$16.7K +161 New
KJWM
762
Kiley Juergens Wealth Management
Washington
$18K +$17.3K +167 New
MA
763
MUFG Americas
New York
$17K
RIA
764
RPG Investment Advisory
California
$17K
DBT
765
Dubuque Bank & Trust
Iowa
$17K +$1.14K +11 +8%
BBHC
766
Brown Brothers Harriman & Co
New York
$17K +$16.3K +157 New
PFBT
767
Parkside Financial Bank & Trust
Missouri
$16K +$2.08K +20 +16%
RWA
768
Ropes Wealth Advisors
Massachusetts
$16K +$3.01K +29 +25%
HR
769
Howe & Rusling
New York
$15K
VFA
770
Valeo Financial Advisors
Indiana
$15K +$14.5K +140 New
JCM
771
Jacobi Capital Management
Pennsylvania
$14K
NCM
772
New Capital Management
Texas
$13K
FAM
773
Fred Alger Management
New York
$13K +$622 +6 +5%
AWM
774
Avior Wealth Management
Nebraska
$13K +$6.43K +62 +107%
CPA
775
Clear Perspective Advisors
Illinois
$12K

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.