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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
FHA
751
Flagship Harbor Advisors
Massachusetts
$24K
GAM
752
Gemmer Asset Management
California
$23K +$3.02K +33 +13%
CBT
753
Capital Bank & Trust
California
$22K -$3.11K -34 -12%
AC
754
Avestar Capital
New York
$21K -$28.8K -315 -52%
GRP
755
Global Retirement Partners
California
$21K
ST
756
Smithfield Trust
Pennsylvania
$20K -$24.3K -266 -52%
CHC
757
City Holding Co
West Virginia
$20K -$5.49K -60 -20%
CFG
758
Citizens Financial Group
Rhode Island
$20K
WANY
759
Wealthspire Advisors (New York)
New York
$20K +$21.5K +235 New
HIIFS
760
Harel Insurance Investments & Financial Services
Israel
$19K
VNA
761
Valley National Advisers
Pennsylvania
$19K +$4.57K +50 +27%
RFA
762
Reilly Financial Advisors
California
$18K -$101K -1,100 -83%
TL
763
TrueWealth LLC
Georgia
$18K -$4.57K -50 -19%
FMII
764
Farmers & Merchants Investments Inc
Nebraska
$17K
FFC
765
First Financial Corp
Indiana
$17K
GCM
766
Gables Capital Management
Florida
$17K
KTC
767
Kistler-Tiffany Companies
Pennsylvania
$17K
PFSC
768
Peoples Financial Services Corp
Pennsylvania
$17K
SMFS
769
Squar Milner Financial Services
California
$17K
VEA
770
Virtus ETF Advisers
New York
$17K
FCA
771
FinTrust Capital Advisors
South Carolina
$17K +$18.8K +205 New
FCB
772
First Command Bank
Texas
$16K
FCFS
773
First Command Financial Services
Texas
$16K
TFA
774
Transamerica Financial Advisors
Florida
$15K +$1.1K +12 +8%
RWA
775
River Wealth Advisors
Pennsylvania
$14K

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.