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LyondellBasell Industries

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: 704705 (+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: 4013 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
776
Jacobus Wealth Management
Wisconsin
-$313K -2,880 Closed
DC
777
Davenport & Co
Virginia
-$309K -2,843 Closed
AIM
778
Allen Investment Management
New York
-$308K -2,836 Closed
SKK
779
Shepherd Kaplan Krochuk
Massachusetts
-$302K -2,777 Closed
CBU
780
CIBC Bank USA
Illinois
-$271K -2,495 Closed
IT
781
Independence Trust
Tennessee
-$268K -2,462 Closed
CBN
782
Cadence Bank NA
Texas
-$265K -2,443 Closed
RHBC
783
R.H. Bluestein & Co
Michigan
-$244K -2,250 Closed
CA
784
Cetera Advisors
Colorado
-$237K -2,203 Closed
CC
785
Courier Capital
New York
-$238K -2,192 Closed
PHK
786
Point72 Hong Kong
Hong Kong
-$238K -2,190 Closed
BJL
787
Brighton Jones LLC
Washington
-$232K -2,132 Closed
RCM
788
Reynolds Capital Management
Nevada
-$228K -2,100 Closed
RMDI
789
R.M. Davis Inc
Maine
-$222K -2,040 Closed
SCP
790
Syntal Capital Partners
Texas
-$190K -1,750 Closed
SSG
791
Summit Securities Group
New York
-$185K -1,700 Closed
CL
792
CFS LLC
Oklahoma
-$134K -1,229 Closed
LM
793
Lasry Marc
-$116K -1,070 Closed
CWG
794
C WorldWide Group
Denmark
-$87K -800 Closed
PTC
795
Private Trust Company
Ohio
-$56K -516 Closed
WRM
796
Westport Resources Management
Connecticut
-$33K -300 Closed
CFA
797
Camarda Financial Advisors
Florida
-$28K -260 Closed
HMS
798
Hanseatic Management Services
New Mexico
-$25K -234 Closed
SFPIA
799
Stevens First Principles Investment Advisors
California
-$19K -179 Closed
KPCM
800
Kings Point Capital Management
New York
-$17K -156 Closed

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.