LyondellBasell Industries
695 hedge funds and large institutions have $29.9B invested in LyondellBasell Industries in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 238 increasing their positions, 299 reducing their positions, and 86 closing their positions.
49% more call options, than puts
Call options by funds: $511M | Put options by funds: $342M
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
1.25% more ownership
Funds ownership: 70.29% → 71.54% (+1.2%)
3% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 86
1% less funds holding
Funds holding: 705 → 695 (-10)
20% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 299
27% less capital invested
Capital invested by funds: $40.8B → $29.9B (-$10.9B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
PointState Capital
New York
|
+$501M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$308M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$211M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$206M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$193M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$481M |
| 2 |
D.E. Shaw & Co
New York
|
-$397M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$298M |
| 4 |
Goldman Sachs
New York
|
-$180M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$134M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
776
Group One Trading
Chicago,
Illinois
| – | -$15K | -191 | Closed |
|
|
KCM
777
Karp Capital Management
Sausalito,
California
| – | -$12K | -154 | Closed |
|
|
BC
778
Bartlett & Co
Cincinnati,
Ohio
| – | -$5K | -69 | Closed |
|
|
MFBTD
779
MB Financial Bank - Trust Department
Rosemont,
Illinois
| – | -$2K | -29 | Closed |
|
|
HCC
780
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$1K | -15 | Closed |
|
|
WCM
781
Wealthcare Capital Management
Richmond,
Virginia
| – | +$2.52K | +30 | New |
|
LYB Hedge Fund Activity: Q1 2015 in Review
695 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2015, worth a combined $29.9B — down 27% from $40.8B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of LYB and 83 opened new positions — a net loss of 3 holders — while 299 trimmed existing stakes and 238 added.
The largest buyer was PointState Capital, opening a new position worth an estimated $501M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $481M sold.
- 695 institutional investors held LyondellBasell Industries (LYB) as of Q1 2015, down from 705 in Q4 2014.
- Funds reported $29.9B of LyondellBasell Industries stock for Q1 2015, down 27% quarter-over-quarter.
- 83 funds opened new LyondellBasell Industries positions in Q1 2015 and 86 closed out, a net change of -3 holders.
- The largest LyondellBasell Industries buyer in Q1 2015 was PointState Capital, an estimated $501M added.
- The largest LyondellBasell Industries seller in Q1 2015 was Americafirst Capital Management, an estimated $481M sold.
Based on aggregated 13F filings for Q1 2015.