LyondellBasell Industries
730 hedge funds and large institutions have $35.7B invested in LyondellBasell Industries in 2015 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 288 reducing their positions, and 58 closing their positions.
221% more call options, than puts
Call options by funds: $630M | Put options by funds: $196M
74% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 58
63% more funds holding in top 10
Funds holding in top 10: 19 → 31 (+12)
19% more capital invested
Capital invested by funds: $29.9B → $35.7B (+$5.81B)
5% more funds holding
Funds holding: 695 → 730 (+35)
2.01% more ownership
Funds ownership: 71.54% → 73.55% (+2%)
7% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 288
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$303M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$198M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$167M |
| 4 |
JP Morgan Chase
New York
|
+$165M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$361M |
| 2 |
State Street
Boston,
Massachusetts
|
-$177M |
| 3 |
D.E. Shaw & Co
New York
|
-$168M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$153M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$136M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
776
Bourgeon Capital Management
Darien,
Connecticut
| – | -$219K | -2,500 | Closed |
|
|
SC
777
SRB Corp
Boston,
Massachusetts
| – | -$163K | -1,855 | Closed |
|
|
LS
778
Lupo Securities
Chicago,
Illinois
| – | -$101K | -1,150 | Closed |
|
|
FNYS
779
First New York Securities
New York
| – | -$79K | -900 | Closed |
|
|
TDC
780
Thompson Davis & Co
Richmond,
Virginia
| – | -$35K | -400 | Closed |
|
|
PCTC
781
Perkins Coie Trust Company
Seattle,
Washington
| – | -$31K | -350 | Closed |
|
|
IC
782
Intersect Capital
San Ramon,
California
| – | -$27K | -263 | Closed |
|
|
ZB
783
Zions Bancorporation
Salt Lake City,
Utah
| – | -$18K | -211 | Closed |
|
|
SSG
784
Summit Securities Group
New York
| – | -$18K | -200 | Closed |
|
|
PFSC
785
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| – | -$8K | -88 | Closed |
|
|
CPIG
786
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$6K | -72 | Closed |
|
|
MUS
787
Mitsubishi UFJ Securities
Tokyo,
Japan
| – | -$5K | -60 | Closed |
|
788
Twin Tree Management
Dallas,
Texas
| – | -$1.21K | -12 | Closed |
|
LYB Hedge Fund Activity: Q2 2015 in Review
730 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q2 2015, worth a combined $35.7B — up 19% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new LYB positions and 58 closed out — a net gain of 43 holders — while 269 added to existing stakes and 288 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $303M. The largest seller was Waddell & Reed Financial, cutting an estimated $361M.
- 730 institutional investors held LyondellBasell Industries (LYB) as of Q2 2015, up from 695 in Q1 2015.
- Funds reported $35.7B of LyondellBasell Industries stock for Q2 2015, up 19% quarter-over-quarter.
- 101 funds opened new LyondellBasell Industries positions in Q2 2015 and 58 closed out, a net change of +43 holders.
- The largest LyondellBasell Industries buyer in Q2 2015 was Viking Global Investors, an estimated $303M added.
- The largest LyondellBasell Industries seller in Q2 2015 was Waddell & Reed Financial, an estimated $361M sold.
Based on aggregated 13F filings for Q2 2015.