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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
RCG
776
Ruggie Capital Group
Florida
$14K +$15.3K +167 New
TFO
777
Tarbox Family Office
California
$13K -$274 -3 -2%
HR
778
Howe & Rusling
New York
$12K -$29.9K -327 -70%
EARNEST Partners
779
EARNEST Partners
Georgia
$12K -$5.21K -57 -29%
PWMG
780
Prestige Wealth Management Group
New Jersey
$12K +$13.6K +149 New
MPWT
781
MassMutual Private Wealth & Trust
Connecticut
$11.6K
PFBT
782
Parkside Financial Bank & Trust
Missouri
$11K -$1.19K -13 -9%
FANJ
783
Financial Architects (New Jersey)
New Jersey
$10K
RWA
784
Ropes Wealth Advisors
Massachusetts
$10K
WAP
785
Wealthcare Advisory Partners
Pennsylvania
$10K +$183 +2 +2%
CIA
786
CSat Investment Advisory
Michigan
$10K +$6.22K +68 +133%
CFA
787
Clarfeld Financial Advisors
New York
$10K +$10.5K +115 New
SPL
788
Smart Portfolios LLC
Washington
$10K +$10.8K +118 New
BCI
789
Brinker Capital Investments
Pennsylvania
$10K +$11.1K +121 New
VRM
790
Vectors Research Management
New York
$9K
AF
791
Arrow Financial
New York
$8K
TFS
792
TrustCore Financial Services
Tennessee
$8K
SWA
793
Sutton Wealth Advisors
Florida
$7.48K
MCM
794
MV Capital Management
Maryland
$7K +$2.93K +32 +59%
PB
795
Pinnacle Bancorp
Nebraska
$7K +$5.58K +61 New
PWM
796
PRW Wealth Management
Massachusetts
$6K +$7.87K +86 New
BCWM
797
Bartlett & Co Wealth Management
Ohio
$5.49K
Carson Wealth (CWM LLC)
798
Carson Wealth (CWM LLC)
Nebraska
$5K -$6.59K -72 -57%
BC
799
Bartlett & Co
Ohio
$5K
DBT
800
Dubuque Bank & Trust
Iowa
$5K

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.