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LyondellBasell Industries
LYB

820 hedge funds and large institutions have $30.9B invested in LyondellBasell Industries in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 279 increasing their positions, 338 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $164M | Put options by funds: $124M

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

0% less funds holding

Funds holding: 824 → 820 (-4)

1.18% less ownership

Funds ownership: 75.26% → 74.08% (-1.2%)

5% less capital invested

Capital invested by funds: $32.7B → $30.9B (-$1.78B)

17% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 338

Holders
820
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
18.79%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
86
Increased
279
Reduced
338
Closed
80
Calls
$164M
Puts
$124M
Net Calls
+$39.4M
Net Calls Change
+$114M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$224M
2
Deutsche Bank
Deutsche Bank
Germany
+$193M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$134M
4
PC
PointState Capital
New York
+$131M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$78.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
2
Capital World Investors
Capital World Investors
California
-$166M
3
Goldman Sachs
Goldman Sachs
New York
-$151M
4
UBS AM
UBS AM
Illinois
-$105M
5
GC
Guggenheim Capital
Illinois
-$75.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
AlphaMark Advisors
Kentucky
$5K – – –
PA
802
Perennial Advisors
New York
$5K – – –
FRA
803
Front Row Advisors
California
$5K +$1.12K +10 +25%
JAM
804
JCIC Asset Management
Ontario, Canada
$5K +$5.59K +50 New
GWS
805
Glassman Wealth Services
Virginia
$4K – – –
TIM
806
Tortoise Investment Management
New York
$4K – – –
JCM
807
Jacobi Capital Management
Pennsylvania
$3K -$11.1K -99 -80%
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.02K +27 New
CB
809
Community Bank
New York
$2K – – –
CFD
810
Creative Financial Designs
Indiana
$2K – – –
LA
811
Legacy Advisors
Pennsylvania
$2K +$1.79K +16 New
Rockefeller Capital Management
812
Rockefeller Capital Management
New York
$2K +$1.79K +16 New
TG
813
TLP Group
Illinois
$2K +$2.23K +20 New
BWL
814
Bogart Wealth LLC
Virginia
$1K – – –
MA
815
MCF Advisors
Kentucky
$1K – – –
ME
816
McIlrath & Eck
Washington
$1K – – –
THWM
817
Taylor Hoffman Wealth Management
Virginia
$1K – – –
SLF
818
Sun Life Financial
Ontario, Canada
$1K +$11.8K +106 New
CI
819
Capital Innovations
Wisconsin
$909 – – –
GCM
820
Glenview Capital Management
New York
– -$43.2M -391,230 Closed
HT
821
HAP Trading
New York
– -$30.6M -277,796 Closed
Holocene Advisors
822
Holocene Advisors
New York
– -$24.8M -224,449 Closed
11A
823
10-15 Associates
New York
– -$12.1M -109,858 Closed
VIA
824
Virtus Investment Advisers
Connecticut
– -$10.2M -92,532 Closed
AC
825
Athanor Capital
New York
– -$10M -91,000 Closed
31 32
33
34 35

LYB Hedge Fund Activity: Q1 2018 in Review

820 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2018, worth a combined $30.9B — down 5.5% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new LYB positions and 80 closed out — a net gain of 6 holders — while 279 added to existing stakes and 338 trimmed.

The largest buyer was BlackRock, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $218M.

  • 820 institutional investors held LyondellBasell Industries (LYB) as of Q1 2018, down from 824 in Q4 2017.
  • Funds reported $30.9B of LyondellBasell Industries stock for Q1 2018, down 5.5% quarter-over-quarter.
  • 86 funds opened new LyondellBasell Industries positions in Q1 2018 and 80 closed out, a net change of +6 holders.
  • The largest LyondellBasell Industries buyer in Q1 2018 was BlackRock, an estimated $224M added.
  • The largest LyondellBasell Industries seller in Q1 2018 was Fidelity Investments, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2018.