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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
FRA
801
Front Row Advisors
California
$5K
RIA
802
RPG Investment Advisory
California
$5K
CA
803
Claro Advisors
Massachusetts
$5K +$4.21K +46 New
AIA
804
Alera Investment Advisors
Illinois
$5K +$6.04K +66 New
GI
805
Gradient Investments
Minnesota
$4K -$11.9K -130 -72%
NIM
806
NuWave Investment Management
New Jersey
$4K -$2.47K -27 -39%
SFSIG
807
San Francisco Sentry Investment Group
California
$4K -$1.83K -20 -27%
JAM
808
JCIC Asset Management
Ontario, Canada
$4K
GWMIA
809
Global Wealth Management Investment Advisory
Florida
$4K +$4.21K +46 New
CAM
810
ClariVest Asset Management
California
$3K -$30.2M -329,926 -100%
BAM
811
Bruderman Asset Management
New York
$3K -$5.07M -55,396 -100%
PMFA
812
Plante Moran Financial Advisors
Michigan
$3K -$5.31K -58 -61%
BFEC
813
Benjamin F. Edwards & Company
Missouri
$3K
TIM
814
Tortoise Investment Management
New York
$3K
BOPW
815
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3.93K +43 New
NFG
816
Next Financial Group
Texas
$2K -$26.6K -291 -94%
CIR
817
Clear Investment Research
Georgia
$2K -$1.01K -11 -33%
AA
818
AlphaMark Advisors
Kentucky
$2K
ACS
819
Archford Capital Strategies
Illinois
$2K
MRCM
820
M&R Capital Management
New Jersey
$2K
PG
821
Proffitt & Goodson
Tennessee
$2K
RFM
822
Royal Fund Management
Florida
$2K +$823 +9 +45%
EIM
823
Essex Investment Management
Massachusetts
$2K +$2.29K +25 New
FTI
824
Fiduciary Trust International
Massachusetts
$2K +$2.74K +30 New
LWM
825
Liberty Wealth Management
California
$2K +$3.29K +36 New

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.