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LyondellBasell Industries

872 hedge funds and large institutions have $31.5B invested in LyondellBasell Industries in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 334 increasing their positions, 302 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 48

22% more call options, than puts

Call options by funds: $201M | Put options by funds: $164M

11% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 302

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more funds holding

Funds holding: 821872 (+51)

2% more capital invested

Capital invested by funds: $30.9B → $31.5B (+$607M)

0.76% less ownership

Funds ownership: 74.08%73.32% (-0.76%)

Holders
872
Holders Change
+51
Holders Change %
+6.21%
% of All Funds
19.96%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.5%
New
107
Increased
334
Reduced
302
Closed
48
Calls
$201M
Puts
$164M
Net Calls
+$36.6M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
826
Ropes Wealth Advisors
Massachusetts
$13K
CPA
827
Clear Perspective Advisors
Illinois
$12K
WAP
828
Wealthcare Advisory Partners
Pennsylvania
$12K +$110 +1 +0.9%
EIP
829
Epoch Investment Partners
New York
$11K -$47.3K -431 -0.4%
BWP
830
Baldwin Wealth Partners
Massachusetts
$11K -$177K -1,610 -94%
AF
831
Arrow Financial
New York
$11K
LC
832
Landaas & Company
Wisconsin
$11K +$11K +100 New
WF
833
WealthTrust Fairport
Ohio
$10K +$9.88K +90 New
SWA
834
Sutton Wealth Advisors
Florida
$9.89K
OFW
835
Omnia Family Wealth
Florida
$9K
DBT
836
Dubuque Bank & Trust
Iowa
$8K -$8.35K -76 -52%
IP
837
Isthmus Partners
Wisconsin
$8K
SFM
838
Signet Financial Management
New Jersey
$8K
AIL
839
AGF Investments LLC
Ontario, Canada
$7.47K +$4.71M +42,885 +171%
BCWM
840
Bartlett & Co Wealth Management
Ohio
$7.25K -$1.32K -12 -15%
BC
841
Bartlett & Co
Ohio
$7K -$1.32K -12 -15%
Carson Wealth (CWM LLC)
842
Carson Wealth (CWM LLC)
Nebraska
$7K
RIA
843
RPG Investment Advisory
California
$7K
AWM
844
Avior Wealth Management
Nebraska
$6K -$769 -7 -11%
MCM
845
MV Capital Management
Maryland
$6K
JCM
846
Jacobi Capital Management
Pennsylvania
$6K +$3.07K +28 +112%
JAM
847
JCIC Asset Management
Ontario, Canada
$5K
SFSIG
848
San Francisco Sentry Investment Group
California
$4K -$16.6K -151 -82%
LF
849
Lee Financial
Texas
$4K -$3.84K -35 -48%
TIM
850
Tortoise Investment Management
New York
$4K

LYB Hedge Fund Activity: Q2 2018 in Review

872 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q2 2018, worth a combined $31.5B — up 2% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new LYB positions and 48 closed out — a net gain of 59 holders — while 334 added to existing stakes and 302 trimmed.

The largest buyer was Millennium Management, adding an estimated $80.2M. The largest seller was Fidelity Investments, cutting an estimated $494M.

  • 872 institutional investors held LyondellBasell Industries (LYB) as of Q2 2018, up from 821 in Q1 2018.
  • Funds reported $31.5B of LyondellBasell Industries stock for Q2 2018, up 2% quarter-over-quarter.
  • 107 funds opened new LyondellBasell Industries positions in Q2 2018 and 48 closed out, a net change of +59 holders.
  • The largest LyondellBasell Industries buyer in Q2 2018 was Millennium Management, an estimated $80.2M added.
  • The largest LyondellBasell Industries seller in Q2 2018 was Fidelity Investments, an estimated $494M sold.

Based on aggregated 13F filings for Q2 2018.