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LyondellBasell Industries

854 hedge funds and large institutions have $29.1B invested in LyondellBasell Industries in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 332 increasing their positions, 318 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 318

0.22% less ownership

Funds ownership: 73.32%73.1% (-0.22%)

2% less funds holding

Funds holding: 871854 (-17)

8% less capital invested

Capital invested by funds: $31.5B → $29.1B (-$2.39B)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

12% less call options, than puts

Call options by funds: $172M | Put options by funds: $196M

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
854
Holders Change
-17
Holders Change %
-1.95%
% of All Funds
19.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.32%
New
69
Increased
332
Reduced
318
Closed
77
Calls
$172M
Puts
$196M
Net Calls
-$23.7M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
876
Quadrature Capital
United Kingdom
-$1.4M -12,765 Closed
Twin Tree Management
877
Twin Tree Management
Texas
-$1.25M -11,353 Closed
MC
878
Martin Currie
United Kingdom
-$1.23M -11,200 Closed
ZCM
879
Zebra Capital Management
Connecticut
-$1.22M -11,098 Closed
USGIU
880
U.S. Global Investors (USGI)
Texas
-$1.21M -11,000 Closed
IFWM
881
Institute for Wealth Management
Colorado
-$1.22M -10,994 Closed
TW
882
Transform Wealth
Colorado
-$1.19M -10,800 Closed
CG
883
Clinton Group
New York
-$1.14M -10,421 Closed
TCM
884
Teza Capital Management
Illinois
-$1.02M -9,304 Closed
SCC
885
Spring Creek Capital
Kansas
-$960K -8,740 Closed
RA
886
RiverPark Advisors
New York
-$956K -8,700 Closed
VCA
887
Verdence Capital Advisors
Maryland
-$853K -7,761 Closed
VF
888
Virtu Financial
New York
-$842K -7,666 Closed
DTL
889
Dynamic Technology Lab
Singapore
-$797K -7,254 Closed
VWM
890
Venturi Wealth Management
Texas
-$737K -6,500 Closed
CCA
891
Catalyst Capital Advisors
New York
-$687K -6,250 Closed
ANRIA
892
American National Registered Investment Advisor
Texas
-$605K -5,505 Closed
PL
893
Parkwood LLC
Ohio
-$487K -4,437 Closed
Fuller & Thaler Asset Management
894
Fuller & Thaler Asset Management
California
-$450K -4,100 Closed
UFF
895
USA Financial Formulas
Michigan
-$387K -3,666 Closed
Fiera Capital (Canada)
896
Fiera Capital (Canada)
Quebec, Canada
-$353K -3,214 Closed
CA
897
Cynosure Advisors
Utah
-$278K -2,533 Closed
MCM
898
Murphy Capital Management
New Jersey
-$277K -2,525 Closed
Handelsbanken Fonder
899
Handelsbanken Fonder
Sweden
-$275K -2,502 Closed
FCFC
900
First Commonwealth Financial Corp
Pennsylvania
-$267K -2,436 Closed

LYB Hedge Fund Activity: Q3 2018 in Review

854 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2018, worth a combined $29.1B — down 7.6% from $31.5B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of LYB and 69 opened new positions — a net loss of 8 holders — while 318 trimmed existing stakes and 332 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $411M. The largest seller was Fidelity Investments, cutting an estimated $619M.

  • 854 institutional investors held LyondellBasell Industries (LYB) as of Q3 2018, down from 871 in Q2 2018.
  • Funds reported $29.1B of LyondellBasell Industries stock for Q3 2018, down 7.6% quarter-over-quarter.
  • 69 funds opened new LyondellBasell Industries positions in Q3 2018 and 77 closed out, a net change of -8 holders.
  • The largest LyondellBasell Industries buyer in Q3 2018 was Capital International Investors, an estimated $411M added.
  • The largest LyondellBasell Industries seller in Q3 2018 was Fidelity Investments, an estimated $619M sold.

Based on aggregated 13F filings for Q3 2018.