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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
EWM
901
Empirical Wealth Management
Washington
-$292K -2,844 Closed
SSG
902
Summit Securities Group
New York
-$256K -2,800 Closed
Tudor Investment Corp
903
Tudor Investment Corp
Connecticut
-$277K -2,706 Closed
BRWM
904
B. Riley Wealth Management
Tennessee
-$267K -2,604 Closed
DC
905
Davenport & Co
Virginia
-$266K -2,594 Closed
CAM
906
Cypress Asset Management
Texas
-$253K -2,468 Closed
AAM
907
Azzad Asset Management
Virginia
-$253K -2,463 Closed
VFA
908
Voya Financial Advisors
Connecticut
-$249K -2,427 Closed
RM
909
Resource Management
Louisiana
-$241K -2,352 Closed
MA
910
MANA Advisors
New York
-$236K -2,300 Closed
CB
911
Chemical Bank
Michigan
-$234K -2,285 Closed
KC
912
Kingfisher Capital
North Carolina
-$218K -2,129 Closed
AIA
913
Affinity Investment Advisors
California
-$214K -2,087 Closed
SICM
914
Sustainable Insight Capital Management
New York
-$214K -2,083 Closed
PTC
915
Petrus Trust Company
Texas
-$212K -2,068 Closed
BRWA
916
B. Riley Wealth Advisors
Florida
-$213K -2,059 Closed
CC
917
Chicago Capital
Illinois
-$205K -2,000 Closed
SS
918
Sunbelt Securities
Texas
-$203K -1,985 Closed
PAS
919
Park Avenue Securities
New York
-$206K -1,979 Closed
SIC
920
Salem Investment Counselors
North Carolina
-$169K -1,650 Closed
CI Investments Inc
921
CI Investments Inc
Ontario, Canada
-$154K -1,500 Closed
WSTAM
922
Wilbanks Smith & Thomas Asset Management
Virginia
-$150K -1,462 Closed
MUS
923
Mitsubishi UFJ Securities
Japan
-$117K -1,140 Closed
SLF
924
Sun Life Financial
Ontario, Canada
-$103K -1,000 Closed
ML
925
McAdam LLC
Pennsylvania
-$77K -727 Closed

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.