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LyondellBasell Industries

705 hedge funds and large institutions have $40.8B invested in LyondellBasell Industries in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $532M | Put options by funds: $393M

14% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 102

3% more capital invested

Capital invested by funds: $39.7B → $40.8B (+$1.14B)

0% more funds holding

Funds holding: 704705 (+1)

3% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 274

1.03% less ownership

Funds ownership: 71.32%70.29% (-1%)

68% less funds holding in top 10

Funds holding in top 10: 4013 (-27)

Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.8%
Holding in Top 10
13
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-67.5%
% of All Funds
0.35%
New
116
Increased
266
Reduced
274
Closed
102
Calls
$532M
Puts
$393M
Net Calls
+$140M
Net Calls Change
+$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
76
BlackRock Japan
Japan
$66.8M +$15.9M +182,909 +28%
AAMU
77
Amundi Asset Management US
Massachusetts
$66.7M -$95.5M -1,101,590 -57%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$66.7M +$936K +10,790 +1%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$64.6M -$15.4M -177,992 -18%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$63.4M +$4.02M +46,332 +6%
Barclays
81
Barclays
United Kingdom
$62.8M +$36.8M +424,701 +115%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$61.9M -$2.92M -33,697 -4%
Credit Agricole
83
Credit Agricole
France
$61.2M +$12.5M +144,194 +22%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$58.9M -$23.4M -269,528 -27%
Artisan Partners
85
Artisan Partners
Wisconsin
$57.7M +$42.4M +489,053 +206%
WM
86
WS Management
Florida
$57.3M -$30.3M -349,500 -33%
Aviva
87
Aviva
United Kingdom
$56.6M +$1.17M +13,476 +2%
TA
88
Teachers Advisors
New York
$54.7M -$7.73M -89,189 -11%
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$54.6M +$768K +8,859 +1%
Canada Life
90
Canada Life
Manitoba, Canada
$54.2M +$22.9M +264,159 +63%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$52.8M -$2.84M -32,697 -5%
H
92
Hexavest
Quebec, Canada
$52.7M +$425K +4,902 +0.7%
KBC Group
93
KBC Group
Belgium
$52.1M +$44.3M +511,091 +353%
American Century Companies
94
American Century Companies
Missouri
$51.9M -$171M -1,975,299 -75%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$51.6M +$51.7M +596,400 +1,115%
Lord, Abbett & Co
96
Lord, Abbett & Co
New Jersey
$50.2M +$40.8M +470,324 +290%
RFC
97
Russell Frank Company
Washington
$50.1M +$5.31M +61,251 +11%
RJA
98
Raymond James & Associates
Florida
$49.6M +$21.9M +252,169 +68%
CS
99
Credit Suisse
Switzerland
$48.3M -$38.1M -439,063 -42%
RFC
100
Regions Financial Corp
Alabama
$47.7M +$8.1M +93,381 +18%

LYB Hedge Fund Activity: Q4 2014 in Review

705 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2014, worth a combined $40.8B — up 2.9% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LYB positions and 102 closed out — a net gain of 14 holders — while 266 added to existing stakes and 274 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $664M.

  • 705 institutional investors held LyondellBasell Industries (LYB) as of Q4 2014, up from 704 in Q3 2014.
  • Funds reported $40.8B of LyondellBasell Industries stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 116 funds opened new LyondellBasell Industries positions in Q4 2014 and 102 closed out, a net change of +14 holders.
  • The largest LyondellBasell Industries buyer in Q4 2014 was AQR Capital Management, an estimated $320M added.
  • The largest LyondellBasell Industries seller in Q4 2014 was Fidelity Investments, an estimated $664M sold.

Based on aggregated 13F filings for Q4 2014.