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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$47.1M -$302K -3,302 -0.6%
Principal Financial Group
77
Principal Financial Group
Iowa
$47M -$792K -8,658 -2%
SOMRS
78
State of Michigan Retirement System
Michigan
$44.6M +$17.8M +194,100 +57%
Asset Management One
79
Asset Management One
Japan
$44.3M +$444K +4,854 +0.9%
RJA
80
Raymond James & Associates
Florida
$43.5M +$13.5M +147,633 +39%
Man Group
81
Man Group
United Kingdom
$43.3M +$7.5M +81,929 +19%
AG
82
Aperio Group
California
$42.7M +$27.6M +301,323 +142%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$42.6M -$1.55M -16,997 -3%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$42M -$69.1K -755 -0.1%
AA
85
ALPS Advisors
Colorado
$41.4M +$2.38M +26,005 +6%
Fidelity International
86
Fidelity International
Bermuda
$40.6M -$3.99M -43,620 -8%
Artisan Partners
87
Artisan Partners
Wisconsin
$39.9M -$7.21M -78,762 -14%
Nordea Investment Management
88
Nordea Investment Management
Sweden
$38.9M -$938K -10,251 -2%
First Trust Advisors
89
First Trust Advisors
Illinois
$38.4M +$2.05M +22,406 +5%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.1M -$14.7M -161,070 -26%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$36M -$277K -3,031 -0.7%
MAM
92
Martingale Asset Management
Massachusetts
$35.9M -$1.11M -12,136 -3%
Massachusetts Financial Services
93
Massachusetts Financial Services
Massachusetts
$35.2M +$2.27M +24,769 +6%
Aviva
94
Aviva
United Kingdom
$33.5M -$2.98M -32,602 -7%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$33.3M -$596K -6,512 -2%
PI
96
Putnam Investments
Massachusetts
$32.7M +$35.6M +389,113 +10,958%
N
97
Nuveen
North Carolina
$32.6M -$104K -1,135 -0.3%
RRAM
98
River Road Asset Management
Kentucky
$32.6M +$12.3M +134,726 +52%
Citigroup
99
Citigroup
New York
$32.5M +$6.58M +71,902 +23%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$32.1M +$3.4M +37,162 +11%

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.