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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
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$47.4M +$5.36M +61,860 +12%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$47.3M -$480K -5,530 -0.9%
Principal Financial Group
103
Principal Financial Group
Iowa
$45.9M -$123M -1,418,741 -71%
RCM
104
Riverhead Capital Management
Delaware
$45.6M +$4.87M +56,203 +11%
GC
105
Guggenheim Capital
Illinois
$44.2M +$1.66M +19,097 +4%
UBS Group
106
UBS Group
Switzerland
$44M +$48.1M +554,806 New
SOMRS
107
State of Michigan Retirement System
Michigan
$43.9M +$22M +253,400 +85%
PPA
108
Parametric Portfolio Associates
Washington
$42M -$6.27M -72,344 -12%
ACI
109
AMP Capital Investors
Australia
$41.7M +$1.84M +21,215 +4%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$41.6M +$15.1M +174,000 +50%
SO
111
STRS Ohio
Ohio
$41.4M -$43.5M -501,674 -49%
RIM
112
Rainier Investment Management
Washington
$40.9M +$44.6M +514,777 New
GE
113
General Electric
Ohio
$39.4M -$116M -1,341,283 -73%
USAA
114
United Services Automobile Association
Texas
$39M +$2.34M +27,010 +6%
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$38.2M +$7.81M +90,094 +23%
WBC
116
Westpac Banking Corp
Australia
$38M -$174M -2,010,087 -81%
SB
117
Suntrust Banks
Georgia
$37.7M -$300K -3,457 -0.7%
PI
118
Putnam Investments
Massachusetts
$37.1M +$14.6M +167,863 +56%
BPC
119
Banque Pictet & Cie
Switzerland
$36.5M +$561K +6,467 +1%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$35.4M +$494K +5,700 +1%
Citigroup
121
Citigroup
New York
$34.6M +$694K +8,009 +2%
Axa
122
Axa
France
$34.6M +$3.55M +40,939 +10%
Swiss National Bank
123
Swiss National Bank
Switzerland
$33.1M -$2.8M -32,300 -7%
N
124
Nuveen
North Carolina
$31.8M +$10.4M +119,675 +43%
CEP
125
Chicago Equity Partners
Illinois
$31.4M -$1.98M -22,875 -5%

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.