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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
ABC
126
Anchor Bolt Capital
Illinois
$31.4M +$11M +126,526 +47%
NI
127
Numeric Investors
Massachusetts
$30.5M +$22.3M +257,397 +204%
CAM
128
ClariVest Asset Management
California
$29.8M +$2.79M +32,155 +9%
PI
129
PGGM Investments
Netherlands
$29.4M +$453K +5,223 +1%
GIA
130
Gateway Investment Advisers
Ohio
$29M -$2.4M -27,643 -7%
NFA
131
Nationwide Fund Advisors
Ohio
$28.4M -$2.78M -32,060 -8%
ANRF
132
Adams Natural Resources Fund
Maryland
$28.1M
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$28.1M -$14.1K -163 -0%
WG
134
Winton Group
United Kingdom
$27.6M -$47.3M -545,557 -61%
Macquarie Group
135
Macquarie Group
Australia
$27.4M +$18.5M +213,379 +162%
MCM
136
McKinley Capital Management
Alaska
$27.2M -$316K -3,644 -1%
WJA
137
Williams Jones & Associates
New York
$26.8M +$9.37M +108,054 +47%
FQ
138
First Quadrant
California
$26.7M +$60.7K +700 +0.2%
AI
139
Analytic Investors
California
$26.5M +$10.2M +118,190 +55%
DIA
140
Dana Investment Advisors
Wisconsin
$26.2M +$9.66M +111,437 +51%
Renaissance Technologies
141
Renaissance Technologies
New York
$25.5M -$69.4K -800 -0.2%
IGIM
142
I.G. Investment Management
Manitoba, Canada
$25.2M -$1M -11,549 -4%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$25.1M -$197M -2,269,487 -88%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$25.1M +$2.24M +25,798 +9%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$25M -$894K -10,306 -3%
VRS
146
Virginia Retirement Systems
Virginia
$25M +$7.64M +88,142 +39%
SIA
147
Sit Investment Associates
Minnesota
$24.8M -$7.59M -87,510 -22%
RIG
148
Roosevelt Investment Group
New York
$24.5M -$39.5M -455,517 -60%
GMI
149
Greystone Managed Investments
Saskatchewan, Canada
$24.1M -$1.28M -14,710 -5%
RCAMU
150
Rothschild & Co Asset Management US
Connecticut
$24M +$590K +6,801 +2%

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.