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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
Squarepoint
126
Squarepoint
New York
$18.2M -$1.47M -16,109 -7%
ACI
127
AMP Capital Investors
Australia
$17.9M -$3M -32,746 -13%
Mackenzie Financial
128
Mackenzie Financial
Ontario, Canada
$17.6M -$11.6M -127,223 -38%
LM
129
Luminus Management
Texas
$17.3M +$19M +208,000 New
FP
130
Foundry Partners
Minnesota
$17M +$622K +6,800 +3%
CBOA
131
Commonwealth Bank of Australia
Australia
$16.9M +$2.31M +25,227 +14%
HighTower Advisors
132
HighTower Advisors
Illinois
$16.5M +$6.82M +74,597 +60%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$16.5M -$20.7M -226,548 -53%
TAM
134
Todd Asset Management
Kentucky
$16.2M +$614K +6,712 +4%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$16.2M -$123K -1,348 -0.7%
GC
136
Guggenheim Capital
Illinois
$16.1M -$7.2M -78,695 -29%
FWCM
137
Ferguson Wellman Capital Management
Oregon
$15.4M -$899K -9,822 -5%
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$14.7M -$3.01M -32,952 -16%
DRZID
139
DePrince Race & Zollo Inc (DRZ)
Florida
$14.4M +$5.18M +56,616 +49%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$14.2M -$5.52M -60,298 -26%
ZIC
141
ZWJ Investment Counsel
Georgia
$13.4M +$9.63M +105,229 +189%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$13.3M -$515K -5,628 -3%
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$13.1M +$14.4M +157,290 New
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$12.9M +$1.3M +14,193 +10%
KBC Group
145
KBC Group
Belgium
$12.6M -$499K -5,456 -3%
LC
146
Loews Corp
New York
$12.6M +$5.21M +57,000 +60%
Stifel Financial
147
Stifel Financial
Missouri
$12.6M -$688K -7,519 -5%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$12.2M +$384K +4,200 +3%
SO
149
STRS Ohio
Ohio
$12.1M -$235K -2,565 -2%
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$12.1M +$12.3M +134,263 +1,243%

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.