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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
11A
176
10-15 Associates
New York
$8.65M +$498K +5,440 +6%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$8.61M +$1.75M +19,077 +23%
CWM
178
CIBC World Markets
New York
$8.59M -$443K -4,844 -4%
CF
179
CNA Financial
Illinois
$8.58M +$3.57M +39,000 +61%
BPC
180
Banque Pictet & Cie
Switzerland
$8.48M -$1.49M -16,321 -14%
ACM
181
Advisors Capital Management
New Jersey
$8.41M +$677K +7,403 +8%
SRAM
182
Stone Ridge Asset Management
New York
$8.41M -$735K -8,038 -7%
MNG
183
Manning & Napier Group
New York
$8.38M +$470K +5,134 +5%
AAM
184
Advisors Asset Management
Colorado
$8.34M -$892K -9,755 -9%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$8.29M -$492K -5,383 -5%
Bank of Nova Scotia
186
Bank of Nova Scotia
Ontario, Canada
$8.09M +$1.43M +15,613 +19%
Citadel Advisors
187
Citadel Advisors
Florida
$8.06M -$169M -1,848,628 -95%
A
188
AustralianSuper
Australia
$7.77M +$8.55M +93,487 New
Grantham, Mayo, Van Otterloo & Co (GMO)
189
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.65M +$146K +1,600 +2%
WJA
190
Williams Jones & Associates
New York
$7.58M -$2.57M -28,073 -24%
MIM
191
MetLife Investment Management
New Jersey
$7.48M -$266K -2,903 -3%
TF
192
TIAA FSB
Florida
$7.43M +$3.38M +36,945 +71%
ERSOT
193
Employees Retirement System of Texas
Texas
$7.41M
FAF
194
Fjarde Ap-fonden
Sweden
$7.31M -$521K -5,700 -6%
MAM
195
Meeder Asset Management
Ohio
$7.25M +$239K +2,608 +3%
Korea Investment Corp
196
Korea Investment Corp
South Korea
$7.19M +$1.09M +11,900 +16%
PP
197
Prudential plc
United Kingdom
$7.11M +$18.6K +203 +0.2%
EP
198
Elkfork Partners
Oregon
$7.09M -$2.44M -26,664 -24%
ZIG
199
Zurich Insurance Group
Switzerland
$7.08M +$2.05M +22,388 +36%
CFC
200
Cincinnati Financial Corp
Ohio
$7.07M

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.