LyondellBasell Industries
558 hedge funds and large institutions have $31.5B invested in LyondellBasell Industries in 2013 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 249 increasing their positions, 171 reducing their positions, and 37 closing their positions.
154% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 37
46% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 171
30% more funds holding in top 10
Funds holding in top 10: 33 → 43 (+10)
10% more funds holding
Funds holding: 508 → 558 (+50)
4% more capital invested
Capital invested by funds: $30.3B → $31.5B (+$1.19B)
2% more call options, than puts
Call options by funds: $199M | Put options by funds: $196M
2.93% less ownership
Funds ownership: 79.63% → 76.7% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$273M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$219M |
| 3 |
State Street
Boston,
Massachusetts
|
+$163M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$143M |
| 5 |
O
OppenheimerFunds
New York
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
-$2.85B |
| 2 |
Morgan Stanley
New York
|
-$687M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$300M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$182M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$113M |
LYB Hedge Fund Activity: Q3 2013 in Review
558 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2013, worth a combined $31.5B — up 3.9% from $30.3B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new LYB positions and 37 closed out — a net gain of 57 holders — while 249 added to existing stakes and 171 trimmed.
The largest buyer was Franklin Resources, adding an estimated $273M. The largest seller was Apollo Management Holdings, cutting an estimated $2.85B.
- 558 institutional investors held LyondellBasell Industries (LYB) as of Q3 2013, up from 508 in Q2 2013.
- Funds reported $31.5B of LyondellBasell Industries stock for Q3 2013, up 3.9% quarter-over-quarter.
- 94 funds opened new LyondellBasell Industries positions in Q3 2013 and 37 closed out, a net change of +57 holders.
- The largest LyondellBasell Industries buyer in Q3 2013 was Franklin Resources, an estimated $273M added.
- The largest LyondellBasell Industries seller in Q3 2013 was Apollo Management Holdings, an estimated $2.85B sold.
Based on aggregated 13F filings for Q3 2013.