We are live on ! Find out more
LYB icon

LyondellBasell Industries
LYB

614 hedge funds and large institutions have $33.3B invested in LyondellBasell Industries in 2013 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 249 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 44

21% more call options, than puts

Call options by funds: $251M | Put options by funds: $207M

18% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 211

10% more funds holding

Funds holding: 558 → 614 (+56)

6% more capital invested

Capital invested by funds: $31.4B → $33.3B (+$1.96B)

0% more funds holding in top 10

Funds holding in top 10: 43 → 43 (0)

1.85% less ownership

Funds ownership: 76.4% → 74.55% (-1.9%)

Holders
614
Holders Change
+56
Holders Change %
+10.04%
% of All Funds
17.82%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.25%
New
109
Increased
249
Reduced
211
Closed
44
Calls
$251M
Puts
$207M
Net Calls
+$44.3M
Net Calls Change
+$40.9M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$199M
2
TCIM
TIAA CREF Investment Management
New York
+$198M
3
OAMG
Odey Asset Management Group
United Kingdom
+$157M
4
Ameriprise
Ameriprise
Minnesota
+$144M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$128M

Top Sellers

1
AMH
Apollo Management Holdings
New York
-$2.17B
2
PC
PointState Capital
New York
-$202M
3
PI
Putnam Investments
Massachusetts
-$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$103M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.48B -$9.96M -129,902 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.88B +$58M +756,670 +3%
State Street
3
State Street
Massachusetts
$1.55B +$20.5M +267,967 +1%
Franklin Resources
4
Franklin Resources
California
$1.38B -$88.3M -1,152,407 -6%
BIT
5
BlackRock Institutional Trust
California
$1.04B +$2.93M +38,218 +0.3%
JHIU
6
Janus Henderson Investors US
Colorado
$993M -$21.6M -281,512 -2%
Capital World Investors
7
Capital World Investors
California
$943M – – –
CG
8
Carmignac Gestion
France
$683M -$3.51M -45,800 -0.5%
Viking Global Investors
9
Viking Global Investors
Connecticut
$640M -$103M -1,338,917 -14%
JP Morgan Chase
10
JP Morgan Chase
New York
$618M -$22.5M -293,612 -4%
Ameriprise
11
Ameriprise
Minnesota
$602M +$144M +1,879,256 +33%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$595M -$42.8M -558,669 -7%
TCIM
13
TIAA CREF Investment Management
New York
$589M +$198M +2,588,875 +55%
AllianceBernstein
14
AllianceBernstein
Tennessee
$506M -$45.4M -592,413 -9%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$487M +$30.1M +393,044 +7%
Northern Trust
16
Northern Trust
Illinois
$446M -$15.4M -200,613 -3%
WRF
17
Waddell & Reed Financial
Kansas
$436M +$199M +2,590,540 +91%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$433M +$53.6M +699,151 +15%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$409M -$88.6M -1,155,450 -18%
EVM
20
Eaton Vance Management
Massachusetts
$371M +$2.73M +35,671 +0.8%
Norges Bank
21
Norges Bank
Norway
$363M -$45.9M -598,805 -12%
BFA
22
BlackRock Fund Advisors
California
$347M +$22.7M +296,566 +7%
BG
23
BlackRock Group
United Kingdom
$287M +$1.17M +15,321 +0.4%
AQR Capital Management
24
AQR Capital Management
Connecticut
$286M +$31.1M +406,296 +13%
American Century Companies
25
American Century Companies
Missouri
$281M -$3.98M -51,914 -1%
1
2 3 4 5

LYB Hedge Fund Activity: Q4 2013 in Review

614 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2013, worth a combined $33.3B — up 6.2% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LYB positions and 44 closed out — a net gain of 65 holders — while 249 added to existing stakes and 211 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $199M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $2.17B sold.

  • 614 institutional investors held LyondellBasell Industries (LYB) as of Q4 2013, up from 558 in Q3 2013.
  • Funds reported $33.3B of LyondellBasell Industries stock for Q4 2013, up 6.2% quarter-over-quarter.
  • 109 funds opened new LyondellBasell Industries positions in Q4 2013 and 44 closed out, a net change of +65 holders.
  • The largest LyondellBasell Industries buyer in Q4 2013 was Waddell & Reed Financial, an estimated $199M added.
  • The largest LyondellBasell Industries seller in Q4 2013 was Apollo Management Holdings, an estimated $2.17B sold.

Based on aggregated 13F filings for Q4 2013.