LyondellBasell Industries
615 hedge funds and large institutions have $33.1B invested in LyondellBasell Industries in 2013 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 250 increasing their positions, 210 reducing their positions, and 44 closing their positions.
150% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 44
21% more call options, than puts
Call options by funds: $251M | Put options by funds: $207M
19% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 210
10% more funds holding
Funds holding: 558 → 615 (+57)
5% more capital invested
Capital invested by funds: $31.5B → $33.1B (+$1.56B)
0% more funds holding in top 10
Funds holding in top 10: 43 → 43 (0)
2.15% less ownership
Funds ownership: 76.7% → 74.54% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$199M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$198M |
| 3 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$157M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$144M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
-$2.17B |
| 2 |
PC
PointState Capital
New York
|
-$202M |
| 3 |
O
OppenheimerFunds
New York
|
-$141M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$126M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$103M |
LYB Hedge Fund Activity: Q4 2013 in Review
615 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2013, worth a combined $33.1B — up 4.9% from $31.5B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new LYB positions and 44 closed out — a net gain of 66 holders — while 250 added to existing stakes and 210 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.
- 615 institutional investors held LyondellBasell Industries (LYB) as of Q4 2013, up from 558 in Q3 2013.
- Funds reported $33.1B of LyondellBasell Industries stock for Q4 2013, up 4.9% quarter-over-quarter.
- 110 funds opened new LyondellBasell Industries positions in Q4 2013 and 44 closed out, a net change of +66 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.