LyondellBasell Industries
680 hedge funds and large institutions have $36.8B invested in LyondellBasell Industries in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 256 increasing their positions, 260 reducing their positions, and 41 closing their positions.
115% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 41
95% more call options, than puts
Call options by funds: $373M | Put options by funds: $191M
7% more funds holding
Funds holding: 638 → 680 (+42)
5% more capital invested
Capital invested by funds: $34.9B → $36.8B (+$1.91B)
0.8% less ownership
Funds ownership: 72.32% → 71.52% (-0.8%)
2% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 260
3% less funds holding in top 10
Funds holding in top 10: 36 → 35 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$401M |
| 2 |
Two Sigma Investments
New York
|
+$157M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$137M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$111M |
| 5 |
Morgan Stanley
New York
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
-$734M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$250M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$246M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$199M |
| 5 |
WJA
Williams Jones & Associates
New York
|
-$167M |
LYB Hedge Fund Activity: Q2 2014 in Review
680 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q2 2014, worth a combined $36.8B — up 5.5% from $34.9B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new LYB positions and 41 closed out — a net gain of 47 holders — while 256 added to existing stakes and 260 trimmed.
The largest buyer was Norges Bank, adding an estimated $401M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $734M sold.
- 680 institutional investors held LyondellBasell Industries (LYB) as of Q2 2014, up from 638 in Q1 2014.
- Funds reported $36.8B of LyondellBasell Industries stock for Q2 2014, up 5.5% quarter-over-quarter.
- 88 funds opened new LyondellBasell Industries positions in Q2 2014 and 41 closed out, a net change of +47 holders.
- The largest LyondellBasell Industries buyer in Q2 2014 was Norges Bank, an estimated $401M added.
- The largest LyondellBasell Industries seller in Q2 2014 was Carmignac Gestion, an estimated $734M sold.
Based on aggregated 13F filings for Q2 2014.