LyondellBasell Industries
705 hedge funds and large institutions have $39.7B invested in LyondellBasell Industries in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 261 increasing their positions, 305 reducing their positions, and 31 closing their positions.
100% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 31
23% more call options, than puts
Call options by funds: $398M | Put options by funds: $323M
14% more funds holding in top 10
Funds holding in top 10: 35 → 40 (+5)
8% more capital invested
Capital invested by funds: $36.8B → $39.7B (+$2.88B)
4% more funds holding
Funds holding: 680 → 705 (+25)
0.19% less ownership
Funds ownership: 71.52% → 71.32% (-0.19%)
14% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 305
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$439M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$141M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$116M |
| 4 |
MAM
Marketfield Asset Management
New York
|
+$86.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$71.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$489M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$394M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$282M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$220M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$111M |
LYB Hedge Fund Activity: Q3 2014 in Review
705 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2014, worth a combined $39.7B — up 7.8% from $36.8B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new LYB positions and 31 closed out — a net gain of 31 holders — while 261 added to existing stakes and 305 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $439M. The largest seller was Norges Bank, cutting an estimated $489M.
- 705 institutional investors held LyondellBasell Industries (LYB) as of Q3 2014, up from 680 in Q2 2014.
- Funds reported $39.7B of LyondellBasell Industries stock for Q3 2014, up 7.8% quarter-over-quarter.
- 62 funds opened new LyondellBasell Industries positions in Q3 2014 and 31 closed out, a net change of +31 holders.
- The largest LyondellBasell Industries buyer in Q3 2014 was Fidelity Investments, an estimated $439M added.
- The largest LyondellBasell Industries seller in Q3 2014 was Norges Bank, an estimated $489M sold.
Based on aggregated 13F filings for Q3 2014.