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LyondellBasell Industries

705 hedge funds and large institutions have $40.8B invested in LyondellBasell Industries in 2014 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $532M | Put options by funds: $393M

14% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 102

3% more capital invested

Capital invested by funds: $39.7B → $40.8B (+$1.14B)

0% more funds holding

Funds holding: 704705 (+1)

3% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 274

1.03% less ownership

Funds ownership: 71.32%70.29% (-1%)

68% less funds holding in top 10

Funds holding in top 10: 4013 (-27)

Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
18.8%
Holding in Top 10
13
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-67.5%
% of All Funds
0.35%
New
116
Increased
266
Reduced
274
Closed
102
Calls
$532M
Puts
$393M
Net Calls
+$140M
Net Calls Change
+$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$12.4B -$12.3M -142,052 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.89B +$26M +300,038 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.8B -$664M -7,656,728 -25%
State Street
4
State Street
Massachusetts
$1.55B +$4.14M +47,725 +0.2%
JHIU
5
Janus Henderson Investors US
Colorado
$1.2B +$182M +2,100,768 +16%
Capital World Investors
6
Capital World Investors
California
$1.01B +$298M +3,433,000 +37%
BIT
7
BlackRock Institutional Trust
California
$954M +$26.1M +301,163 +3%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$770M +$251M +2,891,249 +42%
Franklin Resources
9
Franklin Resources
California
$630M -$202M -2,326,074 -23%
Ameriprise
10
Ameriprise
Minnesota
$600M +$102M +1,178,308 +18%
Deutsche Bank
11
Deutsche Bank
Germany
$511M +$295M +3,401,183 +112%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$495M -$40M -460,851 -7%
Northern Trust
13
Northern Trust
Illinois
$482M -$8.62M -99,413 -2%
ACM
14
Americafirst Capital Management
California
$481M +$526K +6,062 New
JP Morgan Chase
15
JP Morgan Chase
New York
$443M -$12.6M -145,534 -3%
BG
16
BlackRock Group
United Kingdom
$407M +$95.7M +1,103,233 +27%
Morgan Stanley
17
Morgan Stanley
New York
$375M +$110M +1,263,155 +37%
BFA
18
BlackRock Fund Advisors
California
$365M -$3.9M -44,965 -1%
Norges Bank
19
Norges Bank
Norway
$352M -$3.61M -41,649 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$346M -$31.1M -358,892 -8%
WRF
21
Waddell & Reed Financial
Kansas
$330M -$41.9M -482,900 -10%
Viking Global Investors
22
Viking Global Investors
Connecticut
$321M -$267M -3,075,890 -43%
UBS AM
23
UBS AM
Illinois
$320M -$102M -1,179,717 -23%
AllianceBernstein
24
AllianceBernstein
Tennessee
$312M -$115K -1,327 -0%
AQR Capital Management
25
AQR Capital Management
Connecticut
$293M +$320M +3,695,296 New

LYB Hedge Fund Activity: Q4 2014 in Review

705 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2014, worth a combined $40.8B — up 2.9% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new LYB positions and 102 closed out — a net gain of 14 holders — while 266 added to existing stakes and 274 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $320M. The largest seller was Fidelity Investments, cutting an estimated $664M.

  • 705 institutional investors held LyondellBasell Industries (LYB) as of Q4 2014, up from 704 in Q3 2014.
  • Funds reported $40.8B of LyondellBasell Industries stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 116 funds opened new LyondellBasell Industries positions in Q4 2014 and 102 closed out, a net change of +14 holders.
  • The largest LyondellBasell Industries buyer in Q4 2014 was AQR Capital Management, an estimated $320M added.
  • The largest LyondellBasell Industries seller in Q4 2014 was Fidelity Investments, an estimated $664M sold.

Based on aggregated 13F filings for Q4 2014.