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LyondellBasell Industries

765 hedge funds and large institutions have $26.8B invested in LyondellBasell Industries in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 269 increasing their positions, 322 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $889M | Put options by funds: $223M

89% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $25.3B → $26.8B (+$1.57B)

4% more funds holding

Funds holding: 735765 (+30)

0.87% more ownership

Funds ownership: 72.28%73.15% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

16% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 322

Holders
765
Holders Change
+30
Holders Change %
+4.08%
% of All Funds
19.04%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
87
Increased
269
Reduced
322
Closed
46
Calls
$889M
Puts
$223M
Net Calls
+$667M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.66B +$455M +4,990,465 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.19B +$53.7M +587,985 +3%
BlackRock
3
BlackRock
New York
$1.83B +$1.75B +19,121,769 +2,033%
Capital World Investors
4
Capital World Investors
California
$1.45B +$104M +1,136,000 +8%
State Street
5
State Street
Massachusetts
$1.41B +$8.12M +88,954 +0.6%
JHIU
6
Janus Henderson Investors US
Colorado
$895M -$49.9M -546,818 -5%
AIG
7
American International Group
New York
$500M +$7.85M +86,029 +2%
Bank of America
8
Bank of America
North Carolina
$494M -$62M -679,248 -11%
Ameriprise
9
Ameriprise
Minnesota
$464M -$42.6M -466,423 -8%
Northern Trust
10
Northern Trust
Illinois
$421M -$7.19M -78,756 -2%
SCP
11
Soroban Capital Partners
New York
$383M -$133M -1,453,163 -26%
Morgan Stanley
12
Morgan Stanley
New York
$379M -$30M -328,189 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$373M +$61.3M +671,212 +20%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$353M +$24.4M +266,981 +7%
UBS AM
15
UBS AM
Illinois
$339M +$6.75M +73,959 +2%
Norges Bank
16
Norges Bank
Norway
$320M +$4.98M +54,512 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$316M +$10.7M +117,087 +3%
AQR Capital Management
18
AQR Capital Management
Connecticut
$315M +$43.8M +479,744 +16%
Goldman Sachs
19
Goldman Sachs
New York
$303M +$45.3M +495,861 +18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$297M -$28.6M -313,299 -9%
AL
21
AJO LP
Pennsylvania
$287M -$5.03M -55,072 -2%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$281M +$67.9M +743,569 +32%
LSV Asset Management
23
LSV Asset Management
Illinois
$254M +$2.69M +29,488 +1%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$241M -$15M -164,771 -6%
Viking Global Investors
25
Viking Global Investors
Connecticut
$222M +$13.2M +145,155 +6%

LYB Hedge Fund Activity: Q1 2017 in Review

765 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2017, worth a combined $26.8B — up 6.2% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new LYB positions and 46 closed out — a net gain of 41 holders — while 269 added to existing stakes and 322 trimmed.

The largest buyer was BlackRock, adding an estimated $1.75B. The largest seller was PointState Capital, cutting an estimated $448M.

  • 765 institutional investors held LyondellBasell Industries (LYB) as of Q1 2017, up from 735 in Q4 2016.
  • Funds reported $26.8B of LyondellBasell Industries stock for Q1 2017, up 6.2% quarter-over-quarter.
  • 87 funds opened new LyondellBasell Industries positions in Q1 2017 and 46 closed out, a net change of +41 holders.
  • The largest LyondellBasell Industries buyer in Q1 2017 was BlackRock, an estimated $1.75B added.
  • The largest LyondellBasell Industries seller in Q1 2017 was PointState Capital, an estimated $448M sold.

Based on aggregated 13F filings for Q1 2017.