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LyondellBasell Industries

837 hedge funds and large institutions have $22B invested in LyondellBasell Industries in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 269 increasing their positions, 366 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 116

2% less funds holding

Funds holding: 854837 (-17)

2.69% less ownership

Funds ownership: 73.1%70.41% (-2.7%)

17% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $115M

24% less capital invested

Capital invested by funds: $29.1B → $22B (-$7.08B)

27% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 366

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
837
Holders Change
-17
Holders Change %
-1.99%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.18%
New
108
Increased
269
Reduced
366
Closed
116
Calls
$94.7M
Puts
$115M
Net Calls
-$19.9M
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.06B -$87.6M -957,231 -4%
BlackRock
2
BlackRock
New York
$1.88B -$12.9M -141,480 -0.6%
Capital World Investors
3
Capital World Investors
California
$1.67B +$478M +5,224,002 +35%
State Street
4
State Street
Massachusetts
$1.19B +$4.39M +48,014 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.14B -$753M -8,231,398 -37%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$510M +$92.2M +1,007,477 +20%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$463M -$7.89M -86,212 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$446M -$305M -3,329,468 -38%
Northern Trust
9
Northern Trust
Illinois
$415M +$27.3M +298,882 +6%
Ameriprise
10
Ameriprise
Minnesota
$410M +$28.7M +313,701 +7%
Deutsche Bank
11
Deutsche Bank
Germany
$372M +$63.6M +695,287 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$359M +$18.6M +203,826 +5%
AIG
13
American International Group
New York
$353M -$37.9M -414,210 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$348M -$51.3M -561,049 -12%
Morgan Stanley
15
Morgan Stanley
New York
$342M -$46.3M -506,043 -11%
Capital International Investors
16
Capital International Investors
California
$313M +$1.01K +11 +0%
LSV Asset Management
17
LSV Asset Management
Illinois
$308M +$10.7M +116,460 +3%
Norges Bank
18
Norges Bank
Norway
$260M -$1.93M -21,102 -0.7%
Bank of America
19
Bank of America
North Carolina
$230M -$29.9M -326,750 -11%
Invesco
20
Invesco
Georgia
$230M +$15.5M +169,582 +7%
APG Asset Management
21
APG Asset Management
Netherlands
$220M +$32.7M +357,200 +13%
Goldman Sachs
22
Goldman Sachs
New York
$212M -$169M -1,851,839 -42%
AllianceBernstein
23
AllianceBernstein
Tennessee
$210M -$12.3M -134,118 -5%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$183M +$78.5M +858,271 +64%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$182M -$81.2M -887,953 -29%

LYB Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2018, worth a combined $22B — down 24% from $29.1B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of LYB and 108 opened new positions — a net loss of 8 holders — while 366 trimmed existing stakes and 269 added.

The largest buyer was Capital World Investors, adding an estimated $478M. The largest seller was Fidelity Investments, cutting an estimated $753M.

  • 837 institutional investors held LyondellBasell Industries (LYB) as of Q4 2018, down from 854 in Q3 2018.
  • Funds reported $22B of LyondellBasell Industries stock for Q4 2018, down 24% quarter-over-quarter.
  • 108 funds opened new LyondellBasell Industries positions in Q4 2018 and 116 closed out, a net change of -8 holders.
  • The largest LyondellBasell Industries buyer in Q4 2018 was Capital World Investors, an estimated $478M added.
  • The largest LyondellBasell Industries seller in Q4 2018 was Fidelity Investments, an estimated $753M sold.

Based on aggregated 13F filings for Q4 2018.