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LyondellBasell Industries

825 hedge funds and large institutions have $21.3B invested in LyondellBasell Industries in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 287 increasing their positions, 328 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 52

61% more call options, than puts

Call options by funds: $488M | Put options by funds: $303M

6% more funds holding

Funds holding: 775825 (+50)

6% more capital invested

Capital invested by funds: $20.2B → $21.3B (+$1.12B)

0.33% more ownership

Funds ownership: 67.31%67.64% (+0.33%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 328

Holders
825
Holders Change
+50
Holders Change %
+6.45%
% of All Funds
16.26%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
118
Increased
287
Reduced
328
Closed
52
Calls
$488M
Puts
$303M
Net Calls
+$185M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$2.09B +$67.7M +738,892 +3%
BlackRock
2
BlackRock
New York
$2.03B +$75.1M +819,050 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.94B +$13.5M +147,740 +0.7%
State Street
4
State Street
Massachusetts
$1.14B -$53.6M -584,772 -5%
Capital International Investors
5
Capital International Investors
California
$1.03B +$28.8M +314,400 +3%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$598M +$10M +109,265 +2%
Bank of America
7
Bank of America
North Carolina
$390M -$775K -8,461 -0.2%
Northern Trust
8
Northern Trust
Illinois
$363M +$2.25M +24,558 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$355M +$46.7M +509,802 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$355M +$8M +87,281 +2%
LSV Asset Management
11
LSV Asset Management
Illinois
$350M +$1.03M +11,287 +0.3%
Morgan Stanley
12
Morgan Stanley
New York
$335M -$5.83M -63,594 -2%
AIG
13
American International Group
New York
$329M -$14.6M -159,237 -4%
Federated Hermes
14
Federated Hermes
Pennsylvania
$321M +$28.2M +308,075 +10%
Invesco
15
Invesco
Georgia
$314M +$647K +7,057 +0.2%
Norges Bank
16
Norges Bank
Norway
$286M +$57M +622,224 +26%
Deutsche Bank
17
Deutsche Bank
Germany
$248M -$74.6M -814,229 -24%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$224M -$5.46M -59,612 -2%
AAMU
19
Amundi Asset Management US
Massachusetts
$217M -$1.16M -12,704 -0.5%
A
20
AustralianSuper
Australia
$208M +$176M +1,921,162 +679%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$197M -$72.5K -791 -0%
Goldman Sachs
22
Goldman Sachs
New York
$192M +$15.5M +168,752 +9%
TIM
23
Thornburg Investment Management
New Mexico
$180M +$3.27M +35,700 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$180M -$1M -10,936 -0.6%
Wells Fargo
25
Wells Fargo
California
$180M -$13.8M -150,675 -7%

LYB Hedge Fund Activity: Q4 2019 in Review

825 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2019, worth a combined $21.3B — up 5.6% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new LYB positions and 52 closed out — a net gain of 66 holders — while 287 added to existing stakes and 328 trimmed.

The largest buyer was AustralianSuper, adding an estimated $176M. The largest seller was Wellington Management Group, cutting an estimated $227M.

  • 825 institutional investors held LyondellBasell Industries (LYB) as of Q4 2019, up from 775 in Q3 2019.
  • Funds reported $21.3B of LyondellBasell Industries stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 118 funds opened new LyondellBasell Industries positions in Q4 2019 and 52 closed out, a net change of +66 holders.
  • The largest LyondellBasell Industries buyer in Q4 2019 was AustralianSuper, an estimated $176M added.
  • The largest LyondellBasell Industries seller in Q4 2019 was Wellington Management Group, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2019.