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LyondellBasell Industries
LYB

1,029 hedge funds and large institutions have $22.5B invested in LyondellBasell Industries in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 386 increasing their positions, 346 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 52

12% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 346

10% more funds holding

Funds holding: 936 → 1,029 (+93)

2.58% more ownership

Funds ownership: 70.46% → 73.04% (+2.6%)

4% more capital invested

Capital invested by funds: $21.6B → $22.5B (+$898M)

13% less call options, than puts

Call options by funds: $377M | Put options by funds: $435M

47% less funds holding in top 10

Funds holding in top 10: 15 → 8 (-7)

Holders
1,029
Holders Change
+93
Holders Change %
+9.94%
% of All Funds
15%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.12%
New
157
Increased
386
Reduced
346
Closed
52
Calls
$377M
Puts
$435M
Net Calls
-$57.6M
Net Calls Change
-$95.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$530M
2
JP Morgan Chase
JP Morgan Chase
New York
+$265M
3
Capital World Investors
Capital World Investors
California
+$194M
4
Amundi
Amundi
France
+$127M
5
BlackRock
BlackRock
New York
+$126M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$244M
2
Citadel Advisors
Citadel Advisors
Florida
-$120M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$90.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$86.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
376
Nordea Investment Management
Sweden
$1.99M +$314K +3,363 +19%
AssetMark Inc
377
AssetMark Inc
California
$1.98M +$214K +2,285 +12%
TA
378
Townsend & Associates
Colorado
$1.98M -$132K -1,414 -6%
SGCA
379
Steel Grove Capital Advisors
Tennessee
$1.97M -$81.5K -872 -4%
KRS
380
Kentucky Retirement Systems
Kentucky
$1.95M +$187 +2 +0%
RC
381
RBF Capital
California
$1.9M – – –
Rafferty Asset Management
382
Rafferty Asset Management
New York
$1.89M +$75.3K +805 +4%
CII
383
Capital International Inc
California
$1.87M +$1.07M +11,460 +140%
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$1.85M +$309K +3,303 +20%
SW
385
SVB Wealth
Massachusetts
$1.84M +$124K +1,328 +7%
TG
386
TCW Group
California
$1.83M +$400K +4,277 +29%
FHB
387
First Hawaiian Bank
Hawaii
$1.82M -$44.8K -479 -2%
WCBA
388
Weaver C. Barksdale & Associates
Tennessee
$1.81M -$429K -4,585 -19%
CG
389
Cutler Group
California
$1.79M +$130K +1,388 +8%
SO
390
STRS Ohio
Ohio
$1.79M +$87.5K +936 +5%
AAM
391
Advisors Asset Management
Colorado
$1.79M -$396K -4,232 -18%
FNBT
392
FineMark National Bank & Trust
Florida
$1.78M -$5.61K -60 -0.3%
GFP
393
Gryphon Financial Partners
Ohio
$1.77M +$183K +1,956 +12%
WA
394
Wambolt & Associates
Colorado
$1.76M +$133K +1,424 +8%
Two Sigma Investments
395
Two Sigma Investments
New York
$1.76M – – –
AFA
396
Abacus FCF Advisors
Florida
$1.75M +$1.06M +11,323 +161%
CAM
397
Cresset Asset Management
Illinois
$1.74M +$471K +5,042 +38%
ZIG
398
Zurich Insurance Group
Switzerland
$1.74M – – –
YIH
399
Y-Intercept (HK)
Hong Kong
$1.74M +$1.71M +18,262 New
Wolverine Trading
400
Wolverine Trading
Illinois
$1.73M +$1.7M +18,163 New
14 15
16
17 18

LYB Hedge Fund Activity: Q4 2023 in Review

1,029 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2023, worth a combined $22.5B — up 4.2% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new LYB positions and 52 closed out — a net gain of 105 holders — while 386 added to existing stakes and 346 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $530M. The largest seller was Fidelity Investments, cutting an estimated $244M.

  • 1,029 institutional investors held LyondellBasell Industries (LYB) as of Q4 2023, up from 936 in Q3 2023.
  • Funds reported $22.5B of LyondellBasell Industries stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 157 funds opened new LyondellBasell Industries positions in Q4 2023 and 52 closed out, a net change of +105 holders.
  • The largest LyondellBasell Industries buyer in Q4 2023 was Morgan Stanley, an estimated $530M added.
  • The largest LyondellBasell Industries seller in Q4 2023 was Fidelity Investments, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2023.