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LyondellBasell Industries
LYB

897 hedge funds and large institutions have $18.7B invested in LyondellBasell Industries in 2022 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 355 increasing their positions, 290 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 73

41% more call options, than puts

Call options by funds: $213M | Put options by funds: $151M

22% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 290

11% more capital invested

Capital invested by funds: $16.8B → $18.7B (+$1.88B)

7% more funds holding

Funds holding: 841 → 897 (+56)

0.68% more ownership

Funds ownership: 69.83% → 70.51% (+0.68%)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
897
Holders Change
+56
Holders Change %
+6.66%
% of All Funds
14.42%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
146
Increased
355
Reduced
290
Closed
73
Calls
$213M
Puts
$151M
Net Calls
+$61.7M
Net Calls Change
+$26.7M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$175M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$172M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$165M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$114M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.7M

Top Sellers

Rank Fund Capital Flow
1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$341M
2
Capital International Investors
Capital International Investors
California
-$140M
3
A
AustralianSuper
Australia
-$96.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$82M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rafferty Asset Management
401
Rafferty Asset Management
New York
$1.18M +$573K +6,998 +98%
CIP
402
Convergence Investment Partners
Florida
$1.16M +$220K +2,685 +24%
TAF
403
Tredje AP-fonden
Sweden
$1.16M +$1.14M +13,960 New
API
404
Advisor Partners II
California
$1.15M +$118K +1,440 +12%
MA
405
Mutual Advisors
Nebraska
$1.15M +$95.9K +1,171 +9%
SC
406
SouthState Corp
Florida
$1.14M -$208K -2,537 -16%
OC
407
Oppenheimer & Co
New York
$1.14M -$365K -4,452 -25%
BI
408
Bramshill Investments
Florida
$1.14M +$401K +4,897 +56%
S
409
SimplyRich
California
$1.13M – – –
CC
410
Centiva Capital
New York
$1.12M +$335K +4,090 +43%
AP
411
Americana Partners
Texas
$1.12M -$1.02M -12,480 -48%
TYCC
412
Texas Yale Capital Corp
Florida
$1.12M -$90.1K -1,100 -8%
VI
413
Versor Investments
New York
$1.11M -$6.07M -74,128 -85%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$163K +1,985 +18%
SLWA
415
San Luis Wealth Advisors
California
$1.06M +$601K +7,334 +134%
NA
416
NewEdge Advisors
Louisiana
$1.06M +$730K +8,915 +75%
IWA
417
IVC Wealth Advisors
Pennsylvania
$1.06M +$24.2K +295 +2%
SFS
418
Sowell Financial Services
Arkansas
$1.05M +$1.04M +12,671 New
LA
419
Lifeworks Advisors
Michigan
$1.04M +$4.59K +56 +0.4%
PWM
420
Palumbo Wealth Management
New York
$1.03M +$30.2K +369 +3%
ZIG
421
Zurich Insurance Group
Switzerland
$1.03M – – –
CPR
422
CSU Producer Resources
Ohio
$1.02M – – –
CSUI
423
Cincinnati Specialty Underwriters Insurance
Ohio
$1.02M – – –
NMERB
424
New Mexico Educational Retirement Board
New Mexico
$1.01M -$90.1K -1,100 -8%
BCM
425
Brookstone Capital Management
Illinois
$984K +$18.8K +229 +2%
15 16
17
18 19

LYB Hedge Fund Activity: Q4 2022 in Review

897 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q4 2022, worth a combined $18.7B — up 11% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new LYB positions and 73 closed out — a net gain of 73 holders — while 355 added to existing stakes and 290 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $175M. The largest seller was Eagle Capital Management (New York), cutting an estimated $341M.

  • 897 institutional investors held LyondellBasell Industries (LYB) as of Q4 2022, up from 841 in Q3 2022.
  • Funds reported $18.7B of LyondellBasell Industries stock for Q4 2022, up 11% quarter-over-quarter.
  • 146 funds opened new LyondellBasell Industries positions in Q4 2022 and 73 closed out, a net change of +73 holders.
  • The largest LyondellBasell Industries buyer in Q4 2022 was Dodge & Cox, an estimated $175M added.
  • The largest LyondellBasell Industries seller in Q4 2022 was Eagle Capital Management (New York), an estimated $341M sold.

Based on aggregated 13F filings for Q4 2022.