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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
S
651
SignatureFD
Georgia
$423K -$41K -438 -9%
MM
652
MQS Management
New York
$422K +$415K +4,441 New
MIP
653
Marietta Investment Partners
Wisconsin
$418K – – –
Eagle Capital Management (New York)
654
Eagle Capital Management (New York)
New York
$418K – – –
DI
655
Diligent Investors
California
$417K +$82.3K +880 +25%
AHL
656
Abel Hall LLC
Louisiana
$417K +$410K +4,382 New
JCM
657
Jacobi Capital Management
Pennsylvania
$413K +$37K +396 +10%
KWA
658
Kingswood Wealth Advisors
California
$408K +$402K +4,296 New
AWM
659
Apollon Wealth Management
South Carolina
$405K +$398K +4,258 New
QL
660
Quarry LP
New York
$405K +$398K +4,256 New
DT
661
Diversified Trust
Tennessee
$404K +$117K +1,253 +42%
IAS
662
Insigneo Advisory Services
Florida
$403K +$397K +4,241 New
PA
663
Prossimo Advisors
California
$397K -$13.1K -140 -3%
ADMI
664
Albert D. Mason Inc
Massachusetts
$397K -$1.4K -15 -0.4%
CA
665
Continuum Advisory
Idaho
$390K -$3.18K -34 -0.8%
CWP
666
Concord Wealth Partners
Virginia
$389K -$461K -4,933 -55%
CIS
667
Custom Index Systems
New York
$388K +$381K +4,080 New
RCAG
668
Rehmann Capital Advisory Group
Michigan
$386K +$12.2K +130 +3%
HT
669
Headlands Technologies
Illinois
$384K +$378K +4,042 New
CAMV
670
Concord Asset Management (Virginia)
Virginia
$378K -$340K -3,636 -48%
FAN
671
Financial Advisors Network
California
$378K -$5.8K -62 -2%
FPTW
672
Franklin, Parlapiano, Turner & Welch
Texas
$377K – – –
MFG
673
MidWestOne Financial Group
Iowa
$373K +$7.29K +78 +2%
TFA
674
Transamerica Financial Advisors
Florida
$372K -$96K -1,027 -21%
IAA
675
Independent Advisor Alliance
North Carolina
$370K -$6.17K -66 -2%
25 26
27
28 29

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.