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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
CFG
776
Citizens Financial Group
Rhode Island
$237K +$233K +2,496 New
RB
777
Renasant Bank
Mississippi
$237K – – –
LNC
778
Lincoln National Corp
Pennsylvania
$237K +$13K +139 +6%
RA
779
Rise Advisors
New York
$235K +$32.9K +352 +17%
LA
780
Latitude Advisors
Florida
$235K -$15.5K -166 -6%
CI Investments Inc
781
CI Investments Inc
Ontario, Canada
$235K +$162K +1,729 +233%
BCM
782
Brookstone Capital Management
Illinois
$234K +$230K +2,465 New
RC
783
Roundview Capital
New Jersey
$234K – – –
LSAG
784
Lake Street Advisors Group
New Hampshire
$233K +$229K +2,451 New
TPWA
785
TRUE Private Wealth Advisors
Oregon
$232K +$15.4K +165 +7%
WAS
786
Winch Advisory Services
Wisconsin
$232K +$25.9K +277 +13%
ACP
787
Aveo Capital Partners
Colorado
$231K -$26.4K -282 -10%
GM
788
GeoWealth Management
Illinois
$230K +$227K +2,423 +24,230%
GT
789
Glenview Trust
Kentucky
$230K -$82.2K -879 -27%
BSW
790
Buckingham Strategic Wealth
Missouri
$229K -$4.02K -43 -2%
FFN
791
Focus Financial Network
Minnesota
$229K +$225K +2,404 New
SWM
792
Spire Wealth Management
Virginia
$227K -$30K -321 -12%
ACM
793
AlphaStar Capital Management
North Carolina
$226K +$223K +2,381 New
HIP
794
HUB Investment Partners
Texas
$226K +$222K +2,378 New
NF
795
Norwood Financial
Pennsylvania
$226K -$9.35K -100 -4%
CIBC Private Wealth Group
796
CIBC Private Wealth Group
Georgia
$224K +$220K +2,352 New
FAM
797
Formidable Asset Management
Ohio
$223K +$220K +2,349 New
IFWM
798
Institute for Wealth Management
Colorado
$223K -$374 -4 -0.2%
AEPWM
799
Atlantic Edge Private Wealth Management
Florida
$222K +$218K +2,335 New
HPM
800
Hoxton Planning & Management
West Virginia
$222K +$219K +2,338 New
30 31
32
33 34

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.