LyondellBasell Industries
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$530M |
| 2 |
JP Morgan Chase
New York
|
+$265M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$194M |
| 4 |
Amundi
Paris,
France
|
+$127M |
| 5 |
BlackRock
New York
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$244M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$120M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$90.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$86.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$70.1M |
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.