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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
M
976
MOTCO
Texas
$5.8K – – –
LF
977
Lee Financial
Texas
$5.52K +$2.9K +31 +115%
SIC
978
SJS Investment Consulting
Ohio
$5.51K +$281 +3 +5%
CIA
979
Cape Investment Advisory
Georgia
$5.51K +$5.42K +58 New
FGA
980
Fortis Group Advisors
New Jersey
$4.94K +$2.43K +26 +100%
MRCM
981
M&R Capital Management
New Jersey
$4.84K +$94 +1 +2%
PA
982
Pineridge Advisors
Missouri
$4.53K +$4.49K +48 New
NRG
983
Nemes Rush Group
Michigan
$3.99K – – –
RS
984
Rakuten Securities
Japan
$3.9K +$3.83K +41 New
JFA
985
JNBA Financial Advisors
Minnesota
$3.61K – – –
PWMG
986
Private Wealth Management Group
New Jersey
$3.61K +$3.55K +38 New
TIM
987
Tortoise Investment Management
New York
$3.61K – – –
DPW
988
DiNuzzo Private Wealth
Pennsylvania
$3.52K +$3.46K +37 New
CTC
989
Cetera Trust Company
Minnesota
$3.23K +$3.18K +34 New
TVWM
990
Tower View Wealth Management
Wisconsin
$3K +$2.99K +32 New
LIWM
991
Long Island Wealth Management
New York
$3K +$3.09K +33 New
MCM
992
Manchester Capital Management
Vermont
$2.95K +$2.9K +31 New
SFA
993
Semmax Financial Advisors
North Carolina
$2.82K +$94 +1 +3%
PPWM
994
PFG Private Wealth Management
Florida
$2.76K -$2.99K -32 -52%
MA
995
MCF Advisors
Kentucky
$2.66K – – –
WWM
996
Wolff Wiese Magana
California
$2.66K – – –
FP
997
Financial Perspectives
Minnesota
$2.56K – – –
MIM
998
Macroview Investment Management
Maryland
$2.47K – – –
EIM
999
Essex Investment Management
Massachusetts
$2.38K – – –
CSC
1000
Caldwell Sutter Capital
California
$2.28K – – –
38 39
40
41 42

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.