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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
AA
1001
Addison Advisors
Vermont
$2.19K – – –
CTA
1002
Colonial Trust Advisors
South Carolina
$2.19K – – –
AW
1003
Avion Wealth
Texas
$2K -$748 -8 -33%
BTI
1004
Blue Trust Inc
Georgia
$2K -$561 -6 -17%
ADL
1005
Asset Dedication LLC
California
$2K – – –
HFM
1006
Harvest Fund Management
China
$2K – – –
KFI
1007
Key Financial Inc
Pennsylvania
$2K – – –
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
$2K +$1.4K +15 +250%
CTWM
1009
Cherry Tree Wealth Management
Minnesota
$1.81K – – –
TVAMP
1010
Tennessee Valley Asset Management Partners
Tennessee
$1.77K +$1.78K +19 New
DF
1011
Dunhill Financial
United Kingdom
$1.63K +$1.59K +17 New
PWMG
1012
Prestige Wealth Management Group
New Jersey
$1.62K – – –
S
1013
Sachetta
Massachusetts
$1.52K +$1.5K +16 New
TSWM
1014
Tyler-Stone Wealth Management
Ohio
$1.43K – – –
FWM
1015
Focused Wealth Management
New York
$1.33K – – –
SIM
1016
Symetra Investment Management
Connecticut
$1K – – –
HGERS
1017
Householder Group Estate & Retirement Specialist
Arizona
$1K +$94 +1 +6%
CMP
1018
Coston McIsaac & Partners
Maine
$1K +$1.5K +16 New
GFPC
1019
Global Financial Private Client
Florida
$856 – – –
VCM
1020
Versant Capital Management
Arizona
$666 -$8.13K -87 -93%
TFM
1021
TFC Financial Management
Massachusetts
$571 – – –
AWM
1022
Avior Wealth Management
Nebraska
$475 – – –
AP
1023
Aspect Partners
Virginia
$475 +$468 +5 New
CWC
1024
Carolinas Wealth Consulting
North Carolina
$380 -$2.81K -30 -88%
FGAM
1025
Financial Gravity Asset Management
Texas
$288 +$187 +2 +100%
39 40
41
42 43

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.