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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
BA
1051
Bellwether Advisors
Nebraska
– -$500K -5,277 Closed
CM
1052
Capula Management
Cayman Islands
– -$485K -5,120 Closed
FRM
1053
Fox Run Management
Connecticut
– -$454K -4,792 Closed
WI
1054
Wahed Invest
New York
– -$384K -4,055 Closed
IFU
1055
iSAM Funds (UK)
United Kingdom
– -$366K -3,868 Closed
MAM
1056
Morse Asset Management
Connecticut
– -$359K -3,790 Closed
DFCM
1057
Dark Forest Capital Management
Puerto Rico
– -$349K -3,690 Closed
FMAEN1
1058
Fund Management at Engine No 1
California
– -$347K -3,662 Closed
FFG
1059
Fortem Financial Group
California
– -$328K -3,465 Closed
DWM
1060
Drive Wealth Management
Utah
– -$325K -3,434 Closed
ARG
1061
Advisory Resource Group
Oklahoma
– -$256K -2,707 Closed
BMCM
1062
Bryn Mawr Capital Management
Pennsylvania
– -$239K -2,520 Closed
MAM
1063
Martingale Asset Management
Massachusetts
– -$229K -2,417 Closed
SYBT
1064
Stock Yards Bank & Trust
Kentucky
– -$226K -2,391 Closed
WG
1065
Winton Group
United Kingdom
– -$206K -2,175 Closed
NIMI
1066
Natixis Investment Managers International
France
– -$186K -1,960 Closed
AWA
1067
Authentikos Wealth Advisory
California
– -$85.6K -904 Closed
IAS
1068
IMA Advisory Services
Colorado
– -$68.6K -724 Closed
DAM
1069
Delta Asset Management
Tennessee
– -$37.9K -400 Closed
MAM
1070
Marquette Asset Management
Minnesota
– -$22.4K -236 Closed
SCA
1071
Stonebridge Capital Advisors
Minnesota
– -$21.5K -227 Closed
BAAM
1072
Baker Avenue Asset Management
California
– -$10.2K -108 Closed
HL
1073
HeadInvest LLC
Maine
– -$9.35K -100 Closed
WWP
1074
WR Wealth Planners
Missouri
– -$5.83K -62 Closed
HPC
1075
HM Payson & Co
Maine
– -$3.88K -41 Closed
40 41 42
43
44

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.