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LyondellBasell Industries

792 hedge funds and large institutions have $23.9B invested in LyondellBasell Industries in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 253 increasing their positions, 292 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 57

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

26% more call options, than puts

Call options by funds: $159M | Put options by funds: $126M

14% more capital invested

Capital invested by funds: $21.1B → $23.9B (+$2.88B)

10% more funds holding

Funds holding: 719792 (+73)

0.16% more ownership

Funds ownership: 68.75%68.91% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 292

Holders
792
Holders Change
+73
Holders Change %
+10.15%
% of All Funds
13.91%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
138
Increased
253
Reduced
292
Closed
57
Calls
$159M
Puts
$126M
Net Calls
+$32.8M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$4.24B +$218M +2,196,558 +6%
Capital World Investors
2
Capital World Investors
California
$3.02B +$314M +3,166,921 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.61B +$118M +1,184,761 +5%
BlackRock
4
BlackRock
New York
$2.14B -$104M -1,044,107 -5%
State Street
5
State Street
Massachusetts
$1.19B +$1.7M +17,162 +0.1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$471M +$7.73M +77,852 +2%
A
7
AustralianSuper
Australia
$419M +$47.4M +477,196 +13%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$403M -$64.8M -652,592 -14%
Morgan Stanley
9
Morgan Stanley
New York
$378M +$17.5M +176,757 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$329M -$2.61M -26,325 -0.8%
LSV Asset Management
11
LSV Asset Management
Illinois
$320M -$9.73M -97,991 -3%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$309M -$37M -372,527 -11%
Northern Trust
13
Northern Trust
Illinois
$287M -$23.7M -238,316 -8%
Ensign Peak Advisors
14
Ensign Peak Advisors
Utah
$270M +$27.3M +275,002 +12%
AllianceBernstein
15
AllianceBernstein
Tennessee
$263M +$264K +2,665 +0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$257M -$2.45M -24,691 -1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$191M -$37.4M -377,232 -17%
Invesco
18
Invesco
Georgia
$185M +$25.2M +253,887 +17%
Dodge & Cox
19
Dodge & Cox
California
$183M -$425M -4,282,552 -71%
Bank of America
20
Bank of America
North Carolina
$182M -$18.9M -190,888 -10%
Legal & General Group
21
Legal & General Group
United Kingdom
$178M -$11M -110,779 -6%
PPA
22
Parametric Portfolio Associates
Washington
$159M +$2.44M +24,547 +2%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M -$594K -5,990 -0.4%
EIP
24
Epoch Investment Partners
New York
$153M +$18.1M +182,331 +14%
Charles Schwab
25
Charles Schwab
California
$143M -$7.41M -74,627 -5%

LYB Hedge Fund Activity: Q1 2021 in Review

792 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2021, worth a combined $23.9B — up 14% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new LYB positions and 57 closed out — a net gain of 81 holders — while 253 added to existing stakes and 292 trimmed.

The largest buyer was Capital World Investors, adding an estimated $314M. The largest seller was Dodge & Cox, cutting an estimated $425M.

  • 792 institutional investors held LyondellBasell Industries (LYB) as of Q1 2021, up from 719 in Q4 2020.
  • Funds reported $23.9B of LyondellBasell Industries stock for Q1 2021, up 14% quarter-over-quarter.
  • 138 funds opened new LyondellBasell Industries positions in Q1 2021 and 57 closed out, a net change of +81 holders.
  • The largest LyondellBasell Industries buyer in Q1 2021 was Capital World Investors, an estimated $314M added.
  • The largest LyondellBasell Industries seller in Q1 2021 was Dodge & Cox, an estimated $425M sold.

Based on aggregated 13F filings for Q1 2021.