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LyondellBasell Industries

841 hedge funds and large institutions have $16.8B invested in LyondellBasell Industries in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 344 increasing their positions, 302 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $211M | Put options by funds: $176M

14% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 302

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.29% more ownership

Funds ownership: 69.55%69.83% (+0.29%)

5% less funds holding

Funds holding: 889841 (-48)

14% less capital invested

Capital invested by funds: $19.5B → $16.8B (-$2.7B)

35% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 112

Holders
841
Holders Change
-48
Holders Change %
-5.4%
% of All Funds
14.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
73
Increased
344
Reduced
302
Closed
112
Calls
$211M
Puts
$176M
Net Calls
+$35M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44B +$22.9M +271,342 +0.8%
BlackRock
2
BlackRock
New York
$1.82B -$76.9M -910,199 -4%
Dodge & Cox
3
Dodge & Cox
California
$1.09B +$1B +11,864,203 +461%
Capital International Investors
4
Capital International Investors
California
$923M -$778M -9,206,269 -43%
State Street
5
State Street
Massachusetts
$912M -$33.9M -400,797 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$798M +$36M +426,110 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$425M +$4.94M +58,435 +1%
Morgan Stanley
8
Morgan Stanley
New York
$416M -$13.9M -164,059 -3%
Charles Schwab
9
Charles Schwab
California
$382M +$30.9M +365,682 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$331M +$30.4M +360,362 +9%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$314M +$6.44M +76,269 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$271M +$22.9M +270,884 +8%
AQR Capital Management
13
AQR Capital Management
Connecticut
$265M +$83.7M +990,576 +39%
Deutsche Bank
14
Deutsche Bank
Germany
$264M -$4.67M -55,227 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$216M +$9.38M +111,026 +4%
Northern Trust
16
Northern Trust
Illinois
$212M +$3.14M +37,146 +1%
Invesco
17
Invesco
Georgia
$202M +$29M +343,820 +15%
LSV Asset Management
18
LSV Asset Management
Illinois
$176M -$862K -10,200 -0.4%
Franklin Resources
19
Franklin Resources
California
$172M +$8.9M +105,333 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$156M -$9.42M -111,457 -5%
TIM
21
Thornburg Investment Management
New Mexico
$149M +$20.7M +245,277 +14%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$139M +$48.3M +572,000 +45%
Ensign Peak Advisors
23
Ensign Peak Advisors
Utah
$131M +$4.29M +50,817 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$126M -$6.42M -75,957 -4%
Bank of America
25
Bank of America
North Carolina
$119M -$12M -141,585 -8%

LYB Hedge Fund Activity: Q3 2022 in Review

841 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q3 2022, worth a combined $16.8B — down 14% from $19.5B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LYB and 73 opened new positions — a net loss of 39 holders — while 302 trimmed existing stakes and 344 added.

The largest buyer was Dodge & Cox, adding an estimated $1B. The largest seller was Capital International Investors, cutting an estimated $778M.

  • 841 institutional investors held LyondellBasell Industries (LYB) as of Q3 2022, down from 889 in Q2 2022.
  • Funds reported $16.8B of LyondellBasell Industries stock for Q3 2022, down 14% quarter-over-quarter.
  • 73 funds opened new LyondellBasell Industries positions in Q3 2022 and 112 closed out, a net change of -39 holders.
  • The largest LyondellBasell Industries buyer in Q3 2022 was Dodge & Cox, an estimated $1B added.
  • The largest LyondellBasell Industries seller in Q3 2022 was Capital International Investors, an estimated $778M sold.

Based on aggregated 13F filings for Q3 2022.