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LyondellBasell Industries
LYB

908 hedge funds and large institutions have $21.7B invested in LyondellBasell Industries in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 374 increasing their positions, 298 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 7 → 12 (+5)

43% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 75

26% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 298

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$3B)

14% more call options, than puts

Call options by funds: $292M | Put options by funds: $255M

1% more funds holding

Funds holding: 897 → 908 (+11)

0.37% more ownership

Funds ownership: 70.51% → 70.89% (+0.37%)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
14.47%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
107
Increased
374
Reduced
298
Closed
75
Calls
$292M
Puts
$255M
Net Calls
+$36.7M
Net Calls Change
-$25.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$286M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$179M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$117M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$109M
5
Bank of America
Bank of America
North Carolina
+$43.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$246M
2
Franklin Resources
Franklin Resources
California
-$191M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$169M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$65.9M
5
A
AustralianSuper
Australia
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.04B +$1.25M +13,391 +0%
BlackRock
2
BlackRock
New York
$2.18B -$41.9M -450,339 -2%
Dodge & Cox
3
Dodge & Cox
California
$1.54B -$11.5M -123,250 -0.7%
State Street
4
State Street
Massachusetts
$1.1B -$19M -204,770 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$955M -$169M -1,817,459 -15%
Capital International Investors
6
Capital International Investors
California
$743M -$246M -2,640,988 -25%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$547M +$117M +1,262,433 +28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$518M -$13M -140,156 -2%
Morgan Stanley
9
Morgan Stanley
New York
$513M -$9.81M -105,459 -2%
Charles Schwab
10
Charles Schwab
California
$494M -$26.2M -281,755 -5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$456M +$18.3M +196,741 +4%
JP Morgan Chase
12
JP Morgan Chase
New York
$407M +$286M +3,078,910 +246%
Federated Hermes
13
Federated Hermes
Pennsylvania
$375M +$179M +1,929,692 +93%
AllianceBernstein
14
AllianceBernstein
Tennessee
$346M +$32.8M +352,111 +11%
Deutsche Bank
15
Deutsche Bank
Germany
$319M -$12.6M -135,726 -4%
Northern Trust
16
Northern Trust
Illinois
$268M +$3.36M +36,108 +1%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$262M +$19.7M +211,707 +8%
A
18
AustralianSuper
Australia
$251M -$44.7M -480,864 -15%
Invesco
19
Invesco
Georgia
$246M -$30.6M -328,491 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$234M +$21.3M +229,494 +10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$201M -$2.64M -28,398 -1%
Bank of America
22
Bank of America
North Carolina
$198M +$43.3M +465,294 +28%
AQR Capital Management
23
AQR Capital Management
Connecticut
$195M -$65.9M -708,769 -25%
LSV Asset Management
24
LSV Asset Management
Illinois
$185M -$12.2M -131,400 -6%
TIM
25
Thornburg Investment Management
New Mexico
$184M -$2.24M -24,051 -1%
1
2 3 4 5

LYB Hedge Fund Activity: Q1 2023 in Review

908 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q1 2023, worth a combined $21.7B — up 16% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new LYB positions and 75 closed out — a net gain of 32 holders — while 374 added to existing stakes and 298 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $286M. The largest seller was Capital International Investors, cutting an estimated $246M.

  • 908 institutional investors held LyondellBasell Industries (LYB) as of Q1 2023, up from 897 in Q4 2022.
  • Funds reported $21.7B of LyondellBasell Industries stock for Q1 2023, up 16% quarter-over-quarter.
  • 107 funds opened new LyondellBasell Industries positions in Q1 2023 and 75 closed out, a net change of +32 holders.
  • The largest LyondellBasell Industries buyer in Q1 2023 was JP Morgan Chase, an estimated $286M added.
  • The largest LyondellBasell Industries seller in Q1 2023 was Capital International Investors, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2023.