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LyondellBasell Industries

927 hedge funds and large institutions have $21.3B invested in LyondellBasell Industries in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 401 increasing their positions, 308 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

30% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 308

29% more call options, than puts

Call options by funds: $312M | Put options by funds: $242M

2% more funds holding

Funds holding: 908927 (+19)

0.41% more ownership

Funds ownership: 70.89%71.3% (+0.41%)

2% less capital invested

Capital invested by funds: $21.7B → $21.3B (-$384M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
927
Holders Change
+19
Holders Change %
+2.09%
% of All Funds
14.55%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
86
Increased
401
Reduced
308
Closed
64
Calls
$312M
Puts
$242M
Net Calls
+$69.6M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.87B -$97.6M -1,067,934 -3%
BlackRock
2
BlackRock
New York
$2.03B -$102M -1,110,627 -5%
Dodge & Cox
3
Dodge & Cox
California
$1.5B -$6.3M -68,950 -0.4%
State Street
4
State Street
Massachusetts
$1.08B +$4.58M +50,100 +0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$849M -$84.8M -928,349 -9%
Capital International Investors
6
Capital International Investors
California
$728M +$1.77M +19,314 +0.2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$700M +$164M +1,792,046 +31%
JP Morgan Chase
8
JP Morgan Chase
New York
$579M +$180M +1,972,160 +46%
Morgan Stanley
9
Morgan Stanley
New York
$527M +$25.3M +277,034 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$515M +$8.74M +95,633 +2%
Charles Schwab
11
Charles Schwab
California
$506M +$22.8M +249,276 +5%
Federated Hermes
12
Federated Hermes
Pennsylvania
$501M +$133M +1,454,374 +36%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$448M +$1.42M +15,554 +0.3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$393M +$54.3M +593,967 +16%
Invesco
15
Invesco
Georgia
$300M +$59.9M +655,223 +25%
Northern Trust
16
Northern Trust
Illinois
$255M -$6.45M -70,619 -2%
A
17
AustralianSuper
Australia
$233M -$12.4M -135,650 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$229M -$269K -2,945 -0.1%
Deutsche Bank
19
Deutsche Bank
Germany
$220M -$91.1M -997,029 -29%
Bank of America
20
Bank of America
North Carolina
$212M +$18.3M +199,932 +9%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$211M -$45.1M -493,326 -18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$193M -$3.92M -42,914 -2%
Goldman Sachs
23
Goldman Sachs
New York
$183M +$14.7M +161,267 +9%
TIM
24
Thornburg Investment Management
New Mexico
$180M -$190K -2,080 -0.1%
LSV Asset Management
25
LSV Asset Management
Illinois
$174M -$7.71M -84,364 -4%

LYB Hedge Fund Activity: Q2 2023 in Review

927 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LyondellBasell Industries (LYB) for Q2 2023, worth a combined $21.3B — down 1.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new LYB positions and 64 closed out — a net gain of 22 holders — while 401 added to existing stakes and 308 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $180M. The largest seller was Arrowstreet Capital, cutting an estimated $131M.

  • 927 institutional investors held LyondellBasell Industries (LYB) as of Q2 2023, up from 908 in Q1 2023.
  • Funds reported $21.3B of LyondellBasell Industries stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 86 funds opened new LyondellBasell Industries positions in Q2 2023 and 64 closed out, a net change of +22 holders.
  • The largest LyondellBasell Industries buyer in Q2 2023 was JP Morgan Chase, an estimated $180M added.
  • The largest LyondellBasell Industries seller in Q2 2023 was Arrowstreet Capital, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2023.