We are live on ! Find out more
LYB icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.97B +$27.2M +290,401 +0.9%
BlackRock
2
BlackRock
New York
$2.29B +$126M +1,344,720 +6%
Dodge & Cox
3
Dodge & Cox
California
$1.54B -$815K -8,715 -0.1%
State Street
4
State Street
Massachusetts
$1.15B +$55.9M +598,090 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.14B +$530M +5,666,848 +90%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$758M -$70.1M -749,451 -9%
JP Morgan Chase
7
JP Morgan Chase
New York
$674M +$265M +2,830,117 +66%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$562M +$13.6M +145,863 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$551M -$244M -2,613,873 -31%
Charles Schwab
10
Charles Schwab
California
$540M +$3.11M +33,212 +0.6%
Federated Hermes
11
Federated Hermes
Pennsylvania
$477M -$61.3M -655,459 -12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$428M -$23.7M -253,930 -5%
Invesco
13
Invesco
Georgia
$369M -$19.4M -208,013 -5%
Capital International Investors
14
Capital International Investors
California
$368M -$22M -235,420 -6%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$340M +$87.5M +935,430 +35%
AllianceBernstein
16
AllianceBernstein
Tennessee
$320M -$90.5M -968,240 -22%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$270M +$29.4M +314,627 +12%
Northern Trust
18
Northern Trust
Illinois
$266M -$11.5M -122,996 -4%
A
19
AustralianSuper
Australia
$204M -$10.9M -116,072 -5%
Capital World Investors
20
Capital World Investors
California
$197M +$194M +2,075,147 New
Amundi
21
Amundi
France
$194M +$127M +1,355,277 +199%
TIM
22
Thornburg Investment Management
New Mexico
$186M – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$186M -$6.71M -71,771 -4%
Goldman Sachs
24
Goldman Sachs
New York
$184M -$6.88M -73,612 -4%
Bank of America
25
Bank of America
North Carolina
$183M -$26.1M -279,213 -13%
1
2 3 4 5

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.