Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LYONDELLBASELL INDUSTRIES NV (LYB)

789 + Investors. Track Smart Money conviction in LYB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
5Q ▼
Buyers last Q
48%

Smart Money Signals — LYB

Based on 742 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds reduced or closed their LYB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
742 funds currently hold this stock — 76% of the 3.0-year high of 977 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
161 fewer hedge funds hold LYB compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

394 buying425 selling
Last quarter: 425 funds reduced or exited vs 394 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new LYB position: 119 → 114 → 89 → 126. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 15% medium ■ 14% new
521 out of 742 hedge funds have held LYB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -38%

Value
-38%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~126 new funds/quarter

107 → 119 → 114 → 89 → 126 new funds/Q
New funds entering each quarter: 119 → 114 → 89 → 126. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 8% 1-2yr ■ 18% new
Of 789 current holders: 582 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
44 of 742 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in LYB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LYB

How many hedge funds hold LYB — quarterly history vs. share price
Quarterly hedge fund ownership of LYB vs. share price

Market Analysis: LYB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LYB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

87 top-rated funds 5 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: LYB
2026 Q1 Stats Unlock in 10 days 789 + Investors

Track Smart Money conviction in LYB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 789 802 -1.62%
13F Shares 241M 226M 6.36%
Total Value $10.40B $16.89B -38.4%
New Positions 132 89 +43
Increased Positions 332 338 -6
Closed Positions 145 157 -12
Reduced Positions 338 386 -48
Total Calls 26 29 -10.34%
Total Puts 25 28 -10.71%
PUT/CALL Ratio 0.96 0.97 Neutral

Statistics: LYB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

789 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LYB. Verified SEC 13F-HR filings.

Top 25 institutional holders of LYB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mercuria Capital Strategies, LLC 12.54% 407,122 $32.8M
2 swisspartners Advisors Ltd 9.81% 194,963 $15.6M
3 Old North State Wealth Management, LLC 4.45% 119,374 $9.6M
4 MUHLENKAMP & CO INC 3.97% 187,159 $15.1M
5 Bluebird Wealth Management LLC 2.65% 32,138 $2.6M
6 Hosking Partners LLP 2.49% 863,114 $69.5M
7 Altrius Capital Management Inc 2.32% 144,831 $11.7M
8 DAVIS SELECTED ADVISERS 2.07% 5,596,588 $450.9M
9 HOURGLASS CAPITAL, LLC 2.03% 121,273 $9.8M
10 O'Brien Greene & Co. Inc 1.93% 84,621 $6.8M
11 Lipe & Dalton 1.79% 42,520 $3K
12 apricus wealth, LLC 1.35% 34,480 $2.8M
13 Pekin Hardy Strauss, Inc. 1.23% 146,268 $11.8M
14 MFG WEALTH MANAGEMENT, INC. 1.09% 16,355 $1.3M
15 MARCO INVESTMENT MANAGEMENT LLC 1.05% 172,009 $13.9M
16 Manske Wealth Management 1.03% 45,647 $3.7M
17 Sompo Asset Management Co., Ltd. 0.96% 64,719 $5.2M
18 ADVOCATE GROUP LLC 0.89% 70,321 $5.7M
19 Gilman Hill Asset Management, LLC 0.85% 70,009 $5.6M
20 AGF MANAGEMENT LTD 0.83% 2,310,951 $186.2M
21 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.80% 135,189 $10.9M
22 Old Port Advisors 0.73% 39,469 $3.2M
23 Praxis Capital Management LLC 0.72% 3,800 $306K
24 NewSquare Capital LLC 0.69% 98,481 $7.9M
25 TOUNJIAN ADVISORY PARTNERS, LLC 0.65% 22,332 $1.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LYONDELLBASELL INDUSTRIES NV (LYB)

What does the Smart Money Trend signal show for LYB?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their LYB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LYB?

More sellers than buyers — 48% buying: Last quarter: 425 funds reduced or exited vs 394 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LYB holders?

Elite ownership — 63% AUM from top-100 funds: 44 of 742 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in LYB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LYB?

70% of holders stayed for 2+ years: 521 out of 742 hedge funds have held LYB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.