CELANESE CORP DEL CE
COM · Common Stock · CUSIP 150870103 · ISIN US1508701034
American technology and specialty materials company
- SectorMaterials
- IndustryPlastic Material, Synth Resin/Rubber, Cellulos (No Glass)
- HeadquartersIrving, TX
- Founded1918
- Websitecelanese.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($27.3m this quarter). Holder counts are more reliable. Shares outstanding: 108.9m as of 2023-11-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $125.54. Options: 21 managers hold calls ($163.3m notional), 20 hold puts ($101.3m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 634 |
| Q4 2022 | 651 |
| Q1 2023 | 648 |
| Q2 2023 | 638 |
| Q3 2023 | 608 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 301 | 311 |
| Q1 2023 | 316 | 294 |
| Q2 2023 | 268 | 331 |
| Q3 2023 | 244 | 307 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $37.9m | $34.4m | 0.91 |
| Q1 2023 | $54.2m | $38.7m | 0.71 |
| Q2 2023 | $112.2m | $69.5m | 0.62 |
| Q3 2023 | $163.3m | $101.3m | 0.62 |
Biggest buyers
| Capital International Investors | Added | +6.0m |
| Capital Research Global Investors | Added | +4.3m |
| Capital World Investors | New | +4.3m |
| Balyasny Asset Management L.P. | New | +939.0k |
| FMR LLC | Added | +570.5k |
| VANGUARD GROUP INC | Added | +323.9k |
| Squarepoint Ops LLC | Added | +277.7k |
| Invesco Ltd. | Added | +230.3k |
| National Pension Service | Added | +167.8k |
| WELLS FARGO & COMPANY/MN | Added | +167.1k |
Biggest sellers
| BROWN BROTHERS HARRIMAN & CO | Reduced | -1.3m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -868.4k |
| Holocene Advisors, LP | Sold out | -633.8k |
| LSV ASSET MANAGEMENT | Sold out | -546.7k |
| NORGES BANK | Reduced | -507.7k |
| NFJ INVESTMENT GROUP, LLC | Reduced | -478.1k |
| CITADEL ADVISORS LLC | Sold out | -319.1k |
| MORGAN STANLEY | Reduced | -299.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -290.8k |
| SOROS FUND MANAGEMENT LLC | Sold out | -246.9k |
Biggest calls
| Twin Tree Management, LP | Added | $49.9m397.7k shares |
| Hudson Bay Capital Management LP | New | $31.4m250.0k shares |
| CITADEL ADVISORS LLC | Reduced | $16.3m129.6k shares |
| CITIGROUP INC | New | $14.1m112.5k shares |
| Artemis Investment Management LLP | New | $13.0m103.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.0m103.5k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $6.3m50.0k shares |
| Walleye Trading LLC | Added | $3.7m29.7k shares |
| JANE STREET GROUP, LLC | Added | $3.5m28.1k shares |
| Walleye Capital LLC | Reduced | $2.5m19.8k shares |
Biggest puts
| Hudson Bay Capital Management LP | New | $31.4m250.0k shares |
| CITADEL ADVISORS LLC | Added | $18.6m148.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $15.5m123.5k shares |
| CITIGROUP INC | New | $14.1m112.5k shares |
| SIMPLEX TRADING, LLC | Added | $4.8m38.6k shares |
| Walleye Capital LLC | Reduced | $2.7m21.2k shares |
| Walleye Trading LLC | Reduced | $2.6m20.4k shares |
| JANE STREET GROUP, LLC | Unchanged | $2.4m19.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.2m17.9k shares |
| Parallax Volatility Advisers, L.P. | New | $1.3m10.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DODGE & COX 13G · institution +1.3 pts · filed 2025-05-14 | 13.8% |
| BlackRock, Inc. 13G · institution filed 2025-04-03 | 11.2% |
| NORGES BANK 13G · institution +2.6 pts · filed 2026-08-12 | 8.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: Capital Research Global Investors (4.2%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 1 | $87.0k | — |
| Q1 2022 | 1 | $255.1k | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 1 | $140.6k | 0 | — | — |
| Q2 2023 | 2 | $317.1k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Capital Research Global Investors 0.50% of their portfolio | 14.3m $1.8bn | Added +4.3m |
| VANGUARD GROUP INC 0.04% of their portfolio | 12.7m $1.6bn | Added +323.9k |
| Capital International Investors 0.35% of their portfolio | 11.0m $1.4bn | Added +6.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.18% of their portfolio | 7.2m $907.0m | Reduced -290.8k |
| Dodge & Cox 0.59% of their portfolio | 7.0m $873.0m | Reduced -62.5k |
| BlackRock Inc. 0.02% of their portfolio | 6.8m $850.0m | Reduced -39.0k |
| FMR LLC 0.07% of their portfolio | 6.3m $795.8m | Added +570.5k |
| STATE STREET CORP 0.03% of their portfolio | 4.4m $546.9m | Reduced -191.0k |
| Capital World Investors 0.11% of their portfolio | 4.3m $537.9m | New |
| Invesco Ltd. 0.10% of their portfolio | 3.0m $379.3m | Added +230.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.2m $269.4m | Added +47.1k |
| WELLS FARGO & COMPANY/MN 0.08% of their portfolio | 2.0m $256.8m | Added +167.1k |
| HARRIS ASSOCIATES L P 0.46% of their portfolio | 1.9m $235.3m | Added +78.6k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.3m $165.7m | Reduced -34.6k |
| GMT Capital Corp 5.92% of their portfolio | 1.3m $157.3m | Unchanged |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.2m $150.0m | Reduced -22.1k |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $134.0m | Reduced -299.8k |
| LYRICAL ASSET MANAGEMENT LP 2.43% of their portfolio | 1.0m $128.6m | Reduced -55.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 953.0k $119.6m | Reduced -69.2k |
| Balyasny Asset Management L.P. 0.33% of their portfolio | 939.0k $117.9m | New |
| NORTHERN TRUST CORP 0.02% of their portfolio | 902.1k $113.2m | Added +42.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 884.6k $111.0m | Added +13.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 848.0k $106.4m | Reduced -181.7k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 773.8k $97.1m | Added +104.9k |
| TURTLE CREEK ASSET MANAGEMENT INC. 2.69% of their portfolio | 750.5k $94.2m | Added +1.8k |
| Evercore Wealth Management, LLC 1.73% of their portfolio | 736.6k $92.5m | Reduced -2.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.49% of their portfolio | 677.3k $85.0m | Added +37 |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.56% of their portfolio | 653.1k $82.0m | Reduced -14.1k |
| Legal & General Group Plc 0.03% of their portfolio | 595.0k $74.7m | Reduced -37.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 514.8k $64.6m | Reduced -158.6k |
| Corient Private Wealth LP 0.14% of their portfolio | 499.0k $62.6m | Added +52.2k |
| PNC Financial Services Group, Inc. 0.05% of their portfolio | 461.3k $57.9m | Added +4.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 432.7k $54.3m | Added +57.4k |
| BROWN BROTHERS HARRIMAN & CO 0.38% of their portfolio | 346.7k $43.5m | Reduced -1.3m |
| Swiss National Bank 0.03% of their portfolio | 332.4k $41.7m | Reduced -47.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 314.9k $39.5m | Reduced -18.1k |
| Squarepoint Ops LLC 0.18% of their portfolio | 301.0k $37.8m | Added +277.7k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 300.8k $37.8m | Reduced -42.4k |
| BARCLAYS PLC 0.02% of their portfolio | 276.5k $34.7m | Added +59.2k |
| UBS Group AG 0.02% of their portfolio | 274.3k $34.4m | Reduced -13.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 263.4k $33.1m | Reduced -28.1k |
| NFJ INVESTMENT GROUP, LLC 0.96% of their portfolio | 263.1k $33.0m | Reduced -478.1k |
| NORGES BANK 0.01% of their portfolio | 224.8k $28.2m | Reduced -507.7k |
| Moran Wealth Management, LLC 1.09% of their portfolio | 224.5k $28.2m | Added +305 |
| Retirement Systems of Alabama 0.13% of their portfolio | 214.7k $27.0m | Reduced -116 |
| Thrivent Financial for Lutherans 0.06% of their portfolio | 206.1k $25.9m | Reduced -32.7k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 199.2k $25.0m | Reduced -8.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 187.1k $23.5m | Added +1.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 184.1k $23.1m | Reduced -7.8k |
| National Pension Service 0.03% of their portfolio | 179.9k $21.6m | Added +167.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 174.4k $21.9m | Added +43.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 163.4k $20.5m | Added +12.8k |
| Janney Montgomery Scott LLC 0.08% of their portfolio | 161.3k $20.3m | Reduced -954 |
| Epoch Investment Partners, Inc. 0.13% of their portfolio | 160.4k $20.1m | Added +150.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 148.8k $18.7m | Reduced -15.5k |
| Baird Financial Group, Inc. 0.05% of their portfolio | 148.5k $18.6m | Reduced -36.3k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 137.6k $17.3m | Reduced -5.6k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 131.8k $16.6m | Added +16.3k |
| ZACKS INVESTMENT MANAGEMENT 0.21% of their portfolio | 131.5k $16.5m | Reduced -56 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 131.4k $16.5m | Reduced -5.0k |
| TUDOR INVESTMENT CORP ET AL 0.23% of their portfolio | 125.7k $15.8m | Added +37.1k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 119.7k $15.0m | Added +25.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 116.0k $14.6m | Reduced -177 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 113.2k $14.2m | Reduced -1.3k |
| Steigerwald, Gordon & Koch Inc. 2.13% of their portfolio | 111.2k $14.0m | Added +766 |
| Walleye Capital LLC 0.20% of their portfolio | 108.0k $13.6m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 107.5k $13.5m | Reduced -77.3k |
| Amundi 0.01% of their portfolio | 105.2k $12.6m | Reduced -188.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 104.8k $13.2m | Reduced -5.1k |
| Applied Finance Capital Management, LLC 1.40% of their portfolio | 102.6k $12.9m | Added +4.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 102.6k $12.9m | Reduced -2.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 101.2k $12.7m | Added +11.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 100.4k $12.6m | Added +40.6k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 95.3k $12.0m | Reduced -31.2k |
| Impax Asset Management Group plc 0.05% of their portfolio | 94.8k $11.9m | Reduced -23.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 91.4k $11.5m | Reduced -15.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 90.4k $11.3m | Reduced -42.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 87.8k $11.0m | Reduced -14.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 84.3k $10.8m | Added +5.5k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 80.0k $10.0m | Added +42.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 77.1k $9.7m | Reduced -914 |
| TORONTO DOMINION BANK 0.01% of their portfolio | 76.8k $9.6m | Reduced -38.1k |
| Markel Group Inc. 0.12% of their portfolio | 76.8k $9.6m | Added +11.5k |
| Cullen/Frost Bankers, Inc. 0.16% of their portfolio | 74.1k $9.3m | Added +1.4k |
| GATEWAY INVESTMENT ADVISERS LLC 0.12% of their portfolio | 73.1k $9.2m | Reduced -59 |
| NorthCoast Asset Management LLC 0.16% of their portfolio | 71.8k $9.0m | Reduced -989 |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.03% of their portfolio | 71.5k $9.0m | Added +125 |
| Calamos Advisors LLC 0.05% of their portfolio | 69.9k $8.8m | Reduced -108.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 67.3k $8.4m | Reduced -65.6k |
| Capital International, Inc./CA/ 0.16% of their portfolio | 65.9k $8.3m | Added +31.0k |
| COMERICA BANK 0.04% of their portfolio | 62.8k $7.9m | Added +62.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 62.0k $7.8m | Reduced -1.7k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 61.7k $7.5m | Reduced -54.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 60.5k $7.6m | Reduced -71.5k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 60.3k $7.6m | Added +19.0k |
| Mariner, LLC 0.02% of their portfolio | 59.9k $7.5m | Reduced -745 |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 59.4k $7.5m | Reduced -1.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 59.3k $7.4m | Reduced -31.7k |
| Pacer Advisors, Inc. 0.03% of their portfolio | 57.8k $7.3m | Reduced -7.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 57.7k $7.2m | Reduced -9.0k |