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 2024-02-09, 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 ≈ $155.30. Options: 18 managers hold calls ($104.6m notional), 18 hold puts ($80.0m).
Trends to Q4 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 |
| Q4 2023 | 645 |
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 |
| Q4 2023 | 251 | 304 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $54.2m | $38.7m | 0.71 |
| Q2 2023 | $112.2m | $69.5m | 0.62 |
| Q3 2023 | $163.3m | $101.3m | 0.62 |
| Q4 2023 | $104.6m | $80.0m | 0.76 |
Biggest buyers
| Capital World Investors | Added | +1.9m |
| MORGAN STANLEY | Added | +1.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.3m |
| JPMORGAN CHASE & CO | Added | +888.3k |
| Capital Research Global Investors | Added | +468.0k |
| Invesco Ltd. | Added | +382.2k |
| VANGUARD GROUP INC | Added | +354.4k |
| Capital International Investors | Added | +329.7k |
| Epoch Investment Partners, Inc. | Added | +140.4k |
| Artemis Investment Management LLP | Added | +140.3k |
Biggest sellers
| FMR LLC | Reduced | -999.3k |
| Balyasny Asset Management L.P. | Reduced | -936.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -255.5k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -170.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -130.1k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -125.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -125.6k |
| FIRST TRUST ADVISORS LP | Reduced | -118.1k |
| Walleye Capital LLC | Sold out | -108.0k |
| Dodge & Cox | Reduced | -105.9k |
Biggest calls
| Twin Tree Management, LP | Reduced | $26.2m168.8k shares |
| Hudson Bay Capital Management LP | Reduced | $19.4m125.0k shares |
| CITIGROUP INC | Unchanged | $17.5m112.5k shares |
| CITADEL ADVISORS LLC | Reduced | $16.2m104.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.3m72.6k shares |
| PEAK6 Investments LLC | Added | $3.2m20.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.7m17.6k shares |
| Walleye Trading LLC | Reduced | $2.2m14.4k shares |
| Jefferies Financial Group Inc. | New | $2.2m14.2k shares |
| JANE STREET GROUP, LLC | Reduced | $1.3m8.4k shares |
Biggest puts
| Hudson Bay Capital Management LP | Reduced | $19.4m125.0k shares |
| CITIGROUP INC | Unchanged | $17.5m112.5k shares |
| CITADEL ADVISORS LLC | Reduced | $13.9m89.5k shares |
| Twin Tree Management, LP | New | $7.8m50.1k shares |
| Walleye Trading LLC | Added | $6.5m41.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.4m28.5k shares |
| MILLENNIUM MANAGEMENT LLC | New | $3.1m20.0k shares |
| Walleye Capital LLC | Reduced | $1.6m10.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.3m8.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.2m7.7k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Capital Research Global Investors 0.57% of their portfolio | 14.8m $2.3bn | Added +468.0k |
| VANGUARD GROUP INC 0.04% of their portfolio | 13.1m $2.0bn | Added +354.4k |
| Capital International Investors 0.39% of their portfolio | 11.3m $1.8bn | Added +329.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.25% of their portfolio | 8.5m $1.3bn | Added +1.3m |
| Dodge & Cox 0.68% of their portfolio | 6.8m $1.1bn | Reduced -105.9k |
| BlackRock Inc. 0.03% of their portfolio | 6.7m $1.0bn | Reduced -102.1k |
| Capital World Investors 0.17% of their portfolio | 6.1m $953.7m | Added +1.9m |
| FMR LLC 0.06% of their portfolio | 5.3m $829.8m | Reduced -999.3k |
| STATE STREET CORP 0.03% of their portfolio | 4.3m $673.3m | Reduced -23.4k |
| Invesco Ltd. 0.13% of their portfolio | 3.4m $528.9m | Added +382.2k |
| MORGAN STANLEY 0.02% of their portfolio | 2.5m $392.7m | Added +1.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 2.2m $338.6m | Added +33.9k |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 2.0m $310.5m | Reduced -47.5k |
| HARRIS ASSOCIATES L P 0.51% of their portfolio | 1.9m $297.0m | Added +37.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.7m $269.8m | Added +888.3k |
| GMT Capital Corp 7.34% of their portfolio | 1.3m $194.8m | Unchanged |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.3m $194.3m | Reduced -69.3k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.1m $173.1m | Reduced -81.2k |
| LYRICAL ASSET MANAGEMENT LP 2.69% of their portfolio | 1.1m $165.2m | Added +38.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.0m $156.8m | Added +56.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 901.3k $140.0m | Added +16.8k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 892.9k $138.7m | Reduced -9.3k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 759.9k $118.1m | Reduced -13.9k |
| Evercore Wealth Management, LLC 1.83% of their portfolio | 702.6k $109.2m | Reduced -34.0k |
| TURTLE CREEK ASSET MANAGEMENT INC. 2.38% of their portfolio | 579.9k $90.1m | Reduced -170.6k |
| Legal & General Group Plc 0.03% of their portfolio | 562.9k $87.5m | Reduced -32.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.47% of their portfolio | 523.0k $81.3m | Reduced -130.1k |
| Corient Private Wealth LP 0.14% of their portfolio | 498.1k $77.4m | Reduced -971 |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 496.0k $77.1m | Reduced -18.8k |
| PNC Financial Services Group, Inc. 0.06% of their portfolio | 466.4k $72.5m | Added +5.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 445.3k $69.2m | Added +12.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.33% of their portfolio | 421.8k $65.5m | Reduced -255.5k |
| Swiss National Bank 0.04% of their portfolio | 323.3k $50.2m | Reduced -9.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 319.2k $49.6m | Added +4.4k |
| UBS Group AG 0.02% of their portfolio | 310.2k $48.2m | Added +35.9k |
| Squarepoint Ops LLC 0.19% of their portfolio | 302.1k $46.9m | Added +1.1k |
| Epoch Investment Partners, Inc. 0.21% of their portfolio | 300.8k $46.7m | Added +140.4k |
| BARCLAYS PLC 0.02% of their portfolio | 291.2k $45.2m | Added +14.7k |
| NORGES BANK 0.01% of their portfolio | 286.8k $44.6m | Added +62.0k |
| BROWN BROTHERS HARRIMAN & CO 0.33% of their portfolio | 254.0k $39.5m | Reduced -92.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 247.2k $38.4m | Reduced -16.2k |
| NFJ INVESTMENT GROUP, LLC 0.95% of their portfolio | 220.1k $34.2m | Reduced -43.0k |
| Moran Wealth Management, LLC 1.20% of their portfolio | 217.9k $33.9m | Reduced -6.6k |
| Retirement Systems of Alabama 0.14% of their portfolio | 214.2k $33.3m | Reduced -560 |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 211.8k $32.9m | Added +12.6k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 197.7k $30.7m | Added +10.5k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 182.7k $28.4m | Reduced -118.1k |
| National Pension Service 0.04% of their portfolio | 179.9k $28.0m | Unchanged |
| California Public Employees Retirement System 0.02% of their portfolio | 177.6k $27.6m | Reduced -6.6k |
| Thrivent Financial for Lutherans 0.06% of their portfolio | 170.7k $26.5m | Reduced -35.5k |
| Baird Financial Group, Inc. 0.06% of their portfolio | 170.6k $26.5m | Added +22.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 161.6k $25.1m | Reduced -1.7k |
| Artemis Investment Management LLP 0.28% of their portfolio | 155.6k $19.0m | Added +140.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 153.7k $23.9m | Added +53.4k |
| TD Asset Management Inc 0.02% of their portfolio | 148.0k $23.0m | Added +115.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 146.5k $22.8m | Added +43.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 144.3k $22.4m | Reduced -4.6k |
| Janney Montgomery Scott LLC 0.07% of their portfolio | 139.1k $21.6m | Reduced -22.2k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 137.5k $21.4m | Reduced -76 |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 136.4k $21.2m | Added +4.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 133.0k $20.7m | Added +1.6k |
| ZACKS INVESTMENT MANAGEMENT 0.25% of their portfolio | 132.7k $20.6m | Added +1.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 114.1k $17.7m | Reduced -1.9k |
| Steigerwald, Gordon & Koch Inc. 2.35% of their portfolio | 111.7k $17.4m | Added +513 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 110.9k $17.2m | Reduced -2.3k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 110.6k $17.2m | Reduced -9.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio | 107.8k $16.8m | Added +329 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 106.6k $16.0m | Added +5.4k |
| Applied Finance Capital Management, LLC 1.37% of their portfolio | 101.2k $15.7m | Reduced -1.3k |
| Amundi 0.01% of their portfolio | 96.4k $14.2m | Reduced -8.8k |
| Capital International, Inc./CA/ 0.23% of their portfolio | 95.9k $14.9m | Added +30.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 92.8k $14.5m | Reduced -12.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 91.7k $14.5m | Added +7.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 91.3k $14.2m | Added +3.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 90.8k $14.1m | Added +31.5k |
| Impax Asset Management Group plc 0.06% of their portfolio | 89.1k $13.8m | Reduced -5.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 80.7k $12.5m | Reduced -10.7k |
| Susquehanna Portfolio Strategies, LLC 0.22% of their portfolio | 80.5k $12.5m | First filing |
| Markel Group Inc. 0.13% of their portfolio | 77.8k $12.1m | Added +1.0k |
| Cullen/Frost Bankers, Inc. 0.19% of their portfolio | 76.4k $11.9m | Added +2.3k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 75.6k $11.4m | Reduced -19.8k |
| GATEWAY INVESTMENT ADVISERS LLC 0.13% of their portfolio | 73.1k $11.4m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 71.4k $11.1m | Reduced -19.0k |
| Nixon Capital, LLC 4.93% of their portfolio | 70.7k $11.0m | Added +17.1k |
| NorthCoast Asset Management LLC 0.18% of their portfolio | 69.1k $10.7m | Reduced -2.7k |
| Calamos Advisors LLC 0.05% of their portfolio | 69.0k $10.7m | Reduced -901 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 67.7k $10.5m | Reduced -9.4k |
| Blue Whale Capital LLP 1.32% of their portfolio | 66.0k $10.3m | Added +22.0k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 61.6k $9.6m | Added +1.3k |
| Mariner, LLC 0.02% of their portfolio | 61.5k $9.6m | Added +1.7k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 60.7k $9.4m | Reduced -1.0k |
| COMERICA BANK 0.04% of their portfolio | 59.9k $9.3m | Reduced -2.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 59.5k $9.2m | Reduced -2.6k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 58.7k $9.1m | Reduced -706 |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 56.0k $8.7m | Reduced -11.3k |
| Chevy Chase Trust Holdings, LLC 0.03% of their portfolio | 55.9k $8.7m | Reduced -314 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 54.5k $8.5m | Reduced -3.2k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 53.8k $8.4m | Unchanged |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 50.3k $7.8m | Added +3.6k |
| Treasurer of the State of North Carolina 0.04% of their portfolio | 49.6k $7.7m | Added +6.2k |