Hedge Funds’ Top 5 Basic Industries Stocks Include CF Industries Holdings, Inc. (CF), Dow Chemical Co (DOW)

With 60 shareholders owning holdings totaling $2.54 billion, CF Industries Holdings, Inc. (NYSE:CF) is another major basic industry stock to gain popularity among investment managers tracked by Insider Monkey. The aggregate investments have shrunk from $2.90 billion, but the number of fund managers has increased from 56. It has been a wise stock choice for investors of CF Industries Holdings, Inc. (NYSE:CF), with its stock growing 16.81% year-to-date. As per a recent decision from the board of directors of the fertilizer company, CF Industries Holdings, Inc. (NYSE:CF) will initiate a five-for-one split of its common shares, with every stockholder of the company getting four additional shares of common stock on June 17, 2015 for each owned share. It is the first time that the company has announced a stock split since its IPO in 2005. D E Shaw and Passport Capital are among the primary investors of CF Industries Holdings, Inc. (NYSE:CF).

LyondellBasell Industries NV (NYSE:LYB) is another basic industries stock that offers a solid dividend yield, of 3.08%, while the shares of the global chemical company have grown 25.62% year-to-date. LyondellBasell Industries NV (NYSE:LYB) witnessed growth in aggregate investments to $3.73 billion from $3.00 billion, though fund ownership dropped to 57 from 66. The chemical company, which completed five years as a publicly traded company in April 2015, announced first quarter 2015 financial results that were satisfactory in terms of growth in diluted earnings per share of $2.42, though revenue declined sharply to $8.19 billion against year-over-year revenue of $11.14 billion. Andreas Halvorsen‘s Viking Global and Zach Schreiber’s Point State Capital hold large positions in LyondellBasell Industries NV (NYSE:LYB).

Dow Chemical Co (NYSE:DOW) rounds out our list of the most popular companies in the basic industries sector. The 120-year-old raw material manufacturer was held in the portfolios of 56 fund managers, with their aggregate investments amounting to $4.09 billion, with fund ownership up from 48 but aggregate investments down from $4.21 billion. Dow Chemical Co (NYSE:DOW) is another strong dividend stock pick, sporting a yield of 3.28%. Dan Loeb’s Third Point and Daniel Och‘s OZ Management are among the top investors of Dow Chemical Co (NYSE:DOW).

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