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523 hedge funds and large institutions have $14.5B invested in Celanese in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 153 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $13.1M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

11% more capital invested

Capital invested by funds: $13B → $14.5B (+$1.47B)

4% more funds holding

Funds holding: 501523 (+22)

0.48% more ownership

Funds ownership: 95.6%96.08% (+0.48%)

26% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 206

Holders
523
Holders Change
+22
Holders Change %
+4.39%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
76
Increased
153
Reduced
206
Closed
50
Calls
$23.2M
Puts
$13.1M
Net Calls
+$10.1M
Net Calls Change
+$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
501
Trilogy Capital
California
$5K
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$4.22K -$662 -6 -14%
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
OBWP
504
O'Brien Wealth Partners
Massachusetts
$4K
RWP
505
RWA Wealth Partners
Massachusetts
$4K
AWM
506
AllSquare Wealth Management
New York
$4K +$4.3K +39 New
KIG
507
Kessler Investment Group
Indiana
$4K +$4.3K +39 New
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$3K
CFA
509
Carroll Financial Associates
North Carolina
$3K
POIA
510
Pin Oak Investment Advisors
Texas
$3K
DWM
511
Destination Wealth Management
California
$3K +$3.42K +31 New
HCM
512
Hilton Capital Management
New York
$3K +$3.42K +31 New
CBT
513
Capital Bank & Trust
California
$2K -$27.6K -250 -92%
Lazard Asset Management
514
Lazard Asset Management
New York
$2K -$3.97K -36 -57%
TCA
515
Tortoise Capital Advisors
Kansas
$2K
WF
516
WealthTrust Fairport
Ohio
$2K
CF
517
Centaurus Financial
California
$2K +$1.54K +14 New
AF
518
Advisornet Financial
Minnesota
$2K +$1.99K +18 New
PIA
519
Piedmont Investment Advisors
North Carolina
$2K +$2.1K +19 New
VNA
520
Valley National Advisers
Pennsylvania
$1K
FRA
521
Front Row Advisors
California
$5
Adage Capital Partners
522
Adage Capital Partners
Massachusetts
-$40.1M -400,000 Closed
Calamos Advisors
523
Calamos Advisors
Illinois
-$13.2M -131,709 Closed
SC
524
Shellback Capital
Massachusetts
-$8.32M -83,046 Closed
Alyeska Investment Group
525
Alyeska Investment Group
Illinois
-$4.47M -44,598 Closed

CE Hedge Fund Activity: Q2 2018 in Review

523 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Celanese (CE) for Q2 2018, worth a combined $14.5B — up 11% from $13B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CE positions and 50 closed out — a net gain of 26 holders — while 153 added to existing stakes and 206 trimmed.

The largest buyer was Aberdeen Group, adding an estimated $107M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $181M.

  • 523 institutional investors held Celanese (CE) as of Q2 2018, up from 501 in Q1 2018.
  • Funds reported $14.5B of Celanese stock for Q2 2018, up 11% quarter-over-quarter.
  • 76 funds opened new Celanese positions in Q2 2018 and 50 closed out, a net change of +26 holders.
  • The largest Celanese buyer in Q2 2018 was Aberdeen Group, an estimated $107M added.
  • The largest Celanese seller in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2018.