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Celanese

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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$50.2M -$1.86M -16,820 -4%
Swiss National Bank
52
Swiss National Bank
Switzerland
$49.8M +$1.5M +13,600 +3%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$49.5M -$22.3M -202,431 -31%
JIR
54
James Investment Research
Ohio
$48.5M -$471K -4,273 -1%
FAF
55
Första AP-fonden
Sweden
$47.8M +$34.8M +315,300 +274%
AL
56
AJO LP
Pennsylvania
$46.2M -$47.2M -427,880 -51%
MWNA
57
Marshall Wace North America
New York
$45.9M +$31.7M +286,998 +227%
Renaissance Technologies
58
Renaissance Technologies
New York
$43.7M +$27.2M +246,790 +168%
CCI
59
Columbus Circle Investors
$41.5M +$41.2M +373,327 New
IC
60
Inverness Counsel
New York
$40.4M +$1.63M +14,813 +4%
Boston Partners
61
Boston Partners
Massachusetts
$38.5M -$54.2M -491,265 -59%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$37.6M +$3.75M +33,990 +11%
Holocene Advisors
63
Holocene Advisors
New York
$36.5M +$36M +326,336 +11,858%
UBS Group
64
UBS Group
Switzerland
$35.8M +$3.93M +35,628 +12%
Charles Schwab
65
Charles Schwab
California
$34.7M +$2.22M +20,160 +7%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$34.5M +$24.7M +224,100 +260%
AAM
67
Ardevora Asset Management
United Kingdom
$34M -$4.06M -36,806 -11%
AT
68
AMF Tjänstepension
Sweden
$33.1M -$5.43M -49,206 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
69
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33M +$30M +271,500 +1,056%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$32.8M -$558K -5,053 -2%
SAM
71
Scopus Asset Management
New York
$31M +$30.8M +279,218 New
PPA
72
Parametric Portfolio Associates
Washington
$30.6M -$4.78M -43,350 -14%
CC
73
Carlson Capital
Texas
$30.5M +$18.1M +164,000 +148%
SGAM
74
Smith Group Asset Management
Texas
$30.1M +$1.91M +17,279 +7%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$29.8M -$2.74M -24,865 -8%

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.