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511 hedge funds and large institutions have $8.32B invested in Celanese in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 164 increasing their positions, 220 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.58% less ownership

Funds ownership: 95.35%94.77% (-0.58%)

15% less funds holding

Funds holding: 601511 (-90)

20% less call options, than puts

Call options by funds: $6.24M | Put options by funds: $7.78M

25% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 220

41% less capital invested

Capital invested by funds: $14.2B → $8.32B (-$5.86B)

68% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 120

Holders
511
Holders Change
-90
Holders Change %
-14.98%
% of All Funds
11.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
39
Increased
164
Reduced
220
Closed
120
Calls
$6.24M
Puts
$7.78M
Net Calls
-$1.54M
Net Calls Change
+$762K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B +$30.6M +309,604 +2%
Dodge & Cox
2
Dodge & Cox
California
$741M -$41M -414,891 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$710M +$119M +1,204,200 +14%
BlackRock
4
BlackRock
New York
$642M -$4.09M -41,304 -0.5%
Capital International Investors
5
Capital International Investors
California
$561M +$54.3M +548,661 +8%
State Street
6
State Street
Massachusetts
$397M -$28M -282,698 -5%
BBHC
7
Brown Brothers Harriman & Co
New York
$257M +$46.8M +472,981 +16%
Wells Fargo
8
Wells Fargo
California
$229M +$37.6M +380,262 +14%
LAM
9
Lyrical Asset Management
New York
$208M -$27.6M -278,791 -9%
LSV Asset Management
10
LSV Asset Management
Illinois
$201M -$16.2M -164,093 -6%
GC
11
GMT Capital
Georgia
$189M -$29.4M -297,200 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$157M -$566K -5,723 -0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$145M +$7.49M +75,739 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$133M +$22.3M +225,771 +14%
Norges Bank
15
Norges Bank
Norway
$131M +$78.3M +791,146 +80%
Artisan Partners
16
Artisan Partners
Wisconsin
$106M -$58.8M -594,078 -29%
Northern Trust
17
Northern Trust
Illinois
$99.5M -$365K -3,692 -0.3%
Franklin Resources
18
Franklin Resources
California
$96.4M +$467K +4,716 +0.4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$69.8M -$1M -10,114 -1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$68M +$53.7M +542,613 +141%
Legal & General Group
21
Legal & General Group
United Kingdom
$65.8M +$794K +8,024 +0.9%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$64M +$15.5M +156,342 +22%
Bank of America
23
Bank of America
North Carolina
$61.5M -$733K -7,408 -0.9%
Invesco
24
Invesco
Georgia
$60.5M +$3.72M +37,570 +5%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$58.8M +$28.8M +291,450 +57%

CE Hedge Fund Activity: Q1 2020 in Review

511 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Celanese (CE) for Q1 2020, worth a combined $8.32B — down 41% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of CE and 39 opened new positions — a net loss of 81 holders — while 220 trimmed existing stakes and 164 added.

The largest buyer was Wellington Management Group, adding an estimated $119M. The largest seller was Capital Research Global Investors, cutting an estimated $86.1M.

  • 511 institutional investors held Celanese (CE) as of Q1 2020, down from 601 in Q4 2019.
  • Funds reported $8.32B of Celanese stock for Q1 2020, down 41% quarter-over-quarter.
  • 39 funds opened new Celanese positions in Q1 2020 and 120 closed out, a net change of -81 holders.
  • The largest Celanese buyer in Q1 2020 was Wellington Management Group, an estimated $119M added.
  • The largest Celanese seller in Q1 2020 was Capital Research Global Investors, an estimated $86.1M sold.

Based on aggregated 13F filings for Q1 2020.