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266 hedge funds and large institutions have $2.25B invested in Cemex in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

0.04% less ownership

Funds ownership: 3.27%3.23% (-0.04%)

5% less capital invested

Capital invested by funds: $2.36B → $2.25B (-$109M)

4% less funds holding

Funds holding: 277266 (-11)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

43% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $17.7M

Holders
266
Holders Change
-11
Holders Change %
-3.97%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
32
Increased
91
Reduced
86
Closed
40
Calls
$10.1M
Puts
$17.7M
Net Calls
-$7.61M
Net Calls Change
+$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
226
TD Ameritrade Investment Management
Nebraska
$6K +$1.14K +228 +21%
GWS
227
Glassman Wealth Services
Virginia
$6K +$6.78K +1,354 New
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$5K -$4.04K -807 -44%
IA
229
IFP Advisors
Florida
$5K -$535 -107 -9%
BBNA
230
Bremer Bank National Association
Minnesota
$5K +$5K +1,000 New
VFA
231
Valeo Financial Advisors
Indiana
$4K -$1.91K -381 -30%
WCM
232
WealthBridge Capital Management
Ohio
$4K -$20 -4 -0.4%
BC
233
Barnett & Company
Tennessee
$4K
CTC
234
Central Trust Company
Missouri
$4K
FHA
235
First Horizon Advisors
Tennessee
$4K
CFA
236
Carroll Financial Associates
North Carolina
$4K +$10 +2 +0.2%
AIA
237
Alera Investment Advisors
Illinois
$3K -$1.95K -390 -41%
RFA
238
Reilly Financial Advisors
California
$3K
LWM
239
Lenox Wealth Management
Ohio
$3K +$2.69K +537 +262%
AF
240
Advisornet Financial
Minnesota
$2K
BFEC
241
Benjamin F. Edwards & Company
Missouri
$2K
EWM
242
Edge Wealth Management
New York
$2K
GCM
243
Gables Capital Management
Florida
$2K
OWA
244
One Wealth Advisors
California
$2K +$1.79K +358 New
SEI Investments
245
SEI Investments
Pennsylvania
$2K +$1.83K +365 New
GRP
246
Global Retirement Partners
California
$2K +$1.86K +372 New
APA
247
American Portfolios Advisors
New York
$1.37K +$1.48K +296 New
WT
248
Whittier Trust
California
$1K -$841 -168 -35%
HNB
249
Huntington National Bank
Ohio
$1K -$711 -142 -38%
AIS
250
Accurate Investment Solutions
Pennsylvania
$1K

CX Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q1 2019, worth a combined $2.25B — down 4.6% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CX and 32 opened new positions — a net loss of 8 holders — while 86 trimmed existing stakes and 91 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $22M. The largest seller was Dodge & Cox, cutting an estimated $86.1M.

  • 266 institutional investors held Cemex (CX) as of Q1 2019, down from 277 in Q4 2018.
  • Funds reported $2.25B of Cemex stock for Q1 2019, down 4.6% quarter-over-quarter.
  • 32 funds opened new Cemex positions in Q1 2019 and 40 closed out, a net change of -8 holders.
  • The largest Cemex buyer in Q1 2019 was Rockefeller Capital Management, an estimated $22M added.
  • The largest Cemex seller in Q1 2019 was Dodge & Cox, an estimated $86.1M sold.

Based on aggregated 13F filings for Q1 2019.