We are live on ! Find out more
CX icon

Cemex
CX

212 hedge funds and large institutions have $6.96B invested in Cemex in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

11% more capital invested

Capital invested by funds: $6.25B → $6.96B (+$711M)

2% more funds holding

Funds holding: 207 → 212 (+5)

4.49% less ownership

Funds ownership: 46.1% → 41.61% (-4.5%)

86% less call options, than puts

Call options by funds: $229M | Put options by funds: $1.6B

Holders
212
Holders Change
+5
Holders Change %
+2.42%
% of All Funds
6.15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
50
Increased
74
Reduced
59
Closed
42
Calls
$229M
Puts
$1.6B
Net Calls
-$1.37B
Net Calls Change
-$158M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$361M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$56.6M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$49.4M
4
Wells Fargo
Wells Fargo
California
+$23M
5
APG Asset Management
APG Asset Management
Netherlands
+$20.8M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
-$396M
2
Morgan Stanley
Morgan Stanley
New York
-$156M
3
DCM
Discovery Capital Management
Connecticut
-$154M
4
HCM
Hoplite Capital Management
New York
-$138M
5
EC
Everest Capital
Florida
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
251
Acadian Asset Management
Massachusetts
– -$8K -794 Closed
TIM
252
Tortoise Investment Management
New York
– -$1K -7 Closed
SMA
253
Simply Money Advisors
Ohio
– +$47 +5 New
7 8 9 10
11

CX Hedge Fund Activity: Q4 2013 in Review

212 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q4 2013, worth a combined $6.96B — up 11% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CX positions and 42 closed out — a net gain of 8 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $361M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $396M sold.

  • 212 institutional investors held Cemex (CX) as of Q4 2013, up from 207 in Q3 2013.
  • Funds reported $6.96B of Cemex stock for Q4 2013, up 11% quarter-over-quarter.
  • 50 funds opened new Cemex positions in Q4 2013 and 42 closed out, a net change of +8 holders.
  • The largest Cemex buyer in Q4 2013 was Viking Global Investors, an estimated $361M added.
  • The largest Cemex seller in Q4 2013 was Southeastern Asset Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2013.