Cemex
274 hedge funds and large institutions have $4.21B invested in Cemex in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 89 reducing their positions, and 43 closing their positions.
29% more capital invested
Capital invested by funds: $3.26B → $4.21B (+$948M)
6% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 89
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.01% less ownership
Funds ownership: 3.41% → 3.4% (-0.01%)
5% less funds holding
Funds holding: 287 → 274 (-13)
23% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 43
70% less call options, than puts
Call options by funds: $15.6M | Put options by funds: $52.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$151M |
| 2 |
BlackRock
New York
|
+$57.4M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$30.4M |
| 4 |
BS
Banco Santander
Madrid,
Spain
|
+$17.3M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$131M |
| 2 |
ESG
Emerging Sovereign Group
New York
|
-$44.6M |
| 3 |
Morgan Stanley
New York
|
-$36.7M |
| 4 |
BBP
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
-$23.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
301
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$53K | -7,163 | Closed |
|
|
WAP
302
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$39K | -5,832 | Closed |
|
|
PFO
303
Pathstone Family Office
Englewood,
New Jersey
| – | -$21K | -3,150 | Closed |
|
|
WDL
304
Well Done LLC
Holland,
Michigan
| – | -$11K | -1,631 | Closed |
|
|
CWM
305
Cedar Wealth Management
Walnut Creek,
California
| – | -$10K | -1,460 | Closed |
|
|
MFT
306
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$2K | -295 | Closed |
|
|
HDIM
307
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$2K | -245 | Closed |
|
|
SWP
308
Strategic Wealth Partners
Independence,
Ohio
| – | -$2K | -240 | Closed |
|
309
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -227 | Closed |
|
|
PFGIA
310
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -216 | Closed |
|
|
IWM
311
IHT Wealth Management
Chicago,
Illinois
| – | -$1K | -200 | Closed |
|
|
CF
312
Centaurus Financial
Anaheim,
California
| – | +$89 | +14 | New |
|
CX Hedge Fund Activity: Q2 2018 in Review
274 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q2 2018, worth a combined $4.21B — up 29% from $3.26B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of CX and 33 opened new positions — a net loss of 10 holders — while 89 trimmed existing stakes and 94 added.
The largest buyer was Dodge & Cox, adding an estimated $151M. The largest seller was Schroder Investment Management Group, cutting an estimated $131M.
- 274 institutional investors held Cemex (CX) as of Q2 2018, down from 287 in Q1 2018.
- Funds reported $4.21B of Cemex stock for Q2 2018, up 29% quarter-over-quarter.
- 33 funds opened new Cemex positions in Q2 2018 and 43 closed out, a net change of -10 holders.
- The largest Cemex buyer in Q2 2018 was Dodge & Cox, an estimated $151M added.
- The largest Cemex seller in Q2 2018 was Schroder Investment Management Group, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2018.