Cemex
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.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+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: 277 → 266 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$22M |
| 2 |
GTP
Global Thematic Partners
New York
|
+$21.2M |
| 3 |
BBP
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
+$20.8M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$16.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$86.1M |
| 2 |
Millennium Management
New York
|
-$16.4M |
| 3 |
RL
Ruffer LLP
London,
United Kingdom
|
-$16.3M |
| 4 |
BlackRock
New York
|
-$14.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$235 | +47 | New |
|
|
FGAM
302
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$460 | +92 | New |
|
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.