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220 hedge funds and large institutions have $1.89B invested in Cemex in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $13.9M

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

0.11% more ownership

Funds ownership: 3.09%3.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less capital invested

Capital invested by funds: $2.06B → $1.89B (-$163M)

8% less funds holding

Funds holding: 240220 (-20)

40% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 45

Holders
220
Holders Change
-20
Holders Change %
-8.33%
% of All Funds
4.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
73
Reduced
69
Closed
45
Calls
$15.2M
Puts
$13.9M
Net Calls
+$1.36M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LBA
26
Letko, Brosseau & Associates
Quebec, Canada
$13.3M +$12.5M +3,400,000 New
Northern Trust
27
Northern Trust
Illinois
$13M +$2.97M +811,221 +32%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$11.7M
RGI
29
River Global Investors
United Kingdom
$11.3M +$1.93M +526,254 +22%
Norges Bank
30
Norges Bank
Norway
$11M
Charles Schwab
31
Charles Schwab
California
$10.8M +$2.52M +687,532 +33%
ClearBridge Investments
32
ClearBridge Investments
New York
$10.2M -$467K -127,417 -5%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$10.1M -$216K -58,901 -2%
Fisher Asset Management
34
Fisher Asset Management
Washington
$8.99M -$13.9M -3,786,188 -62%
APG Asset Management
35
APG Asset Management
Netherlands
$7.91M -$1.28M -350,000 -14%
JP Morgan Chase
36
JP Morgan Chase
New York
$7.81M +$3.42M +933,760 +88%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$7.17M +$2.16M +589,474 +47%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.54M +$1.21M +329,700 +30%
AAMU
39
Amundi Asset Management US
Massachusetts
$5.49M +$1.71M +466,494 +50%
RL
40
Ruffer LLP
United Kingdom
$5.09M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.06M +$432K +117,873 +10%
State Street
42
State Street
Massachusetts
$4.97M +$1.5M +409,414 +48%
Morgan Stanley
43
Morgan Stanley
New York
$4.84M -$4.08M -1,114,484 -47%
AG
44
Aperio Group
California
$4.73M +$899K +245,243 +25%
American Century Companies
45
American Century Companies
Missouri
$4.42M +$125K +34,188 +3%
BS
46
Banco Santander
Spain
$4.36M +$56K +15,270 +1%
Goldman Sachs
47
Goldman Sachs
New York
$4.18M +$1.38M +376,542 +55%
Legal & General Group
48
Legal & General Group
United Kingdom
$4.17M
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$3.76M +$1.27M +345,886 +56%
CS
50
Credit Suisse
Switzerland
$3.67M -$5.07M -1,382,534 -60%

CX Hedge Fund Activity: Q3 2019 in Review

220 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q3 2019, worth a combined $1.89B — down 7.9% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of CX and 27 opened new positions — a net loss of 18 holders — while 69 trimmed existing stakes and 73 added.

The largest buyer was Dodge & Cox, adding an estimated $60.1M. The largest seller was Boston Partners, cutting an estimated $88.5M.

  • 220 institutional investors held Cemex (CX) as of Q3 2019, down from 240 in Q2 2019.
  • Funds reported $1.89B of Cemex stock for Q3 2019, down 7.9% quarter-over-quarter.
  • 27 funds opened new Cemex positions in Q3 2019 and 45 closed out, a net change of -18 holders.
  • The largest Cemex buyer in Q3 2019 was Dodge & Cox, an estimated $60.1M added.
  • The largest Cemex seller in Q3 2019 was Boston Partners, an estimated $88.5M sold.

Based on aggregated 13F filings for Q3 2019.