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274 hedge funds and large institutions have $4.11B invested in Cemex in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 46

5% more funds holding

Funds holding: 262274 (+12)

2% more capital invested

Capital invested by funds: $4.03B → $4.11B (+$76M)

5% less call options, than puts

Call options by funds: $53.2M | Put options by funds: $56.1M

9.39% less ownership

Funds ownership: 13.2%3.81% (-9.4%)

17% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 94

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
274
Holders Change
+12
Holders Change %
+4.58%
% of All Funds
6.85%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
62
Increased
78
Reduced
94
Closed
46
Calls
$53.2M
Puts
$56.1M
Net Calls
-$2.92M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$118K +$123K +15,506 New
FWM
202
Frontier Wealth Management
Missouri
$111K +$115K +14,413 New
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$107K +$16.9K +2,127 +18%
LMGAM
204
Liberty Mutual Group Asset Management
Massachusetts
$107K +$110K +13,808 New
GAM
205
Gotham Asset Management
New York
$106K +$109K +13,773 New
ONB
206
Old National Bancorp
Indiana
$104K +$107K +13,428 New
ECM
207
ETrade Capital Management
Virginia
$102K -$47.3K -5,954 -31%
ICOA
208
Investment Centers of America
North Dakota
$97K +$101K +12,648 New
IF
209
IRON Financial
Illinois
$88K -$11.2K -1,407 -11%
JWA
210
JFS Wealth Advisors
Pennsylvania
$88K +$978 +123 +1%
AG
211
Advisor Group
Arizona
$88K +$49.4K +6,216 +122%
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$86K +$46.1K +5,798 +109%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$83K +$15.4K +1,936 +22%
HF
214
HRT Financial
New York
$83K +$85.9K +10,809 New
SM
215
SG3 Management
Puerto Rico
$80K +$82.7K +10,400 New
SIC
216
Shoker Investment Counsel
Ohio
$80K +$82.7K +10,400 New
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$71K -$43K -5,408 -37%
JIR
218
James Investment Research
Ohio
$63K +$64.5K +8,112 New
TDC
219
Thompson Davis & Co
Virginia
$60K +$48.1K +6,048 +361%
CAW
220
Cornerstone Advisors (Washington)
Washington
$51K +$31.7K +3,991 +155%
IA
221
IFP Advisors
Florida
$48K -$12.9K -1,629 -21%
HNB
222
Huntington National Bank
Ohio
$45K +$45.4K +5,709 +5,437%
DADC
223
D.A. Davidson & Co
Montana
$43K -$13.8K -1,741 -24%
HR
224
Howe & Rusling
New York
$38K +$38.8K +4,888 New
NIT
225
NumerixS Investment Technologies
British Columbia, Canada
$38K +$38.8K +4,888 New

CX Hedge Fund Activity: Q4 2016 in Review

274 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q4 2016, worth a combined $4.11B — up 1.9% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CX positions and 46 closed out — a net gain of 16 holders — while 78 added to existing stakes and 94 trimmed.

The largest buyer was Carmignac Gestion, adding an estimated $203M. The largest seller was Balyasny Asset Management, cutting an estimated $70.3M.

  • 274 institutional investors held Cemex (CX) as of Q4 2016, up from 262 in Q3 2016.
  • Funds reported $4.11B of Cemex stock for Q4 2016, up 1.9% quarter-over-quarter.
  • 62 funds opened new Cemex positions in Q4 2016 and 46 closed out, a net change of +16 holders.
  • The largest Cemex buyer in Q4 2016 was Carmignac Gestion, an estimated $203M added.
  • The largest Cemex seller in Q4 2016 was Balyasny Asset Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q4 2016.