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256 hedge funds and large institutions have $7.97B invested in Cemex in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

188% more call options, than puts

Call options by funds: $394M | Put options by funds: $137M

47% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 59

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

21% more funds holding

Funds holding: 212256 (+44)

15% more capital invested

Capital invested by funds: $6.96B → $7.97B (+$1.01B)

3.4% more ownership

Funds ownership: 41.61%45% (+3.4%)

Holders
256
Holders Change
+44
Holders Change %
+20.75%
% of All Funds
7.39%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.49%
New
76
Increased
87
Reduced
59
Closed
26
Calls
$394M
Puts
$137M
Net Calls
+$257M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.07B +$175M +16,228,863 +173%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$454M -$23.4M -2,166,939 -5%
Morgan Stanley
3
Morgan Stanley
New York
$402M +$94.6M +8,776,166 +31%
Bank of America
4
Bank of America
North Carolina
$341M +$125M +11,631,500 +58%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$246M +$24.9M +2,314,120 +11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$233M +$54.4M +5,051,134 +30%
SP
7
Sarasin & Partners
United Kingdom
$177M -$870K -80,755 -0.5%
BIP
8
Brandes Investment Partners
California
$175M -$29.3M -2,723,330 -14%
Goldman Sachs
9
Goldman Sachs
New York
$174M +$103M +9,574,414 +147%
Wells Fargo
10
Wells Fargo
California
$161M +$3.74M +346,782 +2%
AI
11
Axiom Investors
Connecticut
$148M +$31.9M +2,959,391 +28%
OH
12
Orbis Holdings
Bermuda
$142M -$20.2M -1,870,427 -12%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$129M -$6.64M -616,048 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$126M +$69.3M +6,434,222 +122%
Deutsche Bank
15
Deutsche Bank
Germany
$115M +$69.2M +6,420,998 +152%
BG
16
BlackRock Group
United Kingdom
$110M -$28.1M -2,607,135 -20%
Macquarie Group
17
Macquarie Group
Australia
$110M +$4.16M +386,215 +4%
Citigroup
18
Citigroup
New York
$105M -$185M -17,180,541 -64%
American Century Companies
19
American Century Companies
Missouri
$97.7M +$46.5M +4,312,793 +91%
HCM
20
Hoplite Capital Management
New York
$97.5M +$97.3M +9,028,020 New
CII
21
Capital International Inc
California
$97.4M -$378K -35,095 -0.4%
PPA
22
Parametric Portfolio Associates
Washington
$85.2M +$910K +84,484 +1%
Ameriprise
23
Ameriprise
Minnesota
$84.8M +$3.23M +299,531 +4%
CS
24
Credit Suisse
Switzerland
$83.7M +$33.5M +3,108,102 +67%
RFC
25
Russell Frank Company
Washington
$70.7M +$3.17M +293,755 +5%

CX Hedge Fund Activity: Q1 2014 in Review

256 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q1 2014, worth a combined $7.97B — up 15% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CX positions and 26 closed out — a net gain of 50 holders — while 87 added to existing stakes and 59 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $175M. The largest seller was Viking Global Investors, exiting entirely with an estimated $389M sold.

  • 256 institutional investors held Cemex (CX) as of Q1 2014, up from 212 in Q4 2013.
  • Funds reported $7.97B of Cemex stock for Q1 2014, up 15% quarter-over-quarter.
  • 76 funds opened new Cemex positions in Q1 2014 and 26 closed out, a net change of +50 holders.
  • The largest Cemex buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $175M added.
  • The largest Cemex seller in Q1 2014 was Viking Global Investors, an estimated $389M sold.

Based on aggregated 13F filings for Q1 2014.