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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.

New
Increased
Maintained
Reduced
Closed

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: 88 (0)

0.01% less ownership

Funds ownership: 3.41%3.4% (-0.01%)

5% less funds holding

Funds holding: 287274 (-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

Holders
274
Holders Change
-13
Holders Change %
-4.53%
% of All Funds
6.27%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
33
Increased
94
Reduced
89
Closed
43
Calls
$15.6M
Puts
$52.5M
Net Calls
-$36.9M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
SGDR
1
SPX Gestao de Recursos
Brazil
$984M -$636K -100,500 -40%
Dodge & Cox
2
Dodge & Cox
California
$821M +$151M +23,852,379 +24%
BIP
3
Brandes Investment Partners
California
$353M +$30.4M +4,805,568 +10%
Boston Partners
4
Boston Partners
Massachusetts
$345M +$791K +125,106 +0.2%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$208M -$13K -2,051 -0%
BlackRock
6
BlackRock
New York
$148M +$57.4M +9,078,815 +67%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$138M -$7.87M -1,243,915 -6%
GTP
8
Global Thematic Partners
New York
$70.2M +$1.7M +268,799 +3%
Bank of America
9
Bank of America
North Carolina
$54.3M -$18.5M -2,929,134 -26%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$53.5M -$3.18M -502,054 -6%
Fisher Asset Management
11
Fisher Asset Management
Washington
$49.8M +$92K +14,546 +0.2%
GA
12
GFS Advisors
Texas
$44.9M -$1.99M -314,571 -4%
HP
13
Hosking Partners
United Kingdom
$43M -$6.98M -1,103,980 -14%
Wells Fargo
14
Wells Fargo
California
$41.5M +$760K +120,073 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$41.4M -$728K -115,066 -2%
PPFA
16
Provida Pension Fund Administrator
Chile
$40.7M -$1.07M -168,917 -3%
GC
17
GMT Capital
Georgia
$34.9M -$7.04M -1,112,900 -17%
BS
18
Banco Santander
Spain
$33.4M +$17.3M +2,741,389 +116%
Macquarie Group
19
Macquarie Group
Australia
$32.8M +$1.79M +282,969 +6%
NONA
20
Ninety One North America
New York
$32.2M -$269K -42,460 -0.9%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$31.8M -$1.97M -311,279 -6%
Morgan Stanley
22
Morgan Stanley
New York
$30.6M -$36.7M -5,796,096 -55%
FG
23
Formula Growth
Quebec, Canada
$23.8M +$63.3K +10,000 +0.3%
Vanguard Group
24
Vanguard Group
Pennsylvania
$19.7M +$4.54M +717,441 +31%
ClearBridge Investments
25
ClearBridge Investments
New York
$19.5M +$541K +85,554 +3%

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.