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212 hedge funds and large institutions have $1.06B invested in Cemex in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 71 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $3.52M

0.01% more ownership

Funds ownership: 3.28%3.29% (+0.01%)

7% less funds holding

Funds holding: 229212 (-17)

23% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 71

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

44% less capital invested

Capital invested by funds: $1.88B → $1.06B (-$819M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
38
Increased
55
Reduced
71
Closed
50
Calls
$11.4M
Puts
$3.52M
Net Calls
+$7.87M
Net Calls Change
-$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$225M -$56.1M -16,594,200 -14%
BIP
2
Brandes Investment Partners
California
$147M +$663K +196,009 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.4M +$101M +29,757,144 +215%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$80.5M -$10.9M -3,213,381 -8%
UBS AM
5
UBS AM
Illinois
$74.8M +$77.2M +22,849,582 +184%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$32.9M +$52.4M +15,500,000 New
OCM
7
Oaktree Capital Management
California
$32.2M +$22.1M +6,536,982 +76%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$28.3M -$5.84M -1,726,559 -11%
GTP
9
Global Thematic Partners
New York
$26.1M -$8.45M -2,499,276 -17%
Wells Fargo
10
Wells Fargo
California
$24M +$72.6K +21,464 +0.2%
PPA
11
Parametric Portfolio Associates
Washington
$22.6M +$114K +33,807 +0.3%
HP
12
Hosking Partners
United Kingdom
$15.9M -$771K -227,958 -3%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$15.8M +$7.43M +2,197,763 +40%
N
14
Nuveen
North Carolina
$15M +$7.08M +2,094,288 +42%
BlackRock
15
BlackRock
New York
$11.6M -$34.8M -10,292,587 -65%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$11M +$6.08M +1,800,000 +53%
Macquarie Group
17
Macquarie Group
Australia
$10.7M -$249K -73,687 -1%
FG
18
Formula Growth
Quebec, Canada
$10.6M +$943K +278,905 +6%
Boston Partners
19
Boston Partners
Massachusetts
$10.5M -$1.18M -348,337 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.66M +$2.9M +857,719 +23%
GA
21
GFS Advisors
Texas
$9.27M -$5.83M -1,724,870 -28%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$9.12M +$613K +181,418 +4%
UIM
23
USS Investment Management
United Kingdom
$9.11M -$8.67M -2,563,800 -37%
SDIC
24
South Dakota Investment Council
South Dakota
$8.35M -$15.1K -4,476 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.09M +$9.82M +2,906,150 +320%

CX Hedge Fund Activity: Q1 2020 in Review

212 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q1 2020, worth a combined $1.06B — down 44% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of CX and 38 opened new positions — a net loss of 12 holders — while 71 trimmed existing stakes and 55 added.

The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Dodge & Cox, cutting an estimated $56.1M.

  • 212 institutional investors held Cemex (CX) as of Q1 2020, down from 229 in Q4 2019.
  • Funds reported $1.06B of Cemex stock for Q1 2020, down 44% quarter-over-quarter.
  • 38 funds opened new Cemex positions in Q1 2020 and 50 closed out, a net change of -12 holders.
  • The largest Cemex buyer in Q1 2020 was Fidelity Investments, an estimated $101M added.
  • The largest Cemex seller in Q1 2020 was Dodge & Cox, an estimated $56.1M sold.

Based on aggregated 13F filings for Q1 2020.