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241 hedge funds and large institutions have $2.41B invested in Cemex in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $2.54M

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

51% more capital invested

Capital invested by funds: $1.6B → $2.41B (+$811M)

13% more funds holding

Funds holding: 214241 (+27)

0.19% more ownership

Funds ownership: 2.67%2.86% (+0.19%)

8% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
66
Reduced
72
Closed
26
Calls
$12.1M
Puts
$2.54M
Net Calls
+$9.53M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$418M -$25.2M -4,962,178 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$276M -$121M -23,715,750 -32%
UBS AM
3
UBS AM
Illinois
$213M +$9.58M +1,884,600 +5%
BIP
4
Brandes Investment Partners
California
$193M +$19.9M +3,913,008 +13%
Capital International Investors
5
Capital International Investors
California
$143M +$131M +25,865,101 New
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$82.9M +$76.2M +14,982,368 New
OCM
7
Oaktree Capital Management
California
$80.1M -$952K -187,294 -1%
BlackRock
8
BlackRock
New York
$74.4M -$25.2M -4,960,016 -27%
PL
9
Perpetual Ltd
Australia
$61.7M +$56.7M +11,153,568 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$59.6M +$2.19M +431,683 +4%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$58.2M +$91.5K +18,000 +0.2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$46.4M +$35.2M +6,925,661 +470%
American Century Companies
13
American Century Companies
Missouri
$45.7M +$41.2M +8,115,001 +5,505%
RAA
14
RWC Asset Advisors
Florida
$45.2M -$31.2M -6,147,363 -43%
AQR Capital Management
15
AQR Capital Management
Connecticut
$37.6M +$22.4M +4,413,029 +185%
IIA
16
IPG Investment Advisors
California
$34.6M -$402K -79,175 -1%
Macquarie Group
17
Macquarie Group
Australia
$30.1M -$683K -134,441 -2%
SO
18
STRS Ohio
Ohio
$27.8M
LBA
19
Letko, Brosseau & Associates
Quebec, Canada
$23.9M -$24.4K -4,800 -0.1%
Charles Schwab
20
Charles Schwab
California
$22.2M +$124K +24,318 +0.6%
HP
21
Hosking Partners
United Kingdom
$21.3M -$7.33M -1,443,050 -27%
Principal Financial Group
22
Principal Financial Group
Iowa
$19.9M +$18.3M +3,594,720 New
Lazard Asset Management
23
Lazard Asset Management
New York
$18.6M +$384K +75,545 +2%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$18.1M +$2.17M +426,520 +15%
Vanguard Group
25
Vanguard Group
Pennsylvania
$17M -$1.33M -261,903 -8%

CX Hedge Fund Activity: Q1 2023 in Review

241 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q1 2023, worth a combined $2.41B — up 51% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CX positions and 26 closed out — a net gain of 29 holders — while 66 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 241 institutional investors held Cemex (CX) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $2.41B of Cemex stock for Q1 2023, up 51% quarter-over-quarter.
  • 55 funds opened new Cemex positions in Q1 2023 and 26 closed out, a net change of +29 holders.
  • The largest Cemex buyer in Q1 2023 was Capital International Investors, an estimated $131M added.
  • The largest Cemex seller in Q1 2023 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2023.