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274 hedge funds and large institutions have $2.85B invested in Cemex in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $7.31M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

7% more funds holding

Funds holding: 256274 (+18)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

0.21% less ownership

Funds ownership: 3.05%2.84% (-0.21%)

11% less capital invested

Capital invested by funds: $3.2B → $2.85B (-$349M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
274
Holders Change
+18
Holders Change %
+7.03%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
48
Increased
91
Reduced
91
Closed
27
Calls
$24.1M
Puts
$7.31M
Net Calls
+$16.8M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$343M -$152M -20,429,232 -28%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M -$124M -16,704,826 -32%
Capital International Investors
3
Capital International Investors
California
$181M -$132M -17,837,834 -39%
UBS AM
4
UBS AM
Illinois
$175M -$86.3M -11,631,245 -30%
Principal Financial Group
5
Principal Financial Group
Iowa
$126M +$460K +61,954 +0.3%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$123M +$41.1M +5,542,723 +41%
BIP
7
Brandes Investment Partners
California
$122M -$55.2M -7,442,264 -28%
OCM
8
Oaktree Capital Management
California
$90.9M -$3.71M -500,000 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$69.4M -$730K -98,403 -0.9%
American Century Companies
10
American Century Companies
Missouri
$63.3M +$2.36M +318,541 +3%
Man Group
11
Man Group
United Kingdom
$63.2M -$25.8M -3,473,025 Closed
AQR Capital Management
12
AQR Capital Management
Connecticut
$62.9M +$18.8M +2,535,112 +35%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$57M +$2.77M +373,246 +4%
RAA
14
RWC Asset Advisors
Florida
$56M +$4.96M +668,425 +8%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$54.4M -$55.3M -7,446,377 -47%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$54.4M -$7.38M -993,998 -11%
PL
17
Perpetual Ltd
Australia
$51.6M +$4.81M +648,131 +9%
IUHSA
18
Itau Unibanco Holding S.A.
Brazil
$46.7M +$4.85M +653,592 +10%
Millennium Management
19
Millennium Management
New York
$40.7M +$29.9M +4,022,893 +179%
Bank of America
20
Bank of America
North Carolina
$40.2M +$41.1M +5,531,557 +857%
AI
21
Axiom Investors
Connecticut
$39.3M +$44.9M +6,046,050 New
Russell Investments Group
22
Russell Investments Group
United Kingdom
$38M +$22.3M +3,004,954 +107%
Macquarie Group
23
Macquarie Group
Australia
$36.4M +$619K +83,388 +2%
Marshall Wace
24
Marshall Wace
United Kingdom
$34.2M +$37.2M +5,017,340 +2,053%
DCM
25
Driehaus Capital Management
Illinois
$31.7M +$36.1M +4,870,116 New

CX Hedge Fund Activity: Q3 2023 in Review

274 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cemex (CX) for Q3 2023, worth a combined $2.85B — down 11% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CX positions and 27 closed out — a net gain of 21 holders — while 91 added to existing stakes and 91 trimmed.

The largest buyer was Axiom Investors, opening a new position worth an estimated $44.9M. The largest seller was Baillie Gifford & Co, cutting an estimated $152M.

  • 274 institutional investors held Cemex (CX) as of Q3 2023, up from 256 in Q2 2023.
  • Funds reported $2.85B of Cemex stock for Q3 2023, down 11% quarter-over-quarter.
  • 48 funds opened new Cemex positions in Q3 2023 and 27 closed out, a net change of +21 holders.
  • The largest Cemex buyer in Q3 2023 was Axiom Investors, an estimated $44.9M added.
  • The largest Cemex seller in Q3 2023 was Baillie Gifford & Co, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2023.