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Methanex

222 hedge funds and large institutions have $4.08B invested in Methanex in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $15.2M

195% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 22

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

24% more funds holding

Funds holding: 179222 (+43)

10% more capital invested

Capital invested by funds: $3.72B → $4.08B (+$362M)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

Holders
222
Holders Change
+43
Holders Change %
+24.02%
% of All Funds
6.44%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
65
Increased
67
Reduced
76
Closed
22
Calls
$47.1M
Puts
$15.2M
Net Calls
+$31.9M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$558M -$78.9M -1,366,899 -13%
PP
2
Prudential plc
United Kingdom
$457M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$287M -$123M -2,123,528 -30%
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$162M +$37.1M +643,075 +33%
Allianz Asset Management
5
Allianz Asset Management
Germany
$153M -$9.11M -157,940 -6%
SCA
6
Southpoint Capital Advisors
New York
$150M -$21.6M -375,000 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$119M -$18.9M -327,947 -14%
JP Morgan Chase
8
JP Morgan Chase
New York
$86.5M -$25.4M -439,634 -23%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$79.3M +$1.23M +21,267 +2%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$76.5M -$7.92M -137,308 -10%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$73.9M +$8.86M +153,500 +14%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$61.8M -$5.54M -95,960 -8%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$59.6M +$11.4M +198,252 +25%
GCC
14
Guardian Capital (Canada)
Ontario, Canada
$59.5M -$46.7M -809,080 -45%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$56.2M -$5.88M -101,955 -10%
Norges Bank
16
Norges Bank
Norway
$55.8M -$9.6M -166,398 -15%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$55M +$53.5M +926,728 +41,188%
Goldman Sachs
18
Goldman Sachs
New York
$54.1M -$28M -484,657 -35%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$51.6M -$1.88M -32,600 -4%
UIM
20
USS Investment Management
United Kingdom
$45.4M +$45.3M +785,076 New
Invesco
21
Invesco
Georgia
$44.9M -$965K -16,722 -2%
SFM
22
Systematic Financial Management
New Jersey
$43.1M +$11.6M +200,248 +38%
Canada Life
23
Canada Life
Manitoba, Canada
$40.7M -$7.94M -137,593 -17%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$40.5M -$11.4M -198,224 -22%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.4M +$2.24M +38,812 +7%

MEOH Hedge Fund Activity: Q4 2013 in Review

222 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Methanex (MEOH) for Q4 2013, worth a combined $4.08B — up 9.7% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MEOH positions and 22 closed out — a net gain of 43 holders — while 67 added to existing stakes and 76 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $53.5M. The largest seller was Ameriprise, cutting an estimated $173M.

  • 222 institutional investors held Methanex (MEOH) as of Q4 2013, up from 179 in Q3 2013.
  • Funds reported $4.08B of Methanex stock for Q4 2013, up 9.7% quarter-over-quarter.
  • 65 funds opened new Methanex positions in Q4 2013 and 22 closed out, a net change of +43 holders.
  • The largest Methanex buyer in Q4 2013 was PNC Financial Services Group, an estimated $53.5M added.
  • The largest Methanex seller in Q4 2013 was Ameriprise, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2013.