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Methanex

213 hedge funds and large institutions have $4.75B invested in Methanex in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $32.3M | Put options by funds: $23.1M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $4.07B → $4.75B (+$687M)

2% more funds holding

Funds holding: 209213 (+4)

5.13% less ownership

Funds ownership: 79.69%74.56% (-5.1%)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 87

Holders
213
Holders Change
+4
Holders Change %
+1.91%
% of All Funds
4.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
56
Reduced
87
Closed
21
Calls
$32.3M
Puts
$23.1M
Net Calls
+$9.23M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$999M -$217M -3,233,754 -19%
ClearBridge Investments
2
ClearBridge Investments
New York
$434M -$468K -6,984 -1%
Fidelity International
3
Fidelity International
Bermuda
$269M +$250M +3,726,808 +4,842%
Boston Partners
4
Boston Partners
Massachusetts
$262M -$888K -13,244 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$247M -$9.53M -142,165 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$235M -$14.4M -214,688 -6%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$223M -$4.5M -67,059 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$160M -$2.93M -43,630 -2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$155M +$3.4M +50,679 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$128M -$10.1M -150,404 -8%
GCC
11
Guardian Capital (Canada)
Ontario, Canada
$96.7M -$22.8M -339,772 -20%
AIMCA
12
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$92.7M +$5.34M +79,700 +9%
Invesco
13
Invesco
Georgia
$79.4M -$17.1M -255,097 -19%
Norges Bank
14
Norges Bank
Norway
$72.7M +$3.52M +52,462 +5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$70.3M -$17.6M -262,543 -21%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$52.1M +$9.91M +147,874 +25%
Canada Life
17
Canada Life
Manitoba, Canada
$47.6M -$28.7M -428,249 -39%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$47.2M -$7.59M -113,273 -15%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$42.5M +$15.2M +226,000 +60%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$41.8M +$4.6M +68,663 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$36.8M -$37.1M -553,636 -52%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$36.2M -$25.3M -377,494 -42%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$33.7M +$779K +11,623 +2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$31.1M -$2.43M -36,187 -8%
Morgan Stanley
25
Morgan Stanley
New York
$29.8M -$5.59M -83,417 -17%

MEOH Hedge Fund Activity: Q2 2018 in Review

213 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Methanex (MEOH) for Q2 2018, worth a combined $4.75B — up 17% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MEOH positions and 21 closed out — a net gain of 5 holders — while 56 added to existing stakes and 87 trimmed.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Prudential plc, cutting an estimated $217M.

  • 213 institutional investors held Methanex (MEOH) as of Q2 2018, up from 209 in Q1 2018.
  • Funds reported $4.75B of Methanex stock for Q2 2018, up 17% quarter-over-quarter.
  • 26 funds opened new Methanex positions in Q2 2018 and 21 closed out, a net change of +5 holders.
  • The largest Methanex buyer in Q2 2018 was Fidelity International, an estimated $250M added.
  • The largest Methanex seller in Q2 2018 was Prudential plc, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2018.