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Methanex

219 hedge funds and large institutions have $3.16B invested in Methanex in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $2.69B → $3.16B (+$470M)

10% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $16.1M

0.1% less ownership

Funds ownership: 71.46%71.36% (-0.1%)

3% less funds holding

Funds holding: 226219 (-7)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

28% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
219
Holders Change
-7
Holders Change %
-3.1%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
63
Reduced
87
Closed
36
Calls
$17.7M
Puts
$16.1M
Net Calls
+$1.59M
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$724M -$1.13M -20,089 -0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$185M +$15.4M +273,674 +9%
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$152M -$14.2M -251,510 -9%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$139M -$38.2M -677,815 -22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$133M +$37.6M +666,804 +40%
Vanguard Group
6
Vanguard Group
Pennsylvania
$126M +$339K +6,006 +0.3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$121M -$29.7M -526,972 -20%
Fidelity International
8
Fidelity International
Bermuda
$95.4M +$56M +993,793 +145%
GCC
9
Guardian Capital (Canada)
Ontario, Canada
$87.8M +$6.77M +120,131 +8%
AIMCA
10
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$67.8M -$11.7M -207,100 -19%
Invesco
11
Invesco
Georgia
$63.1M -$3.92M -69,450 -6%
Norges Bank
12
Norges Bank
Norway
$58.5M
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$54.7M +$43.8M +777,447 +421%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$49M -$6.5M -115,220 -12%
Allianz Asset Management
15
Allianz Asset Management
Germany
$48.7M +$13.9M +246,125 +40%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$45.8M +$20.6M +364,841 +83%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$44.8M +$4.31M +76,399 +11%
Canada Life
18
Canada Life
Manitoba, Canada
$41.9M +$10.3M +182,984 +33%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$36.5M -$6.22M -110,239 -15%
SRAIM
20
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$35.3M +$11.8M +208,833 +51%
ClearBridge Investments
21
ClearBridge Investments
New York
$32.3M +$19.7K +350 +0.1%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$32.3M -$1.36M -24,080 -4%
Renaissance Technologies
23
Renaissance Technologies
New York
$28.4M -$10.4M -184,500 -27%
AL
24
AJO LP
Pennsylvania
$27.9M -$17.1M -303,271 -38%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$26.4M -$4.49M -79,718 -15%

MEOH Hedge Fund Activity: Q1 2019 in Review

219 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Methanex (MEOH) for Q1 2019, worth a combined $3.16B — up 17% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of MEOH and 30 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 63 added.

The largest buyer was Fidelity International, adding an estimated $56M. The largest seller was Bank of Montreal, cutting an estimated $38.2M.

  • 219 institutional investors held Methanex (MEOH) as of Q1 2019, down from 226 in Q4 2018.
  • Funds reported $3.16B of Methanex stock for Q1 2019, up 17% quarter-over-quarter.
  • 30 funds opened new Methanex positions in Q1 2019 and 36 closed out, a net change of -6 holders.
  • The largest Methanex buyer in Q1 2019 was Fidelity International, an estimated $56M added.
  • The largest Methanex seller in Q1 2019 was Bank of Montreal, an estimated $38.2M sold.

Based on aggregated 13F filings for Q1 2019.