Fomento Económico Mexicano
FMX
213 hedge funds and large institutions have $6.77B invested in Fomento Económico Mexicano in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 23 closing their positions.
47% more call options, than puts
Call options by funds: $4.84M | Put options by funds: $3.29M
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
0.08% less ownership
Funds ownership: 3.49% → 3.41% (-0.08%)
4% less capital invested
Capital invested by funds: $7.05B → $6.77B (-$281M)
5% less funds holding
Funds holding: 224 → 213 (-11)
35% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 23
42% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$60.8M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$35.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$26M |
| 4 |
IUAM
Itau USA Asset Management
New York
|
+$13.3M |
| 5 |
VAM
Vontobel Asset Management
New York
|
+$9.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$139M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$49.5M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$24.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$20.4M |
| 5 |
O
OppenheimerFunds
New York
|
-$19.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TH
226
Timber Hill
Greenwich,
Connecticut
| – | -$220K | -2,348 | Closed |
|
|
CCM
227
Causeway Capital Management
Los Angeles,
California
| – | -$215K | -2,300 | Closed |
|
|
JG
228
Jefferies Group
New York
| – | -$92K | -978 | Closed |
|
|
SEC
229
Seven Eight Capital
New York
| – | -$56K | -600 | Closed |
|
|
OSAM
230
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$14K | -154 | Closed |
|
|
BRWA
231
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$9.37K | -100 | Closed |
|
|
CGT
232
Capital Guardian Trust
Los Angeles,
California
| – | -$4K | -41 | Closed |
|
233
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -27 | Closed |
|
234
AllianceBernstein
Nashville,
Tennessee
| – | -$2K | -26 | Closed |
|
|
PTC
235
Private Trust Company
Cleveland,
Ohio
| – | -$1K | -13 | Closed |
|
|
S
236
SignatureFD
Atlanta,
Georgia
| – | -$1K | -7 | Closed |
|
FMX Hedge Fund Activity: Q3 2014 in Review
213 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2014, worth a combined $6.77B — down 4% from $7.05B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of FMX and 15 opened new positions — a net loss of 8 holders — while 95 trimmed existing stakes and 55 added.
The largest buyer was Aberdeen Asset Management, adding an estimated $60.8M. The largest seller was Norges Bank, cutting an estimated $139M.
- 213 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2014, down from 224 in Q2 2014.
- Funds reported $6.77B of Fomento Económico Mexicano stock for Q3 2014, down 4% quarter-over-quarter.
- 15 funds opened new Fomento Económico Mexicano positions in Q3 2014 and 23 closed out, a net change of -8 holders.
- The largest Fomento Económico Mexicano buyer in Q3 2014 was Aberdeen Asset Management, an estimated $60.8M added.
- The largest Fomento Económico Mexicano seller in Q3 2014 was Norges Bank, an estimated $139M sold.
Based on aggregated 13F filings for Q3 2014.