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Fomento Económico Mexicano

236 hedge funds and large institutions have $7.01B invested in Fomento Económico Mexicano in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.07% more ownership

Funds ownership: 3.43%3.5% (+0.07%)

2% less capital invested

Capital invested by funds: $7.14B → $7.01B (-$136M)

2% less funds holding

Funds holding: 242236 (-6)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

26% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $20.9M

Holders
236
Holders Change
-6
Holders Change %
-2.48%
% of All Funds
6.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
25
Increased
86
Reduced
78
Closed
28
Calls
$15.4M
Puts
$20.9M
Net Calls
-$5.52M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
226
SeaBridge Investment Advisors
New Jersey
$5K -$3.66K -40 -42%
WC
227
Whitnell & Co
Illinois
$5K
WA
228
Winfield Associates
Ohio
$5K
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$4K
CAW
230
Cornerstone Advisors (Washington)
Washington
$2K
GWM
231
Geneos Wealth Management
Colorado
$2K
ACS
232
Archford Capital Strategies
Illinois
$2K +$2.19K +24 New
PCP
233
Proficio Capital Partners
Massachusetts
$2K +$2.29K +25 New
PMFA
234
Plante Moran Financial Advisors
Michigan
$1K
JCM
235
Jacobi Capital Management
Pennsylvania
$1K +$914 +10 New
CA
236
Commerzbank Aktiengesellschaft
Germany
$235 -$7.5K -82 -3%
UBS AM
237
UBS AM
Illinois
-$86.6M -899,300 Closed
AIMCA
238
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$13.2M -136,700 Closed
Lord, Abbett & Co
239
Lord, Abbett & Co
New Jersey
-$11.9M -123,597 Closed
DCM
240
Driehaus Capital Management
Illinois
-$11.7M -121,391 Closed
Marshall Wace
241
Marshall Wace
United Kingdom
-$8.03M -83,408 Closed
OMC
242
Old Mission Capital
Illinois
-$5.59M -58,046 Closed
JMFC
243
J.M. Forbes & Co
Massachusetts
-$5.22M -54,171 Closed
WBC
244
Westpac Banking Corp
Australia
-$4.88M -50,689 Closed
NIP
245
Nicholas Investment Partners
California
-$2.37M -24,634 Closed
NAM
246
NorthCoast Asset Management
Connecticut
-$2.29M -23,812 Closed
JMPWA
247
JP Morgan Private Wealth Advisors
California
-$686K -7,127 Closed
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
-$432K -4,729 Closed
LPL Financial
249
LPL Financial
California
-$389K -4,145 Closed
Axa
250
Axa
France
-$304K -3,161 Closed