Fomento Económico Mexicano
FMX
217 hedge funds and large institutions have $7.39B invested in Fomento Económico Mexicano in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
2% more funds holding
Funds holding: 212 → 217 (+5)
0.04% less ownership
Funds ownership: 3.61% → 3.57% (-0.04%)
4% less capital invested
Capital invested by funds: $7.7B → $7.39B (-$315M)
5% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 75
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
92% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $16.9M
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$43.1M |
| 2 |
Bank of New York Mellon
New York
|
-$25.9M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$25.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$22.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$18.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Creative Planning
Overland Park,
Kansas
| – | -$2K | -17 | Closed |
|
227
AssetMark Inc
Concord,
California
| – | -$1K | -7 | Closed |
|
FMX Hedge Fund Activity: Q3 2017 in Review
217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2017, worth a combined $7.39B — down 4.1% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FMX positions and 12 closed out — a net gain of 10 holders — while 71 added to existing stakes and 75 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $67.1M. The largest seller was Invesco, cutting an estimated $43.1M.
- 217 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2017, up from 212 in Q2 2017.
- Funds reported $7.39B of Fomento Económico Mexicano stock for Q3 2017, down 4.1% quarter-over-quarter.
- 22 funds opened new Fomento Económico Mexicano positions in Q3 2017 and 12 closed out, a net change of +10 holders.
- The largest Fomento Económico Mexicano buyer in Q3 2017 was Schroder Investment Management Group, an estimated $67.1M added.
- The largest Fomento Económico Mexicano seller in Q3 2017 was Invesco, an estimated $43.1M sold.
Based on aggregated 13F filings for Q3 2017.