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Fomento Económico Mexicano

231 hedge funds and large institutions have $6.5B invested in Fomento Económico Mexicano in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $11.4M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

3% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.12% less ownership

Funds ownership: 3.41%3.29% (-0.12%)

0% less funds holding

Funds holding: 232231 (-1)

6% less capital invested

Capital invested by funds: $6.93B → $6.5B (-$427M)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
27
Increased
78
Reduced
76
Closed
26
Calls
$44.3M
Puts
$11.4M
Net Calls
+$32.9M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$1K +$1.03K +11 New
GAM
227
Gemmer Asset Management
California
$1K +$1.13K +12 New
Wellington Management Group
228
Wellington Management Group
Massachusetts
-$26.3M -279,894 Closed
GI
229
Glovista Investments
New Jersey
-$3.24M -34,522 Closed
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
-$1.75M -18,697 Closed
HCM
231
Highbridge Capital Management
New York
-$1.73M -18,429 Closed
DT
232
Diversified Trust
Tennessee
-$1.42M -15,155 Closed
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
-$986K -10,500 Closed
JG
234
Jefferies Group
New York
-$667K -7,098 Closed
VF
235
Virtu Financial
New York
-$492K -5,238 Closed
NIT
236
NumerixS Investment Technologies
British Columbia, Canada
-$460K -4,900 Closed
DTL
237
Dynamic Technology Lab
Singapore
-$317K -3,368 Closed
UFF
238
USA Financial Formulas
Michigan
-$311K -3,313 Closed
LG
239
Leuthold Group
Minnesota
-$253K -2,698 Closed
Brown Advisory
240
Brown Advisory
Maryland
-$210K -2,232 Closed
IG
241
ING Group
Netherlands
-$202K -2,150 Closed
IWP
242
Icon Wealth Partners
Texas
-$69K -737 Closed
AssetMark Inc
243
AssetMark Inc
California
-$49K -522 Closed
II
244
Inspire Investing
Idaho
-$25K -267 Closed
GBT
245
Grove Bank & Trust
Florida
-$15K -160 Closed
ASN
246
Advisory Services Network
Georgia
-$11.3K -121 -99%
AFNAS
247
American Financial Network Advisory Services
California
-$10K -103 Closed
CA
248
Calton & Associates
Florida
-$9K -101 Closed
CG
249
Cutler Group
California
-$9K -100 Closed
RFM
250
Royal Fund Management
Florida
-$7K -76 Closed

FMX Hedge Fund Activity: Q1 2018 in Review

231 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2018, worth a combined $6.5B — down 6.2% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 26 closed out — a net gain of 1 holder — while 78 added to existing stakes and 76 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $75.8M. The largest seller was Vontobel Asset Management, cutting an estimated $171M.

  • 231 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2018, down from 232 in Q4 2017.
  • Funds reported $6.5B of Fomento Económico Mexicano stock for Q1 2018, down 6.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q1 2018 and 26 closed out, a net change of +1 holder.
  • The largest Fomento Económico Mexicano buyer in Q1 2018 was OppenheimerFunds, an estimated $75.8M added.
  • The largest Fomento Económico Mexicano seller in Q1 2018 was Vontobel Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2018.