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Fomento Económico Mexicano

238 hedge funds and large institutions have $7.06B invested in Fomento Económico Mexicano in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.38M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $6.32B → $7.06B (+$743M)

3% more funds holding

Funds holding: 230238 (+8)

0.02% less ownership

Funds ownership: 3.33%3.3% (-0.02%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

18% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 82

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
32
Increased
67
Reduced
82
Closed
22
Calls
$17.6M
Puts
$3.38M
Net Calls
+$14.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gemmer Asset Management
California
$2K -$96 -1 -4%
VFA
227
Valeo Financial Advisors
Indiana
$2K
FGAM
228
Financial Gravity Asset Management
Texas
$2K +$96 +1 +5%
FHB
229
First Hawaiian Bank
Hawaii
$2K +$1.64K +17 New
NSB
230
Norway Savings Bank
Maine
$2K +$2.12K +22 New
CFD
231
Creative Financial Designs
Indiana
$1K
JCM
232
Jacobi Capital Management
Pennsylvania
$1K
WWMSC
233
Wagner Wealth Management (South Carolina)
South Carolina
$1K
AC
234
Avestar Capital
New York
$1K +$1.64K +17 New
NO
235
Ninety One
South Africa
-$26M -294,300 Closed
Capital Research Global Investors
236
Capital Research Global Investors
California
-$18.8M -214,390 Closed
ARTA
237
A.R.T. Advisors
New York
-$2.17M -24,700 Closed
GI
238
Glovista Investments
New Jersey
-$1.83M -20,853 Closed
HI
239
Horizon Investments
North Carolina
-$1.19M -13,504 Closed
State of Wisconsin Investment Board
240
State of Wisconsin Investment Board
Wisconsin
-$859K -9,782 Closed
Citadel Advisors
241
Citadel Advisors
Florida
-$631K -6,557 Closed
Barclays
242
Barclays
United Kingdom
-$489K -5,075 Closed
SCM
243
Stevens Capital Management
Pennsylvania
-$393K -4,476 Closed
OAM
244
Oxford Asset Management
United Kingdom
-$270K -3,083 Closed
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$255K -2,900 Closed
FWM
246
Frontier Wealth Management
Missouri
-$221K -2,520 Closed
EGM
247
Engineers Gate Manager
New York
-$202K -2,300 Closed
Daiwa Securities Group
248
Daiwa Securities Group
Japan
-$186K -2,120 Closed
Envestnet Asset Management
249
Envestnet Asset Management
Illinois
-$76K -871 Closed
IWP
250
Icon Wealth Partners
Texas
-$74K -840 Closed

FMX Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2018, worth a combined $7.06B — up 12% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMX positions and 22 closed out — a net gain of 10 holders — while 67 added to existing stakes and 82 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $217M. The largest seller was Aberdeen Group, cutting an estimated $218M.

  • 238 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2018, up from 230 in Q2 2018.
  • Funds reported $7.06B of Fomento Económico Mexicano stock for Q3 2018, up 12% quarter-over-quarter.
  • 32 funds opened new Fomento Económico Mexicano positions in Q3 2018 and 22 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2018 was Schroder Investment Management Group, an estimated $217M added.
  • The largest Fomento Económico Mexicano seller in Q3 2018 was Aberdeen Group, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2018.