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Fomento Económico Mexicano

262 hedge funds and large institutions have $6.9B invested in Fomento Económico Mexicano in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $6.09B → $6.9B (+$813M)

10% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 79

5% more funds holding

Funds holding: 250262 (+12)

0.07% more ownership

Funds ownership: 3.4%3.47% (+0.07%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

36% less call options, than puts

Call options by funds: $3.57M | Put options by funds: $5.56M

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
41
Increased
87
Reduced
79
Closed
26
Calls
$3.57M
Puts
$5.56M
Net Calls
-$1.99M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MUFG Americas
New York
$18K +$17.7K +194 New
PCG
227
Private Capital Group
Connecticut
$14K
GEA
228
Glen Eagle Advisors
New Jersey
$13.8K
CFGS
229
Concourse Financial Group Securities
Alabama
$13K
LC
230
Lindbrook Capital
California
$12K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$12K +$4.65K +51 +73%
AIA
232
Alera Investment Advisors
Illinois
$12K +$6.11K +67 +106%
CBT
233
Capital Bank & Trust
California
$10K +$9.76K +107 New
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$2.37K +26 +37%
LWM
235
Lenox Wealth Management
Ohio
$8K -$41.4K -454 -84%
POIA
236
Pin Oak Investment Advisors
Texas
$8K
Simplex Trading
237
Simplex Trading
Illinois
$7K -$25.1K -275 -77%
CFA
238
Carroll Financial Associates
North Carolina
$7K
TC
239
Truvestments Capital
Florida
$6K +$5.93K +65 New
RE
240
RBC Europe
United Kingdom
$5.91K
ST
241
Sageworth Trust
Pennsylvania
$5K -$13.7K -150 -75%
BCA
242
Berman Capital Advisors
Georgia
$5K
PFO
243
Pathstone Family Office
New Jersey
$5K +$5.38K +59 New
ACS
244
Archford Capital Strategies
Illinois
$4K
BBA
245
Braun-Bostich & Associates
Pennsylvania
$4K
PB
246
Pinnacle Bancorp
Nebraska
$4K
MSA
247
Marino Stram & Associates
Massachusetts
$3K -$91 -1 -3%
GWM
248
Geneos Wealth Management
Colorado
$3K
IFAM
249
Institutional & Family Asset Management
Colorado
$3K
CGT
250
Capital Guardian Trust
California
$3K +$2.83K +31 New

FMX Hedge Fund Activity: Q1 2019 in Review

262 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2019, worth a combined $6.9B — up 13% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 26 closed out — a net gain of 15 holders — while 87 added to existing stakes and 79 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $197M. The largest seller was Vontobel Asset Management, cutting an estimated $65.8M.

  • 262 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.9B of Fomento Económico Mexicano stock for Q1 2019, up 13% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q1 2019 and 26 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2019 was Schroder Investment Management Group, an estimated $197M added.
  • The largest Fomento Económico Mexicano seller in Q1 2019 was Vontobel Asset Management, an estimated $65.8M sold.

Based on aggregated 13F filings for Q1 2019.