We are live on ! Find out more
FMX icon

Fomento Económico Mexicano
FMX

257 hedge funds and large institutions have $6.52B invested in Fomento Económico Mexicano in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 3.36% → 3.3% (-0.06%)

6% less funds holding

Funds holding: 272 → 257 (-15)

7% less capital invested

Capital invested by funds: $7B → $6.52B (-$482M)

18% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $2.1M

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

30% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 105

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

Holders
257
Holders Change
-15
Holders Change %
-5.51%
% of All Funds
5.64%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
25
Increased
73
Reduced
105
Closed
39
Calls
$1.71M
Puts
$2.1M
Net Calls
-$384K
Net Calls Change
-$1.22M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$166M
2
BCIM
Black Creek Investment Management
Ontario, Canada
+$69.3M
3
LCM
Lomas Capital Management
New York
+$55.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.4M
5
Wells Fargo
Wells Fargo
California
+$19.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$79.1M
2
SGA
Sustainable Growth Advisers
Connecticut
-$58M
3
Goldman Sachs
Goldman Sachs
New York
-$48M
4
Fidelity International
Fidelity International
Bermuda
-$38.5M
5
GQG Partners
GQG Partners
Florida
-$26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
226
Capital International Investors
California
$13K +$12.3K +133 +1,330%
POIA
227
Pin Oak Investment Advisors
Texas
$12K – – –
CFA
228
Carroll Financial Associates
North Carolina
$11K – – –
EFSCE
229
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$830 -9 -9%
EIP
230
Ellis Investment Partners
Pennsylvania
$8K -$9.22K -100 -50%
LWM
231
Lenox Wealth Management
Ohio
$8K – – –
BCA
232
Berman Capital Advisors
Georgia
$8K +$3.04K +33 +59%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$6K -$7.29K -79 -57%
RE
234
RBC Europe
United Kingdom
$5.86K – – –
LC
235
Lindbrook Capital
California
$5K -$7.75K -84 -62%
ASN
236
Advisory Services Network
Georgia
$5K – – –
ST
237
Sageworth Trust
Pennsylvania
$5K – – –
GRP
238
Global Retirement Partners
California
$5K +$5.07K +55 New
EW
239
Evoke Wealth
California
$4.12K +$4.15K +45 New
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$4K -$3.32K -36 -43%
APA
241
American Portfolios Advisors
New York
$3.3K +$738 +8 +29%
CBT
242
Capital Bank & Trust
California
$3K – – –
GWM
243
Geneos Wealth Management
Colorado
$3K – – –
IFAM
244
Institutional & Family Asset Management
Colorado
$3K – – –
NSIM
245
North Star Investment Management
Illinois
$3K +$3.5K +38 New
GAM
246
Gemmer Asset Management
California
$2K – – –
PCTC
247
Perkins Coie Trust Company
Washington
$2K – – –
RIA
248
Realta Investment Advisors
Delaware
$2K – – –
SFS
249
Sowell Financial Services
Arkansas
$2K +$1.66K +18 New
FGAM
250
Financial Gravity Asset Management
Texas
$1K -$1.38K -15 -65%
8 9
10
11 12

FMX Hedge Fund Activity: Q3 2019 in Review

257 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2019, worth a combined $6.52B — down 6.9% from $7B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FMX and 25 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 73 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $166M. The largest seller was Capital World Investors, cutting an estimated $79.1M.

  • 257 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2019, down from 272 in Q2 2019.
  • Funds reported $6.52B of Fomento Económico Mexicano stock for Q3 2019, down 6.9% quarter-over-quarter.
  • 25 funds opened new Fomento Económico Mexicano positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $166M added.
  • The largest Fomento Económico Mexicano seller in Q3 2019 was Capital World Investors, an estimated $79.1M sold.

Based on aggregated 13F filings for Q3 2019.