Fomento Económico Mexicano
FMX
228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.
6% more capital invested
Capital invested by funds: $7.01B → $7.43B (+$425M)
0.22% more ownership
Funds ownership: 3.5% → 3.72% (+0.22%)
3% less funds holding
Funds holding: 236 → 228 (-8)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
17% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 29
20% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 87
40% less call options, than puts
Call options by funds: $25.7M | Put options by funds: $42.6M
Top Buyers
| 1 |
O
OppenheimerFunds
New York
|
+$135M |
| 2 |
JP Morgan Chase
New York
|
+$111M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$104M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
+$80M |
| 5 |
Goldman Sachs
New York
|
+$75M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIT
251
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$28K | -300 | Closed |
|
|
AIM
252
Acrospire Investment Management
Chicago,
Illinois
| – | -$18K | -200 | Closed |
|
253
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15K | -157 | Closed |
|
|
CIM
254
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$10K | -112 | Closed |
|
|
SIA
255
SeaBridge Investment Advisors
Summit,
New Jersey
| – | -$5K | -55 | Closed |
|
|
PCP
256
Proficio Capital Partners
Newton,
Massachusetts
| – | -$2K | -25 | Closed |
|
FMX Hedge Fund Activity: Q3 2016 in Review
228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.
- 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
- Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
- 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
- The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
- The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.
Based on aggregated 13F filings for Q3 2016.