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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
ESB
251
Essex Savings Bank
Connecticut
$2K
FHB
252
First Hawaiian Bank
Hawaii
$2K
GAM
253
Gemmer Asset Management
California
$2K
MFW
254
Mosaic Family Wealth
Missouri
$2K +$2.01K +22 New
FGAM
255
Financial Gravity Asset Management
Texas
$2K +$2.37K +26 New
JCM
256
Jacobi Capital Management
Pennsylvania
$1K
NCM
257
Nelson Capital Management
California
$1K +$1.28K +14 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.46K +16 New
APA
259
American Portfolios Advisors
New York
$738
GT
260
Glenmede Trust
Pennsylvania
$28 -$5.47K -60 -16%
RAA
261
RWC Asset Advisors
Florida
-$22.2M -258,129 Closed
Arrowstreet Capital
262
Arrowstreet Capital
Massachusetts
-$14.5M -169,064 Closed
Sands Capital Management
263
Sands Capital Management
Virginia
-$7.36M -85,523 Closed
RAM
264
RWC Asset Management
United Kingdom
-$6.99M -81,266 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
265
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$4.62M -53,700 Closed
Canada Pension Plan Investment Board
266
Canada Pension Plan Investment Board
Ontario, Canada
-$3.37M -39,179 Closed
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
-$3.08M -35,752 Closed
GI
268
Glovista Investments
New Jersey
-$1.21M -14,073 Closed
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
-$772K -8,457 Closed
AAM
270
Advisors Asset Management
Colorado
-$316K -3,670 Closed
UFF
271
USA Financial Formulas
Michigan
-$314K -3,174 Closed
HighTower Advisors
272
HighTower Advisors
Illinois
-$219K -2,567 Closed
PP
273
Paloma Partners
Connecticut
-$220K -2,557 Closed
FNBT
274
FineMark National Bank & Trust
Florida
-$217K -2,521 Closed
UBS AM
275
UBS AM
Illinois
-$207K -2,400 Closed

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.