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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
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
JCM
252
Jacobi Capital Management
Pennsylvania
$1K – – –
SCA
253
Stonebridge Capital Advisors
Minnesota
$1K – – –
TC
254
Truvestments Capital
Florida
$1K – – –
PWMG
255
Prestige Wealth Management Group
New Jersey
$1K +$1.38K +15 New
GT
256
Glenmede Trust
Pennsylvania
$23 +$3.5K +38 +18%
CBOA
257
Commonwealth Bank of Australia
Australia
– -$128M -1,324,490 Closed
Marshall Wace
258
Marshall Wace
United Kingdom
– -$5.22M -53,989 Closed
QIM
259
Quantitative Investment Management
Virginia
– -$4.76M -49,208 Closed
OAM
260
Oxford Asset Management
United Kingdom
– -$3.71M -38,309 Closed
BAPIM
261
British Airways Pensions Investment Management
United Kingdom
– -$2.75M -28,445 Closed
MWNA
262
Marshall Wace North America
New York
– -$2.68M -27,740 Closed
CII
263
Capital International Inc
California
– -$2.21M -22,838 Closed
Man Group
264
Man Group
United Kingdom
– -$1.55M -16,000 Closed
Capital Fund Management (CFM)
265
Capital Fund Management (CFM)
France
– -$1.44M -14,858 Closed
QC
266
Quadrature Capital
United Kingdom
– -$1.37M -14,202 Closed
JG
267
Jefferies Group
New York
– -$1.31M -13,590 Closed
GI
268
Glovista Investments
New Jersey
– -$1.29M -13,378 Closed
William Blair Investment Management
269
William Blair Investment Management
Illinois
– -$1.11M -11,449 Closed
Mariner
270
Mariner
Kansas
– -$844K -8,728 Closed
CI
271
Capital International
California
– -$594K -6,137 Closed
HJIM
272
Henry James International Management
New York
– -$388K -4,007 Closed
HCA
273
Harbour Capital Advisors
Virginia
– -$357K -3,685 Closed
TSS
274
Two Sigma Securities
New York
– -$355K -3,667 Closed
FRM
275
Fox Run Management
Connecticut
– -$296K -3,062 Closed
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.