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Fomento Económico Mexicano
FMX

213 hedge funds and large institutions have $6.77B invested in Fomento Económico Mexicano in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $3.29M

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

0.08% less ownership

Funds ownership: 3.49% → 3.41% (-0.08%)

4% less capital invested

Capital invested by funds: $7.05B → $6.77B (-$281M)

5% less funds holding

Funds holding: 224 → 213 (-11)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
15
Increased
55
Reduced
95
Closed
23
Calls
$4.84M
Puts
$3.29M
Net Calls
+$1.54M
Net Calls Change
-$3.03M

Top Buyers

1
AAM
Aberdeen Asset Management
United Kingdom
+$60.8M
2
DCM
Driehaus Capital Management
Illinois
+$35.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$26M
4
IUAM
Itau USA Asset Management
New York
+$13.3M
5
VAM
Vontobel Asset Management
New York
+$9.56M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$139M
2
TIM
Thornburg Investment Management
New Mexico
-$49.5M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$24.4M
4
UBS AM
UBS AM
Illinois
-$20.4M
5
O
OppenheimerFunds
New York
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
BlackRock Advisors
Delaware
$39.4M -$660K -6,916 -2%
Goldman Sachs
27
Goldman Sachs
New York
$38.2M -$2.92M -30,608 -7%
IG
28
ING Group
Netherlands
$37.8M -$12.6M -132,345 -24%
LOAMS
29
Lombard Odier Asset Management (Switzerland)
Switzerland
$35.9M -$954K -10,000 -3%
WHG
30
Westwood Holdings Group
Texas
$35.1M +$7.41M +77,656 +26%
DCM
31
Driehaus Capital Management
Illinois
$33.9M +$35.2M +368,553 New
AII
32
AGF Investments Inc
Ontario, Canada
$33.9M +$836K +8,763 +2%
SO
33
STRS Ohio
Ohio
$32.1M – – –
GF
34
Gabelli Funds
New York
$30.7M -$19.1K -200 -0.1%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$27.6M +$1.36M +14,300 +5%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$27.4M -$4.66M -48,849 -14%
PPA
37
Parametric Portfolio Associates
Washington
$27.2M +$87.1K +913 +0.3%
SGA
38
Sustainable Growth Advisers
Connecticut
$26.1M +$877K +9,190 +3%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$23.7M -$373K -3,910 -1%
Allianz Asset Management
40
Allianz Asset Management
Germany
$23.6M -$4.31M -45,156 -15%
PP
41
Prudential plc
United Kingdom
$22.2M – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$20.1M -$683K -7,162 -3%
BAMCO Inc
43
BAMCO Inc
New York
$19.8M +$2.39M +25,000 +13%
IUAM
44
Itau USA Asset Management
New York
$18.5M +$13.3M +139,200 +226%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$18M – – –
GI
46
GAMCO Investors
Connecticut
$17M -$391K -4,100 -2%
State Street
47
State Street
Massachusetts
$16.6M -$2.69M -28,165 -14%
AQR Capital Management
48
AQR Capital Management
Connecticut
$16.4M +$897K +9,400 +6%
WBC
49
Westpac Banking Corp
Australia
$15.9M -$4.45M -46,663 -21%
SMDAM
50
Sumitomo Mitsui DS Asset Management
Japan
$15.9M -$41K -430 -0.2%
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FMX Hedge Fund Activity: Q3 2014 in Review

213 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2014, worth a combined $6.77B — down 4% from $7.05B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 15 opened new positions — a net loss of 8 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Aberdeen Asset Management, adding an estimated $60.8M. The largest seller was Norges Bank, cutting an estimated $139M.

  • 213 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2014, down from 224 in Q2 2014.
  • Funds reported $6.77B of Fomento Económico Mexicano stock for Q3 2014, down 4% quarter-over-quarter.
  • 15 funds opened new Fomento Económico Mexicano positions in Q3 2014 and 23 closed out, a net change of -8 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2014 was Aberdeen Asset Management, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q3 2014 was Norges Bank, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2014.