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Fomento Económico Mexicano
FMX

215 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 3.64% → 3.65% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

4% less capital invested

Capital invested by funds: $7.36B → $7.04B (-$324M)

2% less funds holding

Funds holding: 220 → 215 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
5.79%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
19
Increased
76
Reduced
73
Closed
23
Calls
$4.31M
Puts
$1.62M
Net Calls
+$2.69M
Net Calls Change
-$1.41M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$55M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.6M
3
TIM
Thornburg Investment Management
New Mexico
+$28.8M
4
VAM
Vontobel Asset Management
New York
+$26.5M
5
AI
Axiom Investors
Connecticut
+$17.2M

Top Sellers

1
AAM
Aberdeen Asset Management
United Kingdom
-$89.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$47.6M
3
IG
ING Group
Netherlands
-$26.2M
4
DCM
Driehaus Capital Management
Illinois
-$23.6M
5
Norges Bank
Norges Bank
Norway
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
26
Credit Agricole
France
$47.2M +$5.69M +61,359 +13%
HL
27
Harding Loevner
New Jersey
$44.5M +$5.12M +55,202 +13%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$38.1M +$30.6M +329,969 +337%
AQR Capital Management
29
AQR Capital Management
Connecticut
$33.1M +$2.78M +29,974 +9%
Deutsche Bank
30
Deutsche Bank
Germany
$32.1M +$15.9M +171,088 +90%
SO
31
STRS Ohio
Ohio
$31.1M – – –
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$30.6M -$5.12M -55,250 -14%
GF
33
Gabelli Funds
New York
$29.6M – – –
LOAMS
34
Lombard Odier Asset Management (Switzerland)
Switzerland
$28.1M +$927K +10,000 +3%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$27.9M +$3.09M +33,361 +12%
TIM
36
Thornburg Investment Management
New Mexico
$27.6M +$28.8M +310,340 New
Goldman Sachs
37
Goldman Sachs
New York
$27.5M -$325K -3,505 -1%
PPA
38
Parametric Portfolio Associates
Washington
$26.6M -$204K -2,200 -0.7%
NO
39
Ninety One
South Africa
$26.1M +$27.3M +294,300 New
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$25.8M -$14.4M -154,790 -35%
BAMCO Inc
41
BAMCO Inc
New York
$25.4M – – –
Northern Trust
42
Northern Trust
Illinois
$25.2M +$7.17M +77,277 +38%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$24.6M -$211K -2,279 -0.8%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$24.4M -$1.46M -15,796 -5%
AII
45
AGF Investments Inc
Ontario, Canada
$22.3M -$306K -3,302 -1%
SGA
46
Sustainable Growth Advisers
Connecticut
$21.8M -$1.37M -14,777 -6%
DCM
47
Driehaus Capital Management
Illinois
$21.6M -$23.6M -255,014 -51%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$21.6M +$12.2M +131,300 +119%
SMDAM
49
Sumitomo Mitsui DS Asset Management
Japan
$21.1M +$148K +1,600 +0.7%
IUAM
50
Itau USA Asset Management
New York
$20.2M +$4.37M +47,156 +26%
1
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FMX Hedge Fund Activity: Q2 2015 in Review

215 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2015, worth a combined $7.04B — down 4.4% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 76 added.

The largest buyer was William Blair & Company, opening a new position worth an estimated $55M. The largest seller was Aberdeen Asset Management, cutting an estimated $89.1M.

  • 215 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q2 2015 and 23 closed out, a net change of -4 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2015 was William Blair & Company, an estimated $55M added.
  • The largest Fomento Económico Mexicano seller in Q2 2015 was Aberdeen Asset Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q2 2015.