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Fomento Económico Mexicano

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.

New
Increased
Maintained
Reduced
Closed

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: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-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

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$53.7M -$3.11M -33,769 -5%
CG
27
Carmignac Gestion
France
$48.9M +$48.9M +530,841 New
American Century Companies
28
American Century Companies
Missouri
$47.6M -$10.4M -112,310 -18%
TIM
29
Thornburg Investment Management
New Mexico
$46.2M -$1.03M -11,219 -2%
Macquarie Group
30
Macquarie Group
Australia
$45.4M -$46.6M -505,217 -51%
AQR Capital Management
31
AQR Capital Management
Connecticut
$40.3M -$7.19M -77,994 -15%
Deutsche Bank
32
Deutsche Bank
Germany
$37.5M -$7.14M -77,429 -16%
JFL
33
Jarislowsky, Fraser Ltd
Quebec, Canada
$36M -$7.07M -76,757 -16%
BA
34
BlackRock Advisors
Delaware
$34.2M -$1.34M -14,523 -4%
SO
35
STRS Ohio
Ohio
$34M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$31.6M +$30.8M +333,724 +3,639%
BAMCO Inc
37
BAMCO Inc
New York
$30.8M +$922K +10,000 +3%
GF
38
Gabelli Funds
New York
$29.9M
SGA
39
Sustainable Growth Advisers
Connecticut
$28.8M +$11.5M +124,905 +66%
NO
40
Ninety One
South Africa
$27.3M
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$25.8M +$550K +5,970 +2%
IUHSA
42
Itau Unibanco Holding S.A.
Brazil
$25.2M +$3.2M +34,708 +15%
Renaissance Technologies
43
Renaissance Technologies
New York
$24.7M -$19.4M -210,200 -44%
Bank of America
44
Bank of America
North Carolina
$24.7M -$21.9M -238,017 -47%
DCM
45
Driehaus Capital Management
Illinois
$24.4M +$24.4M +264,681 New
OCM
46
Oaktree Capital Management
California
$23M +$23.1M +250,143 New
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$22.4M -$95.9M -1,040,861 -81%
AII
48
AGF Investments Inc
Ontario, Canada
$21.5M -$350K -3,794 -2%
VanEck Associates
49
VanEck Associates
New York
$21.5M +$21.6M +234,020 New
SEI Investments
50
SEI Investments
Pennsylvania
$20.6M +$4.31M +46,780 +26%

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.