We are live on ! Find out more
FMX icon

Fomento Económico Mexicano
FMX

217 hedge funds and large institutions have $7.39B invested in Fomento Económico Mexicano in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

2% more funds holding

Funds holding: 212 → 217 (+5)

0.04% less ownership

Funds ownership: 3.61% → 3.57% (-0.04%)

4% less capital invested

Capital invested by funds: $7.7B → $7.39B (-$315M)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

92% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $16.9M

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
22
Increased
71
Reduced
75
Closed
12
Calls
$1.4M
Puts
$16.9M
Net Calls
-$15.5M
Net Calls Change
-$472K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$67.1M
2
Capital World Investors
Capital World Investors
California
+$34.6M
3
VAM
Vontobel Asset Management
New York
+$15M
4
Citigroup
Citigroup
New York
+$12.5M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$12.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$43.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.9M
3
Fidelity International
Fidelity International
Bermuda
-$25.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$54.5M -$6.66M -66,859 -10%
UIM
27
USS Investment Management
United Kingdom
$51.5M – – –
Bank of America
28
Bank of America
North Carolina
$50.3M +$1.38M +13,887 +3%
Macquarie Group
29
Macquarie Group
Australia
$48.6M -$139K -1,400 -0.3%
Ameriprise
30
Ameriprise
Minnesota
$48.3M -$2.19M -22,024 -4%
BAMCO Inc
31
BAMCO Inc
New York
$42.3M +$4.58M +45,938 +12%
TIM
32
Thornburg Investment Management
New Mexico
$38M -$3.13M -31,464 -7%
IUHSA
33
Itau Unibanco Holding S.A.
Brazil
$35.7M +$4.81M +48,300 +15%
SO
34
STRS Ohio
Ohio
$35.3M – – –
APG Asset Management
35
APG Asset Management
Netherlands
$34.4M +$4.65M +46,650 +15%
Credit Agricole
36
Credit Agricole
France
$32.5M -$4.02M -40,359 -11%
JFL
37
Jarislowsky, Fraser Ltd
Quebec, Canada
$31.4M -$1.6M -16,043 -5%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$29.3M -$22.2M -223,086 -42%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$28.9M -$5.15M -51,658 -15%
GF
40
Gabelli Funds
New York
$28.9M -$966K -9,700 -3%
NO
41
Ninety One
South Africa
$28.3M – – –
HIM
42
HughesLittle Investment Management
$27.6M +$568K +5,700 +2%
Northern Trust
43
Northern Trust
Illinois
$27.5M +$2.79M +27,968 +11%
SEI Investments
44
SEI Investments
Pennsylvania
$27.2M -$324K -3,249 -1%
VanEck Associates
45
VanEck Associates
New York
$24.2M -$359K -3,600 -1%
Millennium Management
46
Millennium Management
New York
$22.7M +$665K +6,676 +3%
AII
47
AGF Investments Inc
Ontario, Canada
$18.6M -$713K -7,154 -4%
SMDAM
48
Sumitomo Mitsui DS Asset Management
Japan
$18.3M +$16.7K +168 +0.1%
Vanguard Group
49
Vanguard Group
Pennsylvania
$17.6M +$1.13M +11,370 +7%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$17.4M +$842K +8,452 +5%
1
2
3 4 5

FMX Hedge Fund Activity: Q3 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2017, worth a combined $7.39B — down 4.1% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMX positions and 12 closed out — a net gain of 10 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $67.1M. The largest seller was Invesco, cutting an estimated $43.1M.

  • 217 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2017, up from 212 in Q2 2017.
  • Funds reported $7.39B of Fomento Económico Mexicano stock for Q3 2017, down 4.1% quarter-over-quarter.
  • 22 funds opened new Fomento Económico Mexicano positions in Q3 2017 and 12 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2017 was Schroder Investment Management Group, an estimated $67.1M added.
  • The largest Fomento Económico Mexicano seller in Q3 2017 was Invesco, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2017.