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Fomento Económico Mexicano

262 hedge funds and large institutions have $6.9B invested in Fomento Económico Mexicano in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $6.09B → $6.9B (+$813M)

10% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 79

5% more funds holding

Funds holding: 250262 (+12)

0.07% more ownership

Funds ownership: 3.4%3.47% (+0.07%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

36% less call options, than puts

Call options by funds: $3.57M | Put options by funds: $5.56M

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
41
Increased
87
Reduced
79
Closed
26
Calls
$3.57M
Puts
$5.56M
Net Calls
-$1.99M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
26
Sustainable Growth Advisers
Connecticut
$53.7M +$263K +2,886 +0.5%
UIM
27
USS Investment Management
United Kingdom
$47.4M +$4.11M +45,000 +10%
PPA
28
Parametric Portfolio Associates
Washington
$45.8M +$817K +8,954 +2%
SP
29
Sarasin & Partners
United Kingdom
$39.8M +$109K +1,199 +0.3%
Macquarie Group
30
Macquarie Group
Australia
$37.9M -$1.27M -13,875 -3%
Northern Trust
31
Northern Trust
Illinois
$35.6M +$2.83M +30,977 +9%
SO
32
STRS Ohio
Ohio
$33.1M
IUHSA
33
Itau Unibanco Holding S.A.
Brazil
$32.4M
APG Asset Management
34
APG Asset Management
Netherlands
$28.4M +$538K +5,900 +2%
AAMU
35
Amundi Asset Management US
Massachusetts
$27.2M -$59.4K -651 -0.2%
Select Equity Group
36
Select Equity Group
New York
$26.4M -$22.5K -247 -0.1%
GF
37
Gabelli Funds
New York
$26.1M +$100K +1,100 +0.4%
Ameriprise
38
Ameriprise
Minnesota
$24.6M -$2.55K -28 -0%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$24.5M +$3.27M +35,821 +16%
Vanguard Group
40
Vanguard Group
Pennsylvania
$23M +$3.31M +36,298 +17%
GA
41
GFS Advisors
Texas
$21.3M
HIM
42
HughesLittle Investment Management
$19.8M -$3.56M -39,040 -15%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$19.8M -$5.07M -55,578 -21%
Millennium Management
44
Millennium Management
New York
$19.1M -$385K -4,217 -2%
SEI Investments
45
SEI Investments
Pennsylvania
$18.6M +$7.58M +83,075 +70%
DZ Bank
46
DZ Bank
Germany
$18.5M -$1.73M -19,000 -9%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$18.2M
Goldman Sachs
48
Goldman Sachs
New York
$17.5M +$3.51M +38,517 +26%
WHG
49
Westwood Holdings Group
Texas
$17M -$7.96M -87,269 -32%
CS
50
Credit Suisse
Switzerland
$16.8M +$119K +1,308 +0.7%

FMX Hedge Fund Activity: Q1 2019 in Review

262 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2019, worth a combined $6.9B — up 13% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 26 closed out — a net gain of 15 holders — while 87 added to existing stakes and 79 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $197M. The largest seller was Vontobel Asset Management, cutting an estimated $65.8M.

  • 262 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.9B of Fomento Económico Mexicano stock for Q1 2019, up 13% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q1 2019 and 26 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2019 was Schroder Investment Management Group, an estimated $197M added.
  • The largest Fomento Económico Mexicano seller in Q1 2019 was Vontobel Asset Management, an estimated $65.8M sold.

Based on aggregated 13F filings for Q1 2019.