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Fomento Económico Mexicano

232 hedge funds and large institutions have $4.07B invested in Fomento Económico Mexicano in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 3.16%3.11% (-0.05%)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

13% less funds holding

Funds holding: 267232 (-35)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

37% less capital invested

Capital invested by funds: $6.45B → $4.07B (-$2.38B)

53% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 60

98% less call options, than puts

Call options by funds: $333K | Put options by funds: $18.1M

Holders
232
Holders Change
-35
Holders Change %
-13.11%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
28
Increased
76
Reduced
77
Closed
60
Calls
$333K
Puts
$18.1M
Net Calls
-$17.8M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$22.9M -$5.81M -68,710 -15%
SP
27
Sarasin & Partners
United Kingdom
$22.7M -$4.13M -48,910 -12%
SO
28
STRS Ohio
Ohio
$21.7M
N
29
Nuveen
North Carolina
$20.4M +$28.5M +336,800 New
IUHSA
30
Itau Unibanco Holding S.A.
Brazil
$17.6M -$13.6M -160,364 -36%
Deutsche Bank
31
Deutsche Bank
Germany
$17.1M +$5.58M +65,976 +30%
Macquarie Group
32
Macquarie Group
Australia
$16.9M -$4.03M -47,714 -15%
Bessemer Group
33
Bessemer Group
New Jersey
$16.8M +$11.6M +137,151 +97%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$16.3M +$2.29M +27,109 +11%
State Street
35
State Street
Massachusetts
$16.3M +$4.43M +52,407 +24%
Ameriprise
36
Ameriprise
Minnesota
$15.6M +$2.35M +27,842 +12%
Vanguard Group
37
Vanguard Group
Pennsylvania
$15.5M -$1.31M -15,489 -6%
APG Asset Management
38
APG Asset Management
Netherlands
$14.7M -$93K -1,100 -0.5%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$14.5M
Wellington Management Group
40
Wellington Management Group
Massachusetts
$14.4M -$9.51M -112,567 -32%
GF
41
Gabelli Funds
New York
$13.6M -$1.61M -19,000 -8%
AI
42
Axiom Investors
Connecticut
$13.3M -$1.44M -16,990 -7%
Public Employees Retirement Association of Colorado
43
Public Employees Retirement Association of Colorado
Colorado
$11.9M
CS
44
Credit Suisse
Switzerland
$11.7M +$1.63M +19,336 +11%
Goldman Sachs
45
Goldman Sachs
New York
$11.2M -$3.65M -43,181 -19%
SEI Investments
46
SEI Investments
Pennsylvania
$10.4M +$770K +9,112 +6%
AAMU
47
Amundi Asset Management US
Massachusetts
$9.74M -$12.1M -142,849 -47%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$9.27M -$7.31M -86,556 -36%
AII
49
AGF Investments Inc
Ontario, Canada
$8.21M +$431K +5,102 +4%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$7.91M +$1.02M +12,079 +10%

FMX Hedge Fund Activity: Q1 2020 in Review

232 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2020, worth a combined $4.07B — down 37% from $6.45B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of FMX and 28 opened new positions — a net loss of 32 holders — while 77 trimmed existing stakes and 76 added.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $142M. The largest seller was JP Morgan Chase, cutting an estimated $219M.

  • 232 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $4.07B of Fomento Económico Mexicano stock for Q1 2020, down 37% quarter-over-quarter.
  • 28 funds opened new Fomento Económico Mexicano positions in Q1 2020 and 60 closed out, a net change of -32 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2020 was First Eagle Investment Management, an estimated $142M added.
  • The largest Fomento Económico Mexicano seller in Q1 2020 was JP Morgan Chase, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2020.