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Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
26
BAMCO Inc
New York
$26.9M -$14.8M -221,152 -38%
EC
27
Eminence Capital
New York
$19.2M -$7.33M -109,636 -30%
Goldman Sachs
28
Goldman Sachs
New York
$18.8M -$673K -10,066 -4%
LCM
29
Lomas Capital Management
New York
$18.7M +$16.5M +246,449 New
Macquarie Group
30
Macquarie Group
Australia
$18.2M -$137K -2,052 -0.8%
Bank of America
31
Bank of America
North Carolina
$17.1M -$1.83M -27,309 -11%
Ameriprise
32
Ameriprise
Minnesota
$16.4M -$160K -2,393 -1%
GF
33
Gabelli Funds
New York
$16.3M -$187K -2,800 -1%
CBCM
34
Cook & Bynum Capital Management
Alabama
$16.1M +$1.32M +19,776 +10%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$15.1M +$10.9M +162,854 +450%
AAMU
36
Amundi Asset Management US
Massachusetts
$14.8M +$141K +2,115 +1%
Morgan Stanley
37
Morgan Stanley
New York
$14.6M -$11.6M -173,588 -47%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$14M -$161K -2,406 -1%
Federated Hermes
39
Federated Hermes
Pennsylvania
$13.7M
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$12.9M +$672K +10,051 +6%
SEI Investments
41
SEI Investments
Pennsylvania
$12.8M +$2.63M +39,275 +30%
Bessemer Group
42
Bessemer Group
New Jersey
$12.7M +$15.3K +228 +0.1%
CS
43
Credit Suisse
Switzerland
$12.4M +$840K +12,551 +8%
State Street
44
State Street
Massachusetts
$12.4M -$2.02M -30,189 -16%
PPA
45
Parametric Portfolio Associates
Washington
$11.3M -$1.21M -18,085 -11%
BCP
46
Berylson Capital Partners
Massachusetts
$10.5M +$9.28M +138,802 New
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$10.2M +$9.03M +134,992 New
AG
48
Aperio Group
California
$10.2M +$3.77M +56,309 +72%
Lazard Asset Management
49
Lazard Asset Management
New York
$9.98M +$8.81M +131,769 New
TAM
50
Tocqueville Asset Management
New York
$9.88M +$8.72M +130,341 New

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.