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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$40.9M +$20.8M +241,527 +105%
LFDLE
27
La Financiere de L'Echiquier
France
$40.4M -$6.26M -72,827 -14%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$38.2M -$823K -9,568 -2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$27.9M -$1.51M -17,544 -5%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$26.7M +$9.82M +114,154 +60%
Northern Trust
31
Northern Trust
Illinois
$25.3M -$19.9M -231,186 -44%
Lazard Asset Management
32
Lazard Asset Management
New York
$24M -$4.89M -56,909 -17%
Morgan Stanley
33
Morgan Stanley
New York
$21.6M +$1.92M +22,292 +10%
RJA
34
Raymond James & Associates
Florida
$21.3M -$621K -7,220 -3%
IUHSA
35
Itau Unibanco Holding S.A.
Brazil
$21.1M +$20.9M +243,348 New
Bank of America
36
Bank of America
North Carolina
$20.5M -$1.18M -13,775 -6%
GF
37
Gabelli Funds
New York
$20.5M +$86K +1,000 +0.4%
CBCM
38
Cook & Bynum Capital Management
Alabama
$20.5M
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.1M +$16.6M +193,300 +505%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$19.7M +$1.04M +12,078 +6%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$18.5M +$173M +2,007,689 +1,652%
SEI Investments
42
SEI Investments
Pennsylvania
$18.3M -$1.13M -13,089 -6%
Amundi
43
Amundi
France
$17M -$113K -1,311 -0.7%
Ameriprise
44
Ameriprise
Minnesota
$15.8M +$20.3K +236 +0.1%
CS
45
Credit Suisse
Switzerland
$15.2M -$2.45M -28,505 -14%
TAM
46
Tocqueville Asset Management
New York
$14.3M +$2.37M +27,600 +20%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$13.6M +$1.92M +22,314 +17%
Federated Hermes
48
Federated Hermes
Pennsylvania
$12.8M
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$12.8M -$6.53M -75,973 -34%
NCM
50
Newfoundland Capital Management
Brazil
$12M -$3.15M -36,585 -21%

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.