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Fomento Económico Mexicano
FMX

241 hedge funds and large institutions have $5.18B invested in Fomento Económico Mexicano in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.56M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 241 → 241 (0)

0.08% less ownership

Funds ownership: 3.29% → 3.22% (-0.08%)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

14% less capital invested

Capital invested by funds: $6B → $5.18B (-$818M)

Holders
241
Holders Change
–
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
44
Increased
78
Reduced
81
Closed
39
Calls
$11.5M
Puts
$6.56M
Net Calls
+$4.97M
Net Calls Change
+$5.23M

Top Buyers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$81.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$66.2M
3
N
Nuveen
North Carolina
+$44.3M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$39.1M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$36.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$307M
2
Invesco
Invesco
Georgia
-$194M
3
OAG
Orbis Allan Gray
Bermuda
-$85.5M
4
VAM
Vontobel Asset Management
New York
-$65.6M
5
BIP
Brandes Investment Partners
California
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
26
Sarasin & Partners
United Kingdom
$38.4M +$203K +2,588 +0.5%
SO
27
STRS Ohio
Ohio
$36.7M – – –
CFM
28
Coronation Fund Managers
South Africa
$36.5M -$16M -204,266 -30%
LPC
29
Long Pond Capital
New York
$32M -$29.6M -377,454 -48%
Lazard Asset Management
30
Lazard Asset Management
New York
$25.1M +$3.64M +46,433 +17%
Wells Fargo
31
Wells Fargo
California
$24.7M -$307M -3,919,178 -92%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$24.3M -$713K -9,103 -3%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$23.6M – – –
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$23.1M +$66.2M +845,723 +40%
Morgan Stanley
35
Morgan Stanley
New York
$22.1M +$2.77M +35,342 +14%
Millennium Management
36
Millennium Management
New York
$19.7M +$10.6M +135,692 +115%
Northern Trust
37
Northern Trust
Illinois
$19.4M -$3.28M -41,906 -14%
CBCM
38
Cook & Bynum Capital Management
Alabama
$18.7M – – –
GF
39
Gabelli Funds
New York
$18.1M -$251K -3,200 -1%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$18.1M +$18.2M +232,331 New
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$17.8M +$122K +1,559 +0.7%
Amundi
42
Amundi
France
$17.6M +$1.42M +18,185 +9%
RJA
43
Raymond James & Associates
Florida
$17.1M -$2.01M -25,641 -10%
SEI Investments
44
SEI Investments
Pennsylvania
$15.8M -$634K -8,100 -4%
MI
45
Mercer Investments
Massachusetts
$15M +$4.46M +56,947 +42%
State of New Jersey Common Pension Fund D
46
State of New Jersey Common Pension Fund D
New Jersey
$12.9M +$751K +9,590 +6%
Ameriprise
47
Ameriprise
Minnesota
$12.8M -$1.29M -16,476 -9%
TAM
48
Tocqueville Asset Management
New York
$12.6M -$230K -2,941 -2%
JCM
49
Janney Capital Management
Pennsylvania
$12.6M +$2.67M +34,081 +27%
CS
50
Credit Suisse
Switzerland
$11.5M -$2.13M -27,196 -15%
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FMX Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2021, worth a combined $5.18B — down 14% from $6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 39 closed out — a net gain of 5 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $81.6M. The largest seller was Wells Fargo, cutting an estimated $307M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $5.18B of Fomento Económico Mexicano stock for Q4 2021, down 14% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2021 and 39 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2021 was Itau Unibanco Holding S.A., an estimated $81.6M added.
  • The largest Fomento Económico Mexicano seller in Q4 2021 was Wells Fargo, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2021.