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Fomento Económico Mexicano

213 hedge funds and large institutions have $6.77B invested in Fomento Económico Mexicano in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $3.29M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

0.08% less ownership

Funds ownership: 3.49%3.41% (-0.08%)

4% less capital invested

Capital invested by funds: $7.05B → $6.77B (-$281M)

5% less funds holding

Funds holding: 224213 (-11)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

42% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 95

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
6.18%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
15
Increased
55
Reduced
95
Closed
23
Calls
$4.84M
Puts
$3.29M
Net Calls
+$1.54M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
51
State of New Jersey Common Pension Fund D
New Jersey
$15.8M +$1.09M +11,440 +7%
BAM
52
Baring Asset Management
United Kingdom
$14.3M +$14.8M +154,928 New
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.1M
Northern Trust
54
Northern Trust
Illinois
$13.5M -$10M -104,943 -42%
Fayez Sarofim & Co
55
Fayez Sarofim & Co
Texas
$12.3M -$38.2K -400 -0.3%
RC
56
Randolph Company
Ohio
$12.2M -$2.38K -25 -0%
PIM
57
Platinum Investment Management
Australia
$12.1M
BIM
58
BlackRock Investment Management
Delaware
$11.5M -$59.4K -623 -0.5%
AIA
59
AGF Investments America
Ontario, Canada
$11.5M -$203K -2,126 -2%
B
60
BP
United Kingdom
$10.2M
GRQ
61
Gardner Russo & Quinn
Pennsylvania
$10.1M -$106K -1,115 -1%
Nordea Investment Management
62
Nordea Investment Management
Sweden
$9.78M -$3.46M -36,288 -25%
ICP
63
Indus Capital Partners
New York
$8.8M +$1.06M +11,105 +13%
U
64
UBS
Switzerland
$8.57M +$770K +8,072 +9%
Deutsche Bank
65
Deutsche Bank
Germany
$8.34M -$18M -188,422 -68%
MAA
66
Managed Account Advisors
New Jersey
$7.94M -$1.39M -14,596 -14%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$7.88M -$3.27M -34,300 -29%
HMC
68
Harvard Management Company
Massachusetts
$7.43M
CAMI
69
Concord Asset Management (Illinois)
Illinois
$7.38M +$46.2K +484 +0.6%
Bank of America
70
Bank of America
North Carolina
$6.46M -$3.84M -40,284 -36%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$6.32M +$6.54M +68,600 New
ZAM
72
Zevin Asset Management
Massachusetts
$6.25M +$261K +2,735 +4%
FCE
73
Fiera Capital (Europe)
Cayman Islands
$6.06M -$221K -2,319 -3%
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
$6.04M -$2.82M -29,600 -31%
STC
75
SEI Trust Company
Pennsylvania
$5.98M -$1.48M -15,481 -19%

FMX Hedge Fund Activity: Q3 2014 in Review

213 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2014, worth a combined $6.77B — down 4% from $7.05B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 15 opened new positions — a net loss of 8 holders — while 95 trimmed existing stakes and 55 added.

The largest buyer was Aberdeen Asset Management, adding an estimated $60.8M. The largest seller was Norges Bank, cutting an estimated $139M.

  • 213 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2014, down from 224 in Q2 2014.
  • Funds reported $6.77B of Fomento Económico Mexicano stock for Q3 2014, down 4% quarter-over-quarter.
  • 15 funds opened new Fomento Económico Mexicano positions in Q3 2014 and 23 closed out, a net change of -8 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2014 was Aberdeen Asset Management, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q3 2014 was Norges Bank, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2014.