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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.01B → $7.43B (+$425M)

0.22% more ownership

Funds ownership: 3.5%3.72% (+0.22%)

3% less funds holding

Funds holding: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

40% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $42.6M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
51
HughesLittle Investment Management
$20.2M +$627K +6,800 +3%
PIM
52
Platinum Investment Management
Australia
$18.4M
ACI
53
AMP Capital Investors
Australia
$15.9M +$4.33M +46,977 +37%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$15.7M -$3.74M -40,582 -19%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$15.5M -$6.08M -65,937 -28%
Northern Trust
56
Northern Trust
Illinois
$15.5M -$3.95M -42,875 -20%
Public Employees Retirement Association of Colorado
57
Public Employees Retirement Association of Colorado
Colorado
$15.3M +$3.77M +40,900 +33%
GA
58
GFS Advisors
Texas
$14.7M -$470K -5,100 -3%
NONA
59
Ninety One North America
New York
$14.3M
GI
60
GAMCO Investors
Connecticut
$13.9M -$147K -1,600 -1%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$13.6M +$1.17M +12,642 +9%
BAM
62
Baring Asset Management
United Kingdom
$13.3M
HSBC Holdings
63
HSBC Holdings
United Kingdom
$12.9M -$629K -6,822 -5%
BIM
64
BlackRock Investment Management
Delaware
$12.7M -$92.2K -1,000 -0.7%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$11.8M
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$11.6M +$82.9K +900 +0.7%
GRQ
67
Gardner Russo & Quinn
Pennsylvania
$11.5M +$85.7K +930 +0.8%
Vanguard Group
68
Vanguard Group
Pennsylvania
$11M -$1.13M -12,261 -9%
SMDAM
69
Sumitomo Mitsui DS Asset Management
Japan
$10.9M -$225K -2,443 -2%
B
70
BP
United Kingdom
$10.8M
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$10.7M +$7.39M +80,167 +220%
NFA
72
Nationwide Fund Advisors
Ohio
$10.1M +$2.34M +25,352 +30%
HMC
73
Harvard Management Company
Massachusetts
$9.73M
GI
74
Glovista Investments
New Jersey
$9.73M +$9.74M +105,734 New
GH
75
GAM Holding
Switzerland
$9.61M +$1.84M +19,947 +24%

FMX Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
  • Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
  • The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2016.