We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

232 hedge funds and large institutions have $6.93B invested in Fomento Económico Mexicano in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.12M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more funds holding

Funds holding: 217232 (+15)

0.16% less ownership

Funds ownership: 3.57%3.41% (-0.16%)

6% less capital invested

Capital invested by funds: $7.39B → $6.93B (-$459M)

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
44
Increased
62
Reduced
84
Closed
27
Calls
$11.2M
Puts
$3.12M
Net Calls
+$8.12M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$17.1M +$1.48M +16,202 +10%
SMDAM
52
Sumitomo Mitsui DS Asset Management
Japan
$16.2M -$1.75M -19,192 -10%
Capital Research Global Investors
53
Capital Research Global Investors
California
$15.8M +$98K +1,074 +0.6%
DZ Bank
54
DZ Bank
Germany
$14.7M
GI
55
GAMCO Investors
Connecticut
$13.7M -$1.57M -17,181 -11%
State Street
56
State Street
Massachusetts
$13.7M +$1.06M +11,613 +9%
AII
57
AGF Investments Inc
Ontario, Canada
$13.6M -$4.54M -49,748 -26%
GA
58
GFS Advisors
Texas
$13.5M +$547K +6,000 +4%
GRQ
59
Gardner Russo & Quinn
Pennsylvania
$12.9M +$353K +3,865 +3%
OCAM
60
Onex Canada Asset Management
Ontario, Canada
$12.8M +$4.37M +47,871 +54%
Fayez Sarofim & Co
61
Fayez Sarofim & Co
Texas
$11.8M -$18.2K -200 -0.2%
DPIM
62
Duff & Phelps Investment Management
Illinois
$11.2M -$306K -3,349 -3%
ACI
63
AMP Capital Investors
Australia
$11M -$367K -4,018 -3%
H
64
Hexavest
Quebec, Canada
$10.8M +$2.76M +30,213 +36%
DCP
65
DSM Capital Partners
Florida
$9.98M -$475K -5,205 -5%
Deutsche Bank
66
Deutsche Bank
Germany
$9.64M +$1.51M +16,527 +19%
PAM
67
Panagora Asset Management
Massachusetts
$9.11M -$420K -4,604 -5%
UBS Group
68
UBS Group
Switzerland
$7.55M -$721K -7,901 -9%
PPFA
69
Provida Pension Fund Administrator
Chile
$7.2M +$5.29M +58,000 +310%
B
70
BP
United Kingdom
$7.1M -$1.24M -13,600 -15%
SEI Investments
71
SEI Investments
Pennsylvania
$6.72M -$19.4M -212,949 -75%
BAPIM
72
British Airways Pensions Investment Management
United Kingdom
$6.65M -$515K -5,649 -7%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$6.51M -$393K -4,309 -6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$6.29M -$181K -1,981 -3%
Sands Capital Management
75
Sands Capital Management
Virginia
$6.15M +$4.86M +53,300 +438%

FMX Hedge Fund Activity: Q4 2017 in Review

232 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2017, worth a combined $6.93B — down 6.2% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 27 closed out — a net gain of 17 holders — while 62 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Schroder Investment Management Group, cutting an estimated $177M.

  • 232 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2017, up from 217 in Q3 2017.
  • Funds reported $6.93B of Fomento Económico Mexicano stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2017 and 27 closed out, a net change of +17 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2017 was JP Morgan Chase, an estimated $283M added.
  • The largest Fomento Económico Mexicano seller in Q4 2017 was Schroder Investment Management Group, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.