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Fomento Económico Mexicano
FMX

267 hedge funds and large institutions have $6.45B invested in Fomento Económico Mexicano in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

4% more funds holding

Funds holding: 257 → 267 (+10)

4% more call options, than puts

Call options by funds: $765K | Put options by funds: $737K

0.14% less ownership

Funds ownership: 3.3% → 3.16% (-0.14%)

1% less capital invested

Capital invested by funds: $6.52B → $6.45B (-$74.1M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

25% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 102

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
5.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
40
Increased
77
Reduced
102
Closed
26
Calls
$765K
Puts
$737K
Net Calls
+$28K
Net Calls Change
+$412K

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$174M
2
CFM
Coronation Fund Managers
South Africa
+$59.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.7M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$28.5M
5
Bank of America
Bank of America
North Carolina
+$25.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$102M
2
Morgan Stanley
Morgan Stanley
New York
-$91.7M
3
GQG Partners
GQG Partners
Florida
-$85.6M
4
Invesco
Invesco
Georgia
-$85M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$81.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$16.4M +$1.12M +12,152 +8%
SEI Investments
52
SEI Investments
Pennsylvania
$15.3M -$7.61M -82,804 -34%
Bessemer Group
53
Bessemer Group
New Jersey
$13.4M – – –
AG
54
Aperio Group
California
$12.6M +$251K +2,725 +2%
AII
55
AGF Investments Inc
Ontario, Canada
$12.3M -$4.93M -53,624 -29%
BS
56
Banco Santander
Spain
$11.4M -$395K -4,300 -3%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$11.2M +$1.12M +12,162 +11%
OCAM
58
Onex Canada Asset Management
Ontario, Canada
$10.4M +$915K +9,950 +10%
AG
59
Ashmore Group
United Kingdom
$10.4M +$8.83M +96,062 +696%
Jane Street
60
Jane Street
New York
$10.2M +$6.55M +71,296 +195%
GRQ
61
Gardner Russo & Quinn
Pennsylvania
$10.1M -$2.2M -23,917 -18%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$9.7M +$10.8K +118 +0.1%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$8.29M +$2.3K +25 +0%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$8.25M -$5.13M -55,780 -39%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$8.19M -$362K -3,937 -4%
GI
66
GAMCO Investors
Connecticut
$8.1M -$257K -2,800 -3%
ICP
67
Indus Capital Partners
New York
$7.83M -$193K -2,100 -2%
HIM
68
HughesLittle Investment Management
$7.75M -$109K -1,190 -1%
B
69
Barings
North Carolina
$7.6M – – –
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$7.56M -$139K -1,510 -2%
CAM
71
ClariVest Asset Management
California
$7.29M -$1.16M -12,600 -14%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$7.27M -$384K -4,175 -5%
DZ Bank
73
DZ Bank
Germany
$7.15M – – –
Fayez Sarofim & Co
74
Fayez Sarofim & Co
Texas
$6.95M -$3.19M -34,700 -32%
Citigroup
75
Citigroup
New York
$6.18M -$275K -2,987 -4%
1 2
3
4 5

FMX Hedge Fund Activity: Q4 2019 in Review

267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2019, worth a combined $6.45B — down 1.1% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FMX positions and 26 closed out — a net gain of 14 holders — while 77 added to existing stakes and 102 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $102M.

  • 267 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2019, up from 257 in Q3 2019.
  • Funds reported $6.45B of Fomento Económico Mexicano stock for Q4 2019, down 1.1% quarter-over-quarter.
  • 40 funds opened new Fomento Económico Mexicano positions in Q4 2019 and 26 closed out, a net change of +14 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2019 was Orbis Allan Gray, an estimated $174M added.
  • The largest Fomento Económico Mexicano seller in Q4 2019 was Janus Henderson Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2019.