We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
51
BNP Paribas Asset Management
France
$9.79M -$421K -6,292 -5%
Deutsche Bank
52
Deutsche Bank
Germany
$9.79M -$319K -4,772 -4%
State of New Jersey Common Pension Fund D
53
State of New Jersey Common Pension Fund D
New Jersey
$9.5M -$2.06M -30,793 -20%
AII
54
AGF Investments Inc
Ontario, Canada
$9.38M -$187K -2,800 -2%
Jane Street
55
Jane Street
New York
$8.09M +$4.65M +69,490 +186%
BlackRock
56
BlackRock
New York
$8.05M -$18.1M -270,509 -72%
B
57
Barings
North Carolina
$7.97M +$3.38M +50,569 +93%
Citigroup
58
Citigroup
New York
$7.33M +$1.83M +27,390 +39%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$7.05M +$218K +3,259 +4%
SGA
60
Sustainable Growth Advisers
Connecticut
$6.59M -$1.94M -28,943 -25%
CGC
61
Continental Grain Company
New York
$6.29M +$5.55M +83,000 New
COPPSERS
62
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.28M +$2.67M +39,985 +93%
OCAM
63
Onex Canada Asset Management
Ontario, Canada
$5.95M -$1.4M -21,000 -21%
Vanguard Group
64
Vanguard Group
Pennsylvania
$5.61M -$2.06M -30,739 -29%
PIM
65
Perpetual Investment Management
Australia
$5.56M +$4.9M +73,287 New
GL
66
Gemsstock Ltd
United Kingdom
$5.53M +$4.88M +73,000 New
IUHSA
67
Itau Unibanco Holding S.A.
Brazil
$5.42M -$7.44M -111,200 -61%
GI
68
GAMCO Investors
Connecticut
$4.91M -$221K -3,300 -5%
Fayez Sarofim & Co
69
Fayez Sarofim & Co
Texas
$4.87M -$23.4K -350 -0.5%
TWI
70
Thomas White International
Illinois
$4.79M +$1.15M +17,141 +37%
US Bancorp
71
US Bancorp
Minnesota
$4.59M +$73K +1,092 +2%
ICP
72
Indus Capital Partners
New York
$4.25M -$703K -10,515 -16%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$3.94M -$83.9M -1,254,163 -96%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$3.93M -$67.2K -1,004 -2%
BC
75
Bartlett & Co
Ohio
$3.93M -$67.2K -1,004 -2%

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.