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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
MI
51
Mercer Investments
Massachusetts
$11.8M +$549K +6,381 +5%
PPA
52
Parametric Portfolio Associates
Washington
$11.7M +$847K +9,847 +8%
CCM
53
Coerente Capital Management
Ontario, Canada
$11.7M -$205K -2,380 -2%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$11.1M +$65K +756 +0.6%
JCM
55
Janney Capital Management
Pennsylvania
$11.1M -$189K -2,197 -2%
B
56
Barings
North Carolina
$10.3M
Millennium Management
57
Millennium Management
New York
$10.2M -$2.73M -31,693 -21%
GI
58
GAMCO Investors
Connecticut
$10.2M -$43K -500 -0.4%
AII
59
AGF Investments Inc
Ontario, Canada
$10.2M -$87.9K -1,022 -0.9%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$9.92M +$84.9K +987 +0.9%
N
61
Natixis
France
$8.37M +$8.29M +96,462 New
OCAM
62
Onex Canada Asset Management
Ontario, Canada
$7.87M -$2.48M -28,840 -24%
SGA
63
Sustainable Growth Advisers
Connecticut
$7.58M -$101K -1,178 -1%
ICP
64
Indus Capital Partners
New York
$7.34M +$1.69M +19,604 +30%
PIM
65
Perpetual Investment Management
Australia
$6.43M -$56.4K -656 -0.9%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$6.07M
DRZID
67
DePrince Race & Zollo Inc (DRZ)
Florida
$6.04M +$1.2M +13,900 +25%
JFL
68
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.96M +$71.4K +830 +1%
Citigroup
69
Citigroup
New York
$5.52M -$2.27M -26,373 -29%
Flossbach Von Storch
70
Flossbach Von Storch
Germany
$5.42M
US Bancorp
71
US Bancorp
Minnesota
$5.31M +$88.2K +1,026 +2%
Fayez Sarofim & Co
72
Fayez Sarofim & Co
Texas
$5.27M -$159K -1,850 -3%
NC
73
Northcape Capital
Australia
$4.69M +$166K +1,927 +4%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$4.62M +$194K +2,260 +4%
BMSSC
75
B. Metzler seel. Sohn & Co
Germany
$4.44M +$2.26M +26,328 +106%

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.