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Fomento Económico Mexicano
FMX

241 hedge funds and large institutions have $5.18B invested in Fomento Económico Mexicano in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.56M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 241 → 241 (0)

0.08% less ownership

Funds ownership: 3.29% → 3.22% (-0.08%)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

14% less capital invested

Capital invested by funds: $6B → $5.18B (-$818M)

Holders
241
Holders Change
–
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
44
Increased
78
Reduced
81
Closed
39
Calls
$11.5M
Puts
$6.56M
Net Calls
+$4.97M
Net Calls Change
+$5.23M

Top Buyers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$81.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$66.2M
3
N
Nuveen
North Carolina
+$44.3M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$39.1M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$36.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$307M
2
Invesco
Invesco
Georgia
-$194M
3
OAG
Orbis Allan Gray
Bermuda
-$85.5M
4
VAM
Vontobel Asset Management
New York
-$65.6M
5
BIP
Brandes Investment Partners
California
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$11.4M – – –
Federated Hermes
52
Federated Hermes
Pennsylvania
$11.3M -$204K -2,604 -2%
PPA
53
Parametric Portfolio Associates
Washington
$10.8M +$340K +4,343 +3%
CCM
54
Coerente Capital Management
Ontario, Canada
$10.1M -$428K -5,465 -4%
NCM
55
Newfoundland Capital Management
Brazil
$10.1M -$688K -8,789 -6%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$10M +$43.6K +556 +0.4%
Bank of America
57
Bank of America
North Carolina
$9.46M -$9M -114,875 -49%
Marshall Wace
58
Marshall Wace
United Kingdom
$9.14M +$9.22M +117,672 New
GI
59
GAMCO Investors
Connecticut
$8.58M -$556K -7,100 -6%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$8.29M +$5.71M +72,928 +216%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$8.29M -$605K -7,726 -7%
CGC
62
Continental Grain Company
New York
$8.2M +$8.26M +105,500 New
B
63
Barings
North Carolina
$7.42M -$1.83M -23,402 -20%
PG
64
Pendal Group
Australia
$7.11M +$7.16M +91,439 New
SGA
65
Sustainable Growth Advisers
Connecticut
$6.76M -$31.3K -400 -0.5%
DRZID
66
DePrince Race & Zollo Inc (DRZ)
Florida
$6.28M +$869K +11,100 +16%
Norges Bank
67
Norges Bank
Norway
$6.24M +$6.29M +80,339 New
PIM
68
Perpetual Investment Management
Australia
$6.21M +$444K +5,671 +8%
NC
69
Northcape Capital
Australia
$5.98M +$1.79M +22,837 +42%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$5.71M +$4.46M +56,921 +343%
OCAM
71
Onex Canada Asset Management
Ontario, Canada
$5.66M -$1.41M -18,000 -20%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$5.42M -$14.5K -185 -0.3%
JFL
73
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.29M -$56K -715 -1%
ICP
74
Indus Capital Partners
New York
$5.17M -$1.41M -18,063 -21%
AQR Capital Management
75
AQR Capital Management
Connecticut
$5.05M +$3.12M +39,781 +157%
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3
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FMX Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2021, worth a combined $5.18B — down 14% from $6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 39 closed out — a net gain of 5 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $81.6M. The largest seller was Wells Fargo, cutting an estimated $307M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $5.18B of Fomento Económico Mexicano stock for Q4 2021, down 14% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2021 and 39 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2021 was Itau Unibanco Holding S.A., an estimated $81.6M added.
  • The largest Fomento Económico Mexicano seller in Q4 2021 was Wells Fargo, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2021.