We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

224 hedge funds and large institutions have $7.05B invested in Fomento Económico Mexicano in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $6.83M

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

2% more funds holding

Funds holding: 220224 (+4)

0.05% less ownership

Funds ownership: 3.54%3.49% (-0.05%)

1% less capital invested

Capital invested by funds: $7.12B → $7.05B (-$72.2M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

25% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 81

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
6.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
26
Increased
61
Reduced
81
Closed
20
Calls
$11.4M
Puts
$6.83M
Net Calls
+$4.58M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FCE
76
Fiera Capital (Europe)
Cayman Islands
$6.38M -$3.52M -37,073 -35%
ZAM
77
Zevin Asset Management
Massachusetts
$6.1M +$6.18M +65,155 New
IUAM
78
Itau USA Asset Management
New York
$5.77M -$6.51M -68,571 -53%
JMFC
79
J.M. Forbes & Co
Massachusetts
$5.23M +$25.6K +270 +0.5%
FM
80
Forward Management
California
$5.19M +$1.33M +13,974 +34%
PAM
81
Panagora Asset Management
Massachusetts
$4.39M -$130K -1,373 -3%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$4.38M -$602K -6,348 -12%
BIC
83
Beach Investment Counsel
Pennsylvania
$4.07M
NFA
84
Nationwide Fund Advisors
Ohio
$4.07M -$123K -1,292 -3%
FWCM
85
Ferguson Wellman Capital Management
Oregon
$4.04M +$137K +1,445 +3%
CAM
86
Capstone Asset Management
Texas
$3.8M +$234K +2,470 +6%
CBOA
87
Commonwealth Bank of Australia
Australia
$3.56M -$21.8M -229,682 -86%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$3.56M +$3.08M +32,484 +589%
GC
89
Guggenheim Capital
Illinois
$3.48M +$1.11M +11,697 +46%
OA
90
Outfitter Advisors
Virginia
$3.38M -$8.54K -90 -0.2%
VKH
91
Virtu KCG Holdings
New York
$3.15M -$819K -8,630 -20%
CLM
92
ClearBridge LLC (Maryland)
Maryland
$3.06M
Acadian Asset Management
93
Acadian Asset Management
Massachusetts
$2.96M +$385K +4,056 +15%
SIA
94
SeaBridge Investment Advisors
New Jersey
$2.87M -$29.4K -310 -1%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$2.84M -$368K -3,876 -11%
SC
96
Saturna Capital
Washington
$2.81M
Vanguard Group
97
Vanguard Group
Pennsylvania
$2.73M +$2.77M +29,197 New
Fisher Asset Management
98
Fisher Asset Management
Washington
$2.51M -$718K -7,570 -22%
EAM
99
EULAV Asset Management
Florida
$2.38M
RFS
100
Rockefeller Financial Services
New York
$2.3M -$722K -7,610 -24%

FMX Hedge Fund Activity: Q2 2014 in Review

224 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2014, worth a combined $7.05B — down 1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FMX positions and 20 closed out — a net gain of 6 holders — while 61 added to existing stakes and 81 trimmed.

The largest buyer was Norges Bank, adding an estimated $124M. The largest seller was Aberdeen Asset Management, cutting an estimated $106M.

  • 224 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2014, up from 220 in Q1 2014.
  • Funds reported $7.05B of Fomento Económico Mexicano stock for Q2 2014, down 1% quarter-over-quarter.
  • 26 funds opened new Fomento Económico Mexicano positions in Q2 2014 and 20 closed out, a net change of +6 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2014 was Norges Bank, an estimated $124M added.
  • The largest Fomento Económico Mexicano seller in Q2 2014 was Aberdeen Asset Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2014.