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Fomento Económico Mexicano

229 hedge funds and large institutions have $7.12B invested in Fomento Económico Mexicano in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $910K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

7% more funds holding

Funds holding: 215229 (+14)

1% more capital invested

Capital invested by funds: $7.04B → $7.12B (+$83.6M)

0.49% more ownership

Funds ownership: 3.65%4.14% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
6.39%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
78
Reduced
81
Closed
12
Calls
$4.93M
Puts
$910K
Net Calls
+$4.02M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
LIC
76
Lodestar Investment Counsel
Illinois
$6.98M -$32.5K -365 -0.5%
IG
77
ING Group
Netherlands
$6.7M -$889K -10,000 -12%
ZAM
78
Zevin Asset Management
Massachusetts
$6.59M +$160K +1,805 +3%
ACI
79
AMP Capital Investors
Australia
$6.29M +$6.36M +71,553 New
NFA
80
Nationwide Fund Advisors
Ohio
$5.91M +$176K +1,976 +3%
CAM
81
ClariVest Asset Management
California
$5.71M +$1.36M +15,293 +31%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$5.54M -$19M -213,846 -78%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$5.17M +$533K +5,990 +12%
CAM
84
Capstone Asset Management
Texas
$5.01M +$282K +3,168 +6%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$5.01M +$2.29M +25,734 +85%
VF
86
Virtu Financial
New York
$4.92M +$4.9M +55,068 New
JMFC
87
J.M. Forbes & Co
Massachusetts
$4.75M -$13.2K -149 -0.3%
AG
88
Aperio Group
California
$4.59M +$1.13M +12,677 +33%
FM
89
Forward Management
California
$4.57M -$251K -2,818 -5%
AIA
90
AGF Investments America
Ontario, Canada
$4.44M -$334K -3,756 -7%
BNP Paribas Asset Management
91
BNP Paribas Asset Management
France
$4.35M -$658K -7,400 -13%
FCE
92
Fiera Capital (Europe)
Cayman Islands
$4.28M -$246K -2,766 -5%
BAPIM
93
British Airways Pensions Investment Management
United Kingdom
$3.93M -$1.72M -19,309 -30%
NONA
94
Ninety One North America
New York
$3.87M +$3.86M +43,399 New
BIC
95
Beach Investment Counsel
Pennsylvania
$3.78M
Nordea Investment Management
96
Nordea Investment Management
Sweden
$3.69M -$260K -2,929 -7%
GC
97
Guggenheim Capital
Illinois
$3.47M -$478K -5,371 -12%
TG
98
TCW Group
California
$3.31M +$67.6K +760 +2%
CBOA
99
Commonwealth Bank of Australia
Australia
$3.3M +$116K +1,300 +4%
PAM
100
Panagora Asset Management
Massachusetts
$3.28M -$21.3K -239 -0.6%

FMX Hedge Fund Activity: Q3 2015 in Review

229 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2015, worth a combined $7.12B — up 1.2% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 12 closed out — a net gain of 15 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $831M. The largest seller was Aberdeen Asset Management, cutting an estimated $220M.

  • 229 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2015, up from 215 in Q2 2015.
  • Funds reported $7.12B of Fomento Económico Mexicano stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q3 2015 and 12 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2015 was OppenheimerFunds, an estimated $831M added.
  • The largest Fomento Económico Mexicano seller in Q3 2015 was Aberdeen Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2015.