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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.01B → $7.43B (+$425M)

0.22% more ownership

Funds ownership: 3.5%3.72% (+0.22%)

3% less funds holding

Funds holding: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

40% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $42.6M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCE
76
Fiera Capital (Europe)
Cayman Islands
$8.78M +$1M +10,905 +13%
State Street
77
State Street
Massachusetts
$8.77M -$82.5K -895 -0.9%
OCAM
78
Onex Canada Asset Management
Ontario, Canada
$8.74M +$8.95M +97,100 New
Handelsbanken Fonder
79
Handelsbanken Fonder
Sweden
$8.22M
CCM
80
Causeway Capital Management
California
$8.17M -$7.41M -80,400 -48%
Millennium Management
81
Millennium Management
New York
$7.29M -$21.5M -233,807 -75%
Allianz Asset Management
82
Allianz Asset Management
Germany
$6.58M +$297K +3,222 +5%
LIC
83
Lodestar Investment Counsel
Illinois
$6.58M -$169K -1,834 -2%
UBS Group
84
UBS Group
Switzerland
$6.49M -$292K -3,173 -4%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$6.47M +$1.37M +14,900 +27%
PPA
86
Parametric Portfolio Associates
Washington
$6.22M -$19.9M -216,394 -76%
BAPIM
87
British Airways Pensions Investment Management
United Kingdom
$6.08M
CS
88
Credit Suisse
Switzerland
$6.03M +$5.14M +55,766 +572%
NMIMC
89
Northwestern Mutual Investment Management Company
Wisconsin
$5.52M +$276K +3,000 +5%
Bessemer Group
90
Bessemer Group
New Jersey
$5.34M +$20.6K +223 +0.4%
GC
91
Guggenheim Capital
Illinois
$5.09M +$146K +1,585 +3%
CAM
92
ClariVest Asset Management
California
$4.79M -$1.06M -11,500 -18%
NIPH
93
NN Investment Partners Holdings
Netherlands
$4.6M -$302K -3,282 -6%
AG
94
Aperio Group
California
$4.59M -$442K -4,791 -9%
Nordea Investment Management
95
Nordea Investment Management
Sweden
$4.55M -$1.02M -11,051 -18%
PAM
96
Panagora Asset Management
Massachusetts
$4.52M -$1.91M -20,774 -30%
CGH
97
Crossmark Global Holdings
Texas
$4.37M +$4.22M +45,737 New
LFDLE
98
La Financiere de L'Echiquier
France
$4.14M +$1.66M +18,000 +67%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$3.96M +$3.97M +43,070 New
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$3.79M +$97.2K +1,055 +3%

FMX Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
  • Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
  • The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2016.