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Fomento Económico Mexicano
FMX

217 hedge funds and large institutions have $7.39B invested in Fomento Económico Mexicano in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

2% more funds holding

Funds holding: 212 → 217 (+5)

0.04% less ownership

Funds ownership: 3.61% → 3.57% (-0.04%)

4% less capital invested

Capital invested by funds: $7.7B → $7.39B (-$315M)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

92% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $16.9M

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
22
Increased
71
Reduced
75
Closed
12
Calls
$1.4M
Puts
$16.9M
Net Calls
-$15.5M
Net Calls Change
-$472K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$67.1M
2
Capital World Investors
Capital World Investors
California
+$34.6M
3
VAM
Vontobel Asset Management
New York
+$15M
4
Citigroup
Citigroup
New York
+$12.5M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$12.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$43.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.9M
3
Fidelity International
Fidelity International
Bermuda
-$25.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$6.82M +$3.8M +38,125 +114%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$6.58M +$1.71M +17,194 +33%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$6.25M -$25.9M -260,058 -80%
LIC
79
Lodestar Investment Counsel
Illinois
$6.23M -$53.6K -538 -0.8%
BNP Paribas Asset Management
80
BNP Paribas Asset Management
France
$5.93M -$5.99M -60,162 -49%
Handelsbanken Fonder
81
Handelsbanken Fonder
Sweden
$5.91M – – –
CAM
82
ClariVest Asset Management
California
$5.54M +$279K +2,800 +5%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$5.53M -$1.57M -15,728 -21%
AQR Capital Management
84
AQR Capital Management
Connecticut
$5.42M +$473K +4,744 +9%
PPA
85
Parametric Portfolio Associates
Washington
$5.38M +$1.3M +13,020 +30%
MWNA
86
Marshall Wace North America
New York
$5.19M +$5.38M +54,057 New
NMIMC
87
Northwestern Mutual Investment Management Company
Wisconsin
$5.11M +$249K +2,500 +5%
Comerica Bank
88
Comerica Bank
Texas
$4.99M -$254K -2,545 -4%
NIPH
89
NN Investment Partners Holdings
Netherlands
$4.78M – – –
BEAM
90
Baker Ellis Asset Management
Washington
$4.54M +$4.98K +50 +0.1%
CGH
91
Crossmark Global Holdings
Texas
$4.37M +$4.56M +45,737 New
BAM
92
Baring Asset Management
United Kingdom
$4.33M -$5.58M -56,048 -55%
ACM
93
Azimuth Capital Management
Michigan
$4.17M +$2.01M +20,200 +86%
CS
94
Credit Suisse
Switzerland
$3.8M +$2.63M +26,421 +198%
BIC
95
Beach Investment Counsel
Pennsylvania
$3.74M – – –
AG
96
Aperio Group
California
$3.54M +$282K +2,827 +8%
OA
97
Outfitter Advisors
Virginia
$3.04M -$33.4K -335 -1%
PA
98
Profund Advisors
Maryland
$2.98M +$920K +9,233 +42%
EOJOAM
99
E. Ohman J:or Asset Management
Sweden
$2.88M +$309K +3,100 +11%
SC
100
Saturna Capital
Washington
$2.87M – – –
2 3
4
5 6

FMX Hedge Fund Activity: Q3 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2017, worth a combined $7.39B — down 4.1% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMX positions and 12 closed out — a net gain of 10 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $67.1M. The largest seller was Invesco, cutting an estimated $43.1M.

  • 217 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2017, up from 212 in Q2 2017.
  • Funds reported $7.39B of Fomento Económico Mexicano stock for Q3 2017, down 4.1% quarter-over-quarter.
  • 22 funds opened new Fomento Económico Mexicano positions in Q3 2017 and 12 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2017 was Schroder Investment Management Group, an estimated $67.1M added.
  • The largest Fomento Económico Mexicano seller in Q3 2017 was Invesco, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2017.