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Fomento Económico Mexicano

230 hedge funds and large institutions have $6.32B invested in Fomento Económico Mexicano in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $13M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

0.04% more ownership

Funds ownership: 3.29%3.33% (+0.04%)

0% less funds holding

Funds holding: 231230 (-1)

3% less capital invested

Capital invested by funds: $6.5B → $6.32B (-$184M)

Holders
230
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.27%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
24
Increased
84
Reduced
78
Closed
22
Calls
$25.2M
Puts
$13M
Net Calls
+$12.2M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
76
Massachusetts Financial Services
Massachusetts
$6.32M +$1.32M +14,924 +26%
AG
77
Ashmore Group
United Kingdom
$6.21M +$2.69M +30,502 +76%
OAC
78
OMERS Administration Corp
Ontario, Canada
$6.2M +$4.59M +52,000 +280%
RAM
79
RWC Asset Management
United Kingdom
$5.93M +$5.97M +67,577 New
LIC
80
Lodestar Investment Counsel
Illinois
$5.53M -$53K -600 -0.9%
NIPH
81
NN Investment Partners Holdings
Netherlands
$5.49M +$662K +7,500 +14%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$4.28M +$867K +9,816 +25%
DRZID
83
DePrince Race & Zollo Inc (DRZ)
Florida
$4.21M +$2.23M +25,270 +112%
BEAM
84
Baker Ellis Asset Management
Washington
$4.16M +$41.5K +470 +1%
BAPIM
85
British Airways Pensions Investment Management
United Kingdom
$3.91M -$2.32M -26,252 -37%
PAM
86
Panagora Asset Management
Massachusetts
$3.82M -$4.19M -47,468 -52%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$3.57M +$892K +10,099 +33%
AG
88
Aperio Group
California
$3.52M -$1.9M -21,568 -35%
NP
89
NS Partners
United Kingdom
$3.52M -$751K -8,500 -17%
EOJOAM
90
E. Ohman J:or Asset Management
Sweden
$3.5M +$150K +1,700 +4%
B
91
BP
United Kingdom
$3.5M -$653K -7,400 -16%
BIC
92
Beach Investment Counsel
Pennsylvania
$3.43M
NMIMC
93
Northwestern Mutual Investment Management Company
Wisconsin
$3.23M
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$3.16M +$87.7K +993 +3%
UBS Group
95
UBS Group
Switzerland
$3.01M -$4.02M -45,486 -57%
CGH
96
Crossmark Global Holdings
Texas
$3.01M -$442K -5,011 -13%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$2.78M +$182K +2,060 +7%
OA
98
Outfitter Advisors
Virginia
$2.71M -$53K -600 -2%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$2.7M -$188K -2,133 -6%
SC
100
Saturna Capital
Washington
$2.63M

FMX Hedge Fund Activity: Q2 2018 in Review

230 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2018, worth a combined $6.32B — down 2.8% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FMX positions and 22 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $68.6M. The largest seller was Aberdeen Group, cutting an estimated $116M.

  • 230 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2018, down from 231 in Q1 2018.
  • Funds reported $6.32B of Fomento Económico Mexicano stock for Q2 2018, down 2.8% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q2 2018 and 22 closed out, a net change of +2 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2018 was Royal Bank of Canada, an estimated $68.6M added.
  • The largest Fomento Económico Mexicano seller in Q2 2018 was Aberdeen Group, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2018.