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Fomento Económico Mexicano

238 hedge funds and large institutions have $7.06B invested in Fomento Económico Mexicano in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.38M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $6.32B → $7.06B (+$743M)

3% more funds holding

Funds holding: 230238 (+8)

0.02% less ownership

Funds ownership: 3.33%3.3% (-0.02%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

18% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 82

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
32
Increased
67
Reduced
82
Closed
22
Calls
$17.6M
Puts
$3.38M
Net Calls
+$14.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
LIC
76
Lodestar Investment Counsel
Illinois
$6.2M -$36.1K -375 -0.6%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$6.05M +$1.19M +12,312 +25%
OAC
78
OMERS Administration Corp
Ontario, Canada
$5.65M -$1.3M -13,500 -19%
ICP
79
Indus Capital Partners
New York
$5.42M +$5.27M +54,709 New
DRZID
80
DePrince Race & Zollo Inc (DRZ)
Florida
$5.37M +$614K +6,380 +13%
AG
81
Aperio Group
California
$5.18M +$1.18M +12,271 +31%
NIPH
82
NN Investment Partners Holdings
Netherlands
$4.95M -$1.2M -12,500 -20%
BEAM
83
Baker Ellis Asset Management
Washington
$4.47M -$221K -2,295 -5%
JFL
84
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.3M -$26.3M -273,423 -84%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$4.23M +$3.74M +38,826 +997%
B
86
BP
United Kingdom
$4.1M +$154K +1,600 +4%
GA
87
GFS Advisors
Texas
$4.08M -$9.67M -100,400 -71%
EOJOAM
88
E. Ohman J:or Asset Management
Sweden
$4.08M +$125K +1,300 +3%
NP
89
NS Partners
United Kingdom
$4.06M +$86.7K +900 +2%
MWNA
90
Marshall Wace North America
New York
$4.04M +$3.51M +36,432 +825%
BAPIM
91
British Airways Pensions Investment Management
United Kingdom
$3.98M -$416K -4,317 -10%
BIC
92
Beach Investment Counsel
Pennsylvania
$3.87M
PAM
93
Panagora Asset Management
Massachusetts
$3.84M -$451K -4,685 -11%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$3.67M +$107K +1,111 +3%
NMIMC
95
Northwestern Mutual Investment Management Company
Wisconsin
$3.6M -$38.5K -400 -1%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$3.43M -$581K -6,031 -15%
CGH
97
Crossmark Global Holdings
Texas
$3.27M -$120K -1,249 -4%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$3.06M -$75.1K -780 -2%
ODCM
99
Old Dominion Capital Management
Virginia
$3.06M +$2.97M +30,885 New
SC
100
Saturna Capital
Washington
$2.97M

FMX Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2018, worth a combined $7.06B — up 12% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMX positions and 22 closed out — a net gain of 10 holders — while 67 added to existing stakes and 82 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $217M. The largest seller was Aberdeen Group, cutting an estimated $218M.

  • 238 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2018, up from 230 in Q2 2018.
  • Funds reported $7.06B of Fomento Económico Mexicano stock for Q3 2018, up 12% quarter-over-quarter.
  • 32 funds opened new Fomento Económico Mexicano positions in Q3 2018 and 22 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2018 was Schroder Investment Management Group, an estimated $217M added.
  • The largest Fomento Económico Mexicano seller in Q3 2018 was Aberdeen Group, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2018.