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Fomento Económico Mexicano

262 hedge funds and large institutions have $6.9B invested in Fomento Económico Mexicano in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $6.09B → $6.9B (+$813M)

10% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 79

5% more funds holding

Funds holding: 250262 (+12)

0.07% more ownership

Funds ownership: 3.4%3.47% (+0.07%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

36% less call options, than puts

Call options by funds: $3.57M | Put options by funds: $5.56M

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
41
Increased
87
Reduced
79
Closed
26
Calls
$3.57M
Puts
$5.56M
Net Calls
-$1.99M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
LIC
76
Lodestar Investment Counsel
Illinois
$5.66M -$57K -625 -1%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$5.57M -$1.23M -13,500 -18%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$5.49M +$4.77M +52,262 +727%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$5.37M +$643K +7,043 +14%
AQR Capital Management
80
AQR Capital Management
Connecticut
$5.14M -$735K -8,058 -13%
DRZID
81
DePrince Race & Zollo Inc (DRZ)
Florida
$4.7M -$656K -7,190 -12%
B
82
BP
United Kingdom
$4.63M -$192K -2,100 -4%
NP
83
NS Partners
United Kingdom
$4.01M +$137K +1,500 +4%
BEAM
84
Baker Ellis Asset Management
Washington
$3.97M -$131K -1,435 -3%
JFL
85
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.92M -$528K -5,788 -12%
US Bancorp
86
US Bancorp
Minnesota
$3.76M +$324K +3,547 +10%
BIC
87
Beach Investment Counsel
Pennsylvania
$3.61M
HSBC Holdings
88
HSBC Holdings
United Kingdom
$3.54M -$148K -1,622 -4%
NMIMC
89
Northwestern Mutual Investment Management Company
Wisconsin
$3.36M
TD Asset Management
90
TD Asset Management
Ontario, Canada
$3.31M +$376K +4,118 +13%
Citigroup
91
Citigroup
New York
$3.25M -$565K -6,193 -15%
BAPIM
92
British Airways Pensions Investment Management
United Kingdom
$3.15M
ODCM
93
Old Dominion Capital Management
Virginia
$3.03M -$26.5K -290 -0.9%
PAM
94
Panagora Asset Management
Massachusetts
$2.93M -$5.4M -59,158 -65%
CGH
95
Crossmark Global Holdings
Texas
$2.91M +$45.4K +498 +2%
EDRH
96
Edmond de Rothschild Holding
Switzerland
$2.83M +$2.77M +30,360 +8,674%
SC
97
Saturna Capital
Washington
$2.77M
Norges Bank
98
Norges Bank
Norway
$2.76M -$5.33M -58,429 -66%
Capital Fund Management (CFM)
99
Capital Fund Management (CFM)
France
$2.69M +$2.66M +29,158 New
EOJOAM
100
E. Ohman J:or Asset Management
Sweden
$2.65M -$1.14M -12,500 -30%

FMX Hedge Fund Activity: Q1 2019 in Review

262 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2019, worth a combined $6.9B — up 13% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 26 closed out — a net gain of 15 holders — while 87 added to existing stakes and 79 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $197M. The largest seller was Vontobel Asset Management, cutting an estimated $65.8M.

  • 262 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.9B of Fomento Económico Mexicano stock for Q1 2019, up 13% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q1 2019 and 26 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2019 was Schroder Investment Management Group, an estimated $197M added.
  • The largest Fomento Económico Mexicano seller in Q1 2019 was Vontobel Asset Management, an estimated $65.8M sold.

Based on aggregated 13F filings for Q1 2019.