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Fomento Económico Mexicano
FMX

267 hedge funds and large institutions have $6.45B invested in Fomento Económico Mexicano in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

4% more funds holding

Funds holding: 257 → 267 (+10)

4% more call options, than puts

Call options by funds: $765K | Put options by funds: $737K

0.14% less ownership

Funds ownership: 3.3% → 3.16% (-0.14%)

1% less capital invested

Capital invested by funds: $6.52B → $6.45B (-$74.1M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

25% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 102

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
5.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
40
Increased
77
Reduced
102
Closed
26
Calls
$765K
Puts
$737K
Net Calls
+$28K
Net Calls Change
+$412K

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$174M
2
CFM
Coronation Fund Managers
South Africa
+$59.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.7M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$28.5M
5
Bank of America
Bank of America
North Carolina
+$25.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$102M
2
Morgan Stanley
Morgan Stanley
New York
-$91.7M
3
GQG Partners
GQG Partners
Florida
-$85.6M
4
Invesco
Invesco
Georgia
-$85M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$81.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
76
Quantitative Investment Management
Virginia
$6.1M +$5.94M +64,582 New
BCWM
77
Bartlett & Co Wealth Management
Ohio
$5.6M -$91.9K -1,000 -2%
SGA
78
Sustainable Growth Advisers
Connecticut
$5.59M -$162K -1,758 -3%
NP
79
NS Partners
United Kingdom
$5.54M +$471K +5,127 +10%
AQR Capital Management
80
AQR Capital Management
Connecticut
$4.81M +$90.5K +985 +2%
JFL
81
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.74M +$517K +5,622 +13%
US Bancorp
82
US Bancorp
Minnesota
$4.63M -$44.5K -484 -1%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$4.55M +$966K +10,510 +28%
BEAM
84
Baker Ellis Asset Management
Washington
$3.65M -$196K -2,130 -5%
Flossbach Von Storch
85
Flossbach Von Storch
Germany
$3.4M +$644K +7,000 +24%
OAM
86
Oppenheimer Asset Management
New York
$3.21M -$185K -2,012 -6%
ODCM
87
Old Dominion Capital Management
Virginia
$2.89M – – –
SC
88
Saturna Capital
Washington
$2.83M – – –
ACM
89
Azimuth Capital Management
Michigan
$2.83M +$203K +2,210 +8%
OAC
90
OMERS Administration Corp
Ontario, Canada
$2.83M +$322K +3,500 +13%
SEC
91
Seven Eight Capital
New York
$2.83M +$598K +6,500 +28%
PPFA
92
Provida Pension Fund Administrator
Chile
$2.82M +$1.37M +14,929 +100%
ARTA
93
A.R.T. Advisors
New York
$2.7M +$1.88M +20,400 +250%
OAM
94
Oxford Asset Management
United Kingdom
$2.67M +$2.6M +28,278 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$2.63M -$49.9K -543 -2%
CGH
96
Crossmark Global Holdings
Texas
$2.6M -$48.7K -530 -2%
NMIMC
97
Northwestern Mutual Investment Management Company
Wisconsin
$2.35M – – –
TWI
98
Thomas White International
Illinois
$2.33M +$34.6K +376 +2%
SCM
99
Stevens Capital Management
Pennsylvania
$2.12M +$2.07M +22,473 New
B
100
BP
United Kingdom
$2.05M -$205K -2,229 -9%
2 3
4
5 6

FMX Hedge Fund Activity: Q4 2019 in Review

267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2019, worth a combined $6.45B — down 1.1% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FMX positions and 26 closed out — a net gain of 14 holders — while 77 added to existing stakes and 102 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $102M.

  • 267 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2019, up from 257 in Q3 2019.
  • Funds reported $6.45B of Fomento Económico Mexicano stock for Q4 2019, down 1.1% quarter-over-quarter.
  • 40 funds opened new Fomento Económico Mexicano positions in Q4 2019 and 26 closed out, a net change of +14 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2019 was Orbis Allan Gray, an estimated $174M added.
  • The largest Fomento Económico Mexicano seller in Q4 2019 was Janus Henderson Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2019.