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Fomento Económico Mexicano

230 hedge funds and large institutions have $4.21B invested in Fomento Económico Mexicano in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $5.78M | Put options by funds: $2.21M

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

4% more capital invested

Capital invested by funds: $4.07B → $4.21B (+$142M)

0.03% more ownership

Funds ownership: 3.11%3.14% (+0.03%)

1% less funds holding

Funds holding: 232230 (-2)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
33
Increased
84
Reduced
75
Closed
34
Calls
$5.78M
Puts
$2.21M
Net Calls
+$3.57M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$2.74M -$336K -5,280 -11%
B
77
Barings
North Carolina
$2.74M
SP
78
Sarasin & Partners
United Kingdom
$2.71M -$21.1M -331,154 -88%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$2.67M -$328K -5,157 -11%
JFL
80
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.6M -$471K -7,401 -15%
SFI
81
Susquehanna Fundamental Investments
Pennsylvania
$2.5M +$2.57M +40,400 New
BEAM
82
Baker Ellis Asset Management
Washington
$2.37M +$159K +2,490 +7%
Flossbach Von Storch
83
Flossbach Von Storch
Germany
$2.33M +$95.5K +1,500 +4%
Massachusetts Financial Services
84
Massachusetts Financial Services
Massachusetts
$2.09M -$15M -235,784 -87%
PPFA
85
Provida Pension Fund Administrator
Chile
$2.08M +$241K +3,790 +13%
ODCM
86
Old Dominion Capital Management
Virginia
$2.05M +$101K +1,590 +5%
Assenagon Asset Management
87
Assenagon Asset Management
Luxembourg
$2M +$1.16M +18,252 +130%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$2M +$146K +2,288 +8%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$1.99M +$630K +9,894 +44%
ACM
90
Azimuth Capital Management
Michigan
$1.97M -$8.28K -130 -0.4%
CGH
91
Crossmark Global Holdings
Texas
$1.9M +$24.1K +379 +1%
SC
92
Saturna Capital
Washington
$1.83M -$31.8K -500 -2%
MWNA
93
Marshall Wace North America
New York
$1.82M +$333K +5,229 +22%
TWI
94
Thomas White International
Illinois
$1.72M -$24.8K -389 -1%
Truist Financial
95
Truist Financial
North Carolina
$1.7M +$687K +10,785 +65%
NMIMC
96
Northwestern Mutual Investment Management Company
Wisconsin
$1.69M
QC
97
Quadrature Capital
United Kingdom
$1.54M +$1.58M +24,854 New
DRZID
98
DePrince Race & Zollo Inc (DRZ)
Florida
$1.49M -$548K -8,600 -26%
PGA
99
Portland Global Advisors
Maine
$1.49M +$89.8K +1,410 +6%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$1.47M +$393K +6,175 +35%

FMX Hedge Fund Activity: Q2 2020 in Review

230 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2020, worth a combined $4.21B — up 3.5% from $4.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FMX and 33 opened new positions — a net loss of 1 holder — while 75 trimmed existing stakes and 84 added.

The largest buyer was First Eagle Investment Management, adding an estimated $156M. The largest seller was Vontobel Asset Management, cutting an estimated $137M.

  • 230 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2020, down from 232 in Q1 2020.
  • Funds reported $4.21B of Fomento Económico Mexicano stock for Q2 2020, up 3.5% quarter-over-quarter.
  • 33 funds opened new Fomento Económico Mexicano positions in Q2 2020 and 34 closed out, a net change of -1 holder.
  • The largest Fomento Económico Mexicano buyer in Q2 2020 was First Eagle Investment Management, an estimated $156M added.
  • The largest Fomento Económico Mexicano seller in Q2 2020 was Vontobel Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2020.