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Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
76
APG Asset Management
Netherlands
$3.62M -$194K -2,900 -5%
JFL
77
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.58M +$458K +6,844 +17%
Flossbach Von Storch
78
Flossbach Von Storch
Germany
$3.41M +$502K +7,500 +20%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$3.37M +$356K +5,324 +14%
OAM
80
Oppenheimer Asset Management
New York
$3.18M -$195K -2,911 -6%
GRQ
81
Gardner Russo & Quinn
Pennsylvania
$3.08M -$514K -7,691 -16%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$3.02M +$1.64M +24,545 +161%
BEAM
83
Baker Ellis Asset Management
Washington
$2.98M +$95K +1,420 +4%
NC
84
Northcape Capital
Australia
$2.95M +$1.02M +15,309 +65%
DRZID
85
DePrince Race & Zollo Inc (DRZ)
Florida
$2.94M +$2.6M +38,800 New
Acadian Asset Management
86
Acadian Asset Management
Massachusetts
$2.88M -$1.96M -29,244 -43%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$2.87M -$4.52M -67,516 -64%
Marshall Wace
88
Marshall Wace
United Kingdom
$2.59M -$687K -10,265 -23%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$2.54M +$101K +1,506 +5%
ODCM
90
Old Dominion Capital Management
Virginia
$2.5M -$20.9K -312 -0.9%
Assenagon Asset Management
91
Assenagon Asset Management
Luxembourg
$2.5M +$367K +5,489 +20%
Massachusetts Financial Services
92
Massachusetts Financial Services
Massachusetts
$2.46M -$30.2K -451 -1%
SF
93
Synovus Financial
Georgia
$2.41M -$118K -1,765 -5%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$2.36M -$7.69K -115 -0.4%
CC
95
Clearline Capital
New York
$2.2M -$2.6M -38,824 -57%
Truist Financial
96
Truist Financial
North Carolina
$2.14M +$14.8K +222 +0.8%
CGH
97
Crossmark Global Holdings
Texas
$2.1M -$208K -3,116 -10%
NMIMC
98
Northwestern Mutual Investment Management Company
Wisconsin
$2.06M
DAM
99
Deltec Asset Management
New York
$2.02M +$1.78M +26,600 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.87M +$29.9K +447 +2%

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.