We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
76
Thomas White International
Illinois
$4.42M +$29.6K +344 +0.7%
Mackenzie Financial
77
Mackenzie Financial
Ontario, Canada
$4.23M +$240K +2,796 +6%
OAM
78
Oppenheimer Asset Management
New York
$3.94M -$62.8K -730 -2%
MAMU
79
Marathon Asset Management (UK)
United Kingdom
$3.92M -$66.2M -770,245 -94%
Massachusetts Financial Services
80
Massachusetts Financial Services
Massachusetts
$3.79M +$1.01M +11,754 +37%
BEAM
81
Baker Ellis Asset Management
Washington
$3.73M +$104K +1,213 +3%
APG Asset Management
82
APG Asset Management
Netherlands
$3.24M +$1.09M +12,697 +41%
Truist Financial
83
Truist Financial
North Carolina
$2.95M -$22.5K -262 -0.8%
Assenagon Asset Management
84
Assenagon Asset Management
Luxembourg
$2.93M +$1.32M +15,306 +83%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$2.88M -$37.8K -440 -1%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$2.84M +$333K +3,875 +13%
ODCM
87
Old Dominion Capital Management
Virginia
$2.83M -$10.7K -125 -0.4%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$2.53M -$75K -872 -3%
DAM
89
Deltec Asset Management
New York
$2.47M -$903K -10,500 -27%
NMIMC
90
Northwestern Mutual Investment Management Company
Wisconsin
$2.36M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
91
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.34M +$825K +9,593 +55%
CGH
92
Crossmark Global Holdings
Texas
$2.28M +$42K +488 +2%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.28M +$1M +11,678 +80%
AQR Capital Management
94
AQR Capital Management
Connecticut
$2.19M +$307K +3,573 +16%
PGA
95
Portland Global Advisors
Maine
$2.17M +$5.16K +60 +0.2%
State Street
96
State Street
Massachusetts
$2.01M -$9.39M -109,217 -83%
JMPWA
97
JP Morgan Private Wealth Advisors
California
$1.99M +$44.7K +520 +2%
GRQ
98
Gardner Russo & Quinn
Pennsylvania
$1.86M -$125K -1,450 -6%
AI
99
Atria Investments
North Carolina
$1.84M +$97.9K +1,139 +6%
BCI
100
Brinker Capital Investments
Pennsylvania
$1.75M

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.