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Fomento Económico Mexicano

215 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 3.64%3.65% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less capital invested

Capital invested by funds: $7.36B → $7.04B (-$324M)

2% less funds holding

Funds holding: 220215 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
5.79%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
19
Increased
76
Reduced
73
Closed
23
Calls
$4.31M
Puts
$1.62M
Net Calls
+$2.69M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$3.1M +$643K +6,931 +25%
SG Americas Securities
102
SG Americas Securities
New York
$2.96M +$1.4M +15,128 +84%
CAM
103
Cidel Asset Management
Ontario, Canada
$2.73M -$124K -1,335 -4%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$2.71M +$632K +6,815 +29%
SC
105
Saturna Capital
Washington
$2.67M
Legal & General Group
106
Legal & General Group
United Kingdom
$2.67M +$2.32M +25,000 +504%
CLM
107
ClearBridge LLC (Maryland)
Maryland
$2.52M +$92.7K +1,000 +4%
SIA
108
SeaBridge Investment Advisors
New Jersey
$2.42M +$69.6K +750 +3%
EAM
109
EULAV Asset Management
Florida
$2.26M
PL
110
Perpetual Ltd
Australia
$2.18M
WCM
111
Windward Capital Management
California
$2.11M -$43.2K -466 -2%
CS
112
Credit Suisse
Switzerland
$2.07M +$541K +5,835 +33%
NCMW
113
Northern Capital Management (Wisconsin)
Wisconsin
$2.03M -$84.4K -910 -4%
TMAM
114
Tokio Marine Asset Management
Japan
$2.02M +$1.9M +20,500 +932%
BEAM
115
Baker Ellis Asset Management
Washington
$2M -$39.4K -425 -2%
Massachusetts Financial Services
116
Massachusetts Financial Services
Massachusetts
$1.93M -$127K -1,373 -6%
ACM
117
Azimuth Capital Management
Michigan
$1.92M +$116K +1,250 +6%
SCM
118
Stevens Capital Management
Pennsylvania
$1.68M +$1.75M +18,901 New
TYCC
119
Texas Yale Capital Corp
Florida
$1.59M -$23.2K -250 -1%
Sumitomo Mitsui Trust Group
120
Sumitomo Mitsui Trust Group
Japan
$1.49M -$167K -1,800 -10%
MCM
121
McKinley Capital Management
Alaska
$1.32M +$13.4K +145 +1%
EGA
122
Emerging Global Advisors
New York
$1.3M +$51.7K +558 +4%
ANTB
123
AMG National Trust Bank
Colorado
$1.13M -$50.8K -548 -4%
RFS
124
Rockefeller Financial Services
New York
$1.13M
US Bancorp
125
US Bancorp
Minnesota
$1.06M -$21.2K -229 -2%

FMX Hedge Fund Activity: Q2 2015 in Review

215 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2015, worth a combined $7.04B — down 4.4% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 76 added.

The largest buyer was William Blair & Company, opening a new position worth an estimated $55M. The largest seller was Aberdeen Asset Management, cutting an estimated $89.1M.

  • 215 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q2 2015 and 23 closed out, a net change of -4 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2015 was William Blair & Company, an estimated $55M added.
  • The largest Fomento Económico Mexicano seller in Q2 2015 was Aberdeen Asset Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q2 2015.