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Fomento Económico Mexicano

247 hedge funds and large institutions have $7.47B invested in Fomento Económico Mexicano in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $5.19M | Put options by funds: $811K

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

8% more funds holding

Funds holding: 229247 (+18)

5% more capital invested

Capital invested by funds: $7.12B → $7.47B (+$350M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.48% less ownership

Funds ownership: 4.14%3.66% (-0.48%)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
6.48%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
36
Increased
73
Reduced
84
Closed
16
Calls
$5.19M
Puts
$811K
Net Calls
+$4.38M
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
BAPIM
101
British Airways Pensions Investment Management
United Kingdom
$4.07M
Nordea Investment Management
102
Nordea Investment Management
Sweden
$3.92M +$108K +1,127 +3%
BIC
103
Beach Investment Counsel
Pennsylvania
$3.91M
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$3.79M +$3.94M +41,000 New
Jane Street
105
Jane Street
New York
$3.5M +$2.52M +26,188 +224%
Bessemer Group
106
Bessemer Group
New Jersey
$3.2M
OA
107
Outfitter Advisors
Virginia
$3.15M +$7.69K +80 +0.2%
WCM
108
Windward Capital Management
California
$3.06M +$831K +8,649 +35%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$2.96M -$1.6M -16,700 -34%
NIP
110
Nicholas Investment Partners
California
$2.81M -$477K -4,965 -14%
SC
111
Saturna Capital
Washington
$2.77M
CBOA
112
Commonwealth Bank of Australia
Australia
$2.66M -$782K -8,137 -22%
TG
113
TCW Group
California
$2.42M -$1.04M -10,800 -29%
SIA
114
SeaBridge Investment Advisors
New Jersey
$2.41M +$42.9K +447 +2%
PL
115
Perpetual Ltd
Australia
$2.37M
EAM
116
EULAV Asset Management
Florida
$2.35M
BEAM
117
Baker Ellis Asset Management
Washington
$2.26M +$43.2K +450 +2%
GA
118
Geneva Advisors
Illinois
$2.09M +$1.58M +16,480 +266%
NCMW
119
Northern Capital Management (Wisconsin)
Wisconsin
$2.02M -$68.7K -715 -3%
Federated Hermes
120
Federated Hermes
Pennsylvania
$1.89M +$1.84M +19,200 +1,477%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$1.8M +$609K +6,340 +48%
CLM
122
ClearBridge LLC (Maryland)
Maryland
$1.72M +$14.4K +150 +0.8%
Comerica Bank
123
Comerica Bank
Texas
$1.7M -$3.65K -38 -0.2%
CAM
124
Cidel Asset Management
Ontario, Canada
$1.68M -$1.04M -10,829 -37%
DC
125
Deere & Company
Illinois
$1.65M -$140K -1,456 -8%

FMX Hedge Fund Activity: Q4 2015 in Review

247 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2015, worth a combined $7.47B — up 4.9% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FMX positions and 16 closed out — a net gain of 20 holders — while 73 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity International, adding an estimated $157M. The largest seller was OppenheimerFunds, cutting an estimated $942M.

  • 247 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2015, up from 229 in Q3 2015.
  • Funds reported $7.47B of Fomento Económico Mexicano stock for Q4 2015, up 4.9% quarter-over-quarter.
  • 36 funds opened new Fomento Económico Mexicano positions in Q4 2015 and 16 closed out, a net change of +20 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2015 was Fidelity International, an estimated $157M added.
  • The largest Fomento Económico Mexicano seller in Q4 2015 was OppenheimerFunds, an estimated $942M sold.

Based on aggregated 13F filings for Q4 2015.