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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.01B → $7.43B (+$425M)

0.22% more ownership

Funds ownership: 3.5%3.72% (+0.22%)

3% less funds holding

Funds holding: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

40% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $42.6M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
101
PEAK6 Group
Illinois
$3.63M +$3.16M +34,302 +670%
BIC
102
Beach Investment Counsel
Pennsylvania
$3.61M
ACM
103
Azimuth Capital Management
Michigan
$3.52M -$815K -8,840 -19%
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$3.49M +$988K +10,725 +39%
CAM
105
Capstone Asset Management
Texas
$3.43M +$55.3K +600 +2%
Comerica Bank
106
Comerica Bank
Texas
$3.41M +$1.53M +16,620 +85%
FM
107
Forward Management
California
$3.35M -$65.9K -715 -2%
GP
108
GLG Partners
United Kingdom
$3.31M -$11.9M -129,662 -78%
DAM
109
Deltec Asset Management
New York
$3.15M +$569K +6,170 +22%
OA
110
Outfitter Advisors
Virginia
$3.12M -$4.61K -50 -0.1%
MNA
111
Manning & Napier Advisors
New York
$3.1M -$30.4K -330 -1%
PL
112
Perpetual Ltd
Australia
$3.06M +$694K +7,532 +29%
WCM
113
Windward Capital Management
California
$3.04M -$14.7K -160 -0.5%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$2.85M +$311K +3,380 +12%
SC
115
Saturna Capital
Washington
$2.76M
Legal & General Group
116
Legal & General Group
United Kingdom
$2.67M -$4.02M -43,620 -60%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$2.48M +$227K +2,462 +10%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$2.38M -$13.1K -142 -0.5%
BEAM
119
Baker Ellis Asset Management
Washington
$2.29M -$3.87K -42 -0.2%
Massachusetts Financial Services
120
Massachusetts Financial Services
Massachusetts
$2.21M +$56.9K +617 +3%
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$2.19M -$27.3K -296 -1%
WCM Investment Management
122
WCM Investment Management
California
$2M
NCMW
123
Northern Capital Management (Wisconsin)
Wisconsin
$1.96M -$18.4K -200 -0.9%
TMAM
124
Tokio Marine Asset Management
Japan
$1.93M +$157K +1,700 +9%
Federated Hermes
125
Federated Hermes
Pennsylvania
$1.86M

FMX Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
  • Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
  • The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2016.