We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

238 hedge funds and large institutions have $7.06B invested in Fomento Económico Mexicano in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.38M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $6.32B → $7.06B (+$743M)

3% more funds holding

Funds holding: 230238 (+8)

0.02% less ownership

Funds ownership: 3.33%3.3% (-0.02%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

18% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 82

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
32
Increased
67
Reduced
82
Closed
22
Calls
$17.6M
Puts
$3.38M
Net Calls
+$14.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$2.91M -$471K -4,889 -14%
PI
102
PEAK6 Investments
Illinois
$2.68M +$2.6M +27,036 New
ACM
103
Azimuth Capital Management
Michigan
$2.54M +$9.15K +95 +0.4%
DZ Bank
104
DZ Bank
Germany
$2.38M
GQG Partners
105
GQG Partners
Florida
$2.28M -$26.8M -277,875 -92%
ZAM
106
Zevin Asset Management
Massachusetts
$2.14M +$141K +1,465 +7%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$2.1M -$920K -9,553 -31%
AIA
108
Avalon Investment & Advisory
Texas
$1.97M +$919K +9,544 +92%
H
109
Hexavest
Quebec, Canada
$1.89M +$1.34M +13,907 +269%
GC
110
Guggenheim Capital
Illinois
$1.82M -$432K -4,485 -20%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M +$5.79M +60,118 +54%
PA
112
Profund Advisors
Maryland
$1.67M -$459K -4,768 -22%
US Bancorp
113
US Bancorp
Minnesota
$1.64M +$66.5K +691 +4%
NCMW
114
Northern Capital Management (Wisconsin)
Wisconsin
$1.64M -$41.4K -430 -3%
Flossbach Von Storch
115
Flossbach Von Storch
Germany
$1.49M
TJHA
116
Thomas J. Herzfeld Advisors
Florida
$1.47M +$3.27K +34 +0.2%
NCM
117
Newfoundland Capital Management
Brazil
$1.32M -$260K -2,700 -17%
Sumitomo Mitsui Trust Group
118
Sumitomo Mitsui Trust Group
Japan
$1.3M +$40K +415 +3%
CI
119
Conning Inc
Connecticut
$1.3M +$453K +4,700 +56%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$1.23M -$324K -3,367 -21%
NC
121
Northcape Capital
Australia
$1.11M -$25.5K -265 -2%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$1.02M -$86.2K -895 -8%
CP
123
Cumberland Partners
Ontario, Canada
$990K
CT
124
Cambridge Trust
Massachusetts
$902K -$14.5K -151 -2%
FM
125
Forward Management
California
$888K -$303K -3,145 -26%

FMX Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2018, worth a combined $7.06B — up 12% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMX positions and 22 closed out — a net gain of 10 holders — while 67 added to existing stakes and 82 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $217M. The largest seller was Aberdeen Group, cutting an estimated $218M.

  • 238 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2018, up from 230 in Q2 2018.
  • Funds reported $7.06B of Fomento Económico Mexicano stock for Q3 2018, up 12% quarter-over-quarter.
  • 32 funds opened new Fomento Económico Mexicano positions in Q3 2018 and 22 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2018 was Schroder Investment Management Group, an estimated $217M added.
  • The largest Fomento Económico Mexicano seller in Q3 2018 was Aberdeen Group, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2018.