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Fomento Económico Mexicano

262 hedge funds and large institutions have $6.9B invested in Fomento Económico Mexicano in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $6.09B → $6.9B (+$813M)

10% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 79

5% more funds holding

Funds holding: 250262 (+12)

0.07% more ownership

Funds ownership: 3.4%3.47% (+0.07%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

36% less call options, than puts

Call options by funds: $3.57M | Put options by funds: $5.56M

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
41
Increased
87
Reduced
79
Closed
26
Calls
$3.57M
Puts
$5.56M
Net Calls
-$1.99M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$2.51M -$771K -8,450 -24%
NIPH
102
NN Investment Partners Holdings
Netherlands
$2.44M -$684K -7,500 -22%
OAM
103
Oppenheimer Asset Management
New York
$2.43M -$112K -1,232 -4%
OAG
104
Orbis Allan Gray
Bermuda
$2.42M +$2.4M +26,276 New
UBS Group
105
UBS Group
Switzerland
$2.41M -$505K -5,537 -17%
ACM
106
Azimuth Capital Management
Michigan
$2.36M +$79.4K +870 +4%
AIA
107
Avalon Investment & Advisory
Texas
$2.08M +$457K +5,011 +29%
Barclays
108
Barclays
United Kingdom
$2.07M +$1.6M +17,495 +357%
Flossbach Von Storch
109
Flossbach Von Storch
Germany
$2.03M +$319K +3,500 +19%
ZAM
110
Zevin Asset Management
Massachusetts
$1.94M -$62.9K -690 -3%
QIM
111
Quantitative Investment Management
Virginia
$1.88M +$1.86M +20,400 New
PA
112
Profund Advisors
Maryland
$1.76M +$260K +2,852 +18%
GC
113
Guggenheim Capital
Illinois
$1.7M +$80.4K +881 +5%
PP
114
Prudential plc
United Kingdom
$1.69M +$708K +7,756 +74%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$1.64M +$33.4K +366 +2%
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$1.56M +$1.54M +16,881 New
CIBC Asset Management
117
CIBC Asset Management
Ontario, Canada
$1.55M +$1.17M +12,855 +325%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$1.47M +$1.45M +15,915 New
TJHA
119
Thomas J. Herzfeld Advisors
Florida
$1.39M +$8.48K +93 +0.6%
H
120
Hexavest
Quebec, Canada
$1.38M +$30.3K +332 +2%
Comerica Bank
121
Comerica Bank
Texas
$1.37M -$6.88M -75,437 -84%
William Blair Investment Management
122
William Blair Investment Management
Illinois
$1.36M -$1.07M -11,744 -44%
PGA
123
Portland Global Advisors
Maine
$1.32M +$225K +2,465 +21%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M +$876K +9,602 +7%
Sumitomo Mitsui Trust Group
125
Sumitomo Mitsui Trust Group
Japan
$1.31M +$211K +2,314 +20%

FMX Hedge Fund Activity: Q1 2019 in Review

262 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2019, worth a combined $6.9B — up 13% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 26 closed out — a net gain of 15 holders — while 87 added to existing stakes and 79 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $197M. The largest seller was Vontobel Asset Management, cutting an estimated $65.8M.

  • 262 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.9B of Fomento Económico Mexicano stock for Q1 2019, up 13% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q1 2019 and 26 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2019 was Schroder Investment Management Group, an estimated $197M added.
  • The largest Fomento Económico Mexicano seller in Q1 2019 was Vontobel Asset Management, an estimated $65.8M sold.

Based on aggregated 13F filings for Q1 2019.