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Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
101
Portland Global Advisors
Maine
$1.81M +$34.4K +515 +2%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$1.78M +$285K +4,264 +22%
AQR Capital Management
103
AQR Capital Management
Connecticut
$1.75M -$141K -2,115 -8%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$1.63M +$28.6K +428 +2%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$1.51M +$290K +4,336 +28%
KeyBank National Association
106
KeyBank National Association
Ohio
$1.48M -$51.1K -764 -4%
QC
107
Quadrature Capital
United Kingdom
$1.39M +$874K +13,069 +246%
BIC
108
Beach Investment Counsel
Pennsylvania
$1.31M -$33.8K -505 -3%
TJHA
109
Thomas J. Herzfeld Advisors
Florida
$1.11M +$977K +14,610 New
Comerica Bank
110
Comerica Bank
Texas
$1.08M +$10.6K +158 +1%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M -$52.8K -789 -5%
ACI
112
AMP Capital Investors
Australia
$1.06M -$80.3K -1,200 -8%
GC
113
Guggenheim Capital
Illinois
$1.05M -$536K -8,015 -37%
PA
114
Profund Advisors
Maryland
$1.01M +$33.8K +505 +4%
IWC
115
Integrated Wealth Concepts
Massachusetts
$982K +$90.4K +1,351 +12%
UBS Group
116
UBS Group
Switzerland
$970K +$200K +2,992 +31%
QIM
117
Quantitative Investment Management
Virginia
$929K -$256K -3,820 -24%
Mariner
118
Mariner
Kansas
$903K +$71.2K +1,064 +10%
BCI
119
Brinker Capital Investments
Pennsylvania
$774K -$198K -2,962 -22%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$759K +$67 +1 +0%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$743K +$66.9K +1,000 +11%
PAM
122
Panagora Asset Management
Massachusetts
$726K -$488K -7,296 -43%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$694K -$6.65M -99,408 -92%
Sumitomo Mitsui Trust Group
124
Sumitomo Mitsui Trust Group
Japan
$679K -$376K -5,620 -39%
DI
125
DUMAC Inc
North Carolina
$667K +$589K +8,800 New

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.