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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$1.7M +$39.4K +458 +2%
GC
102
Guggenheim Capital
Illinois
$1.69M +$22.5K +262 +1%
KeyBank National Association
103
KeyBank National Association
Ohio
$1.65M -$7.83K -91 -0.5%
MIS
104
Morningstar Investment Services
Illinois
$1.6M +$173K +2,015 +12%
BIC
105
Beach Investment Counsel
Pennsylvania
$1.5M
CC
106
Clearline Capital
New York
$1.47M -$550K -6,402 -27%
Mariner
107
Mariner
Kansas
$1.46M +$56.8K +661 +4%
Squarepoint
108
Squarepoint
New York
$1.46M +$1.44M +16,797 New
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$1.44M +$1.43M +16,613 New
SEC
110
Seven Eight Capital
New York
$1.42M +$662K +7,700 +89%
BFM
111
Boothbay Fund Management
New York
$1.38M +$705K +8,200 +106%
F
112
F3Logic
Minnesota
$1.29M +$75.1K +873 +6%
TJHA
113
Thomas J. Herzfeld Advisors
Florida
$1.27M
American Century Companies
114
American Century Companies
Missouri
$1.25M +$459K +5,338 +59%
MFS
115
Mirabella Financial Services
United Kingdom
$1.24M +$1.22M +14,242 New
Barclays
116
Barclays
United Kingdom
$1.22M +$995K +11,575 +469%
MWNA
117
Marshall Wace North America
New York
$1.17M +$174K +2,019 +18%
UBS Group
118
UBS Group
Switzerland
$1.08M -$199K -2,315 -16%
Citadel Advisors
119
Citadel Advisors
Florida
$1.07M +$1.07M +12,401 New
Jane Street
120
Jane Street
New York
$913K -$3.35M -38,928 -79%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$896K +$26.7K +311 +3%
FTDI
122
First Trust Direct Indexing
Massachusetts
$879K +$6.11K +71 +0.7%
FA
123
FDx Advisors
Illinois
$807K +$62.1K +722 +8%
PA
124
Profund Advisors
Maryland
$777K -$358K -4,168 -32%
SF
125
Synovus Financial
Georgia
$771K -$2.42M -28,201 -76%

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.