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Fomento Económico Mexicano

215 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 3.64%3.65% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less capital invested

Capital invested by funds: $7.36B → $7.04B (-$324M)

2% less funds holding

Funds holding: 220215 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
5.79%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
19
Increased
76
Reduced
73
Closed
23
Calls
$4.31M
Puts
$1.62M
Net Calls
+$2.69M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$1.01M +$677K +7,304 +179%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$1.01M +$58.8K +634 +6%
IHL
128
Investment House LLC
California
$995K -$13.9K -150 -1%
H
129
Hexavest
Quebec, Canada
$989K +$937K +10,102 +1,010%
TJHA
130
Thomas J. Herzfeld Advisors
Florida
$980K
Bank of New York Mellon
131
Bank of New York Mellon
New York
$940K -$58.3K -629 -6%
WAM
132
World Asset Management
Michigan
$917K -$62.3K -672 -6%
ECM
133
ETrade Capital Management
Virginia
$816K +$7.79K +84 +0.9%
AssetMark Inc
134
AssetMark Inc
California
$803K +$35.9K +387 +4%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$760K -$216K -2,332 -21%
EDRH
136
Edmond de Rothschild Holding
Switzerland
$756K +$786K +8,480 New
CIBC World Market
137
CIBC World Market
Ontario, Canada
$739K
EDRAMF
138
Edmond de Rothschild Asset Management (France)
France
$724K +$754K +8,130 New
MIS
139
Morningstar Investment Services
Illinois
$721K -$94.2K -1,016 -11%
FIM
140
Freedom Investment Management
Connecticut
$716K +$75.4K +813 +11%
CNB
141
City National Bank
California
$707K -$215K -2,316 -23%
BCM
142
Brown Capital Management
Maryland
$663K +$213K +2,300 +45%
PA
143
Profund Advisors
Maryland
$650K -$122K -1,320 -15%
ANI
144
American National Insurance
Texas
$637K
GA
145
Geneva Advisors
Illinois
$635K -$17K -183 -3%
WTC
146
WhitTier Trust Company
Nevada
$602K -$46.4K -500 -7%
SI
147
Scout Investments
Missouri
$570K -$9.27K -100 -2%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$536K -$391K -4,220 -41%
BMO
149
Beck Mack & Oliver
New York
$445K
CT
150
Cambridge Trust
Massachusetts
$436K +$15.4K +166 +4%

FMX Hedge Fund Activity: Q2 2015 in Review

215 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2015, worth a combined $7.04B — down 4.4% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 76 added.

The largest buyer was William Blair & Company, opening a new position worth an estimated $55M. The largest seller was Aberdeen Asset Management, cutting an estimated $89.1M.

  • 215 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q2 2015 and 23 closed out, a net change of -4 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2015 was William Blair & Company, an estimated $55M added.
  • The largest Fomento Económico Mexicano seller in Q2 2015 was Aberdeen Asset Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q2 2015.