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Fomento Económico Mexicano

229 hedge funds and large institutions have $7.12B invested in Fomento Económico Mexicano in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $910K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

7% more funds holding

Funds holding: 215229 (+14)

1% more capital invested

Capital invested by funds: $7.04B → $7.12B (+$83.6M)

0.49% more ownership

Funds ownership: 3.65%4.14% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
6.39%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
78
Reduced
81
Closed
12
Calls
$4.93M
Puts
$910K
Net Calls
+$4.02M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
126
Fiera Capital (Canada)
Quebec, Canada
$1.48M +$7.91K +89 +0.5%
Sumitomo Mitsui Trust Group
127
Sumitomo Mitsui Trust Group
Japan
$1.45M -$44.5K -500 -3%
EGA
128
Emerging Global Advisors
New York
$1.45M +$147K +1,649 +11%
MCM
129
McKinley Capital Management
Alaska
$1.36M +$31.3K +352 +2%
NP
130
NS Partners
United Kingdom
$1.23M +$881K +9,903 +259%
SFP
131
Santa Fe Partners
New Mexico
$1.21M +$1.2M +13,488 New
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$1.18M +$164K +1,846 +16%
ANTB
133
AMG National Trust Bank
Colorado
$1.13M +$5.07K +57 +0.5%
AAM
134
Advisors Asset Management
Colorado
$1.12M +$99.7K +1,121 +10%
SFFS
135
Stonehage Fleming Financial Services
Jersey
$1.1M -$6.46M -72,687 -85%
NCCM
136
Nine Chapters Capital Management
New Jersey
$1.1M +$845K +9,500 +339%
TJHA
137
Thomas J. Herzfeld Advisors
Florida
$1.07M +$88.9K +1,000 +9%
Jane Street
138
Jane Street
New York
$1.04M +$1.04M +11,691 New
WAM
139
World Asset Management
Michigan
$1M +$80.4K +904 +9%
H
140
Hexavest
Quebec, Canada
$991K
US Bancorp
141
US Bancorp
Minnesota
$984K -$81.4K -915 -8%
PI
142
Putnam Investments
Massachusetts
$979K +$975K +10,966 New
Barclays
143
Barclays
United Kingdom
$965K +$828K +9,314 +608%
IHL
144
Investment House LLC
California
$909K -$87.1K -980 -9%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$886K -$55.3K -622 -6%
PGA
146
Portland Global Advisors
Maine
$856K +$478K +5,380 +128%
EDRH
147
Edmond de Rothschild Holding
Switzerland
$846K +$88.9K +1,000 +12%
EDRAMF
148
Edmond de Rothschild Asset Management (France)
France
$815K +$88.9K +1,000 +12%
ECM
149
ETrade Capital Management
Virginia
$783K -$34.6K -389 -4%
UOC
150
UBS O'Connor
Illinois
$781K -$2.51M -28,185 -76%

FMX Hedge Fund Activity: Q3 2015 in Review

229 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2015, worth a combined $7.12B — up 1.2% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 12 closed out — a net gain of 15 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $831M. The largest seller was Aberdeen Asset Management, cutting an estimated $220M.

  • 229 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2015, up from 215 in Q2 2015.
  • Funds reported $7.12B of Fomento Económico Mexicano stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q3 2015 and 12 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2015 was OppenheimerFunds, an estimated $831M added.
  • The largest Fomento Económico Mexicano seller in Q3 2015 was Aberdeen Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2015.