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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.01B → $7.43B (+$425M)

0.22% more ownership

Funds ownership: 3.5%3.72% (+0.22%)

3% less funds holding

Funds holding: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

40% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $42.6M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
126
Thompson Siegel & Walmsley
Virginia
$1.84M
GA
127
Geneva Advisors
Illinois
$1.84M -$140K -1,518 -7%
EOJOAM
128
E. Ohman J:or Asset Management
Sweden
$1.78M +$258K +2,800 +17%
PA
129
Profund Advisors
Maryland
$1.73M +$900K +9,770 +108%
BIT
130
BlackRock Institutional Trust
California
$1.68M +$798K +8,660 +91%
ZAM
131
Zevin Asset Management
Massachusetts
$1.49M +$163K +1,770 +12%
LOAMS
132
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.44M -$13.9M -150,400 -91%
MCM
133
McKinley Capital Management
Alaska
$1.42M -$66.1K -717 -4%
WAM
134
World Asset Management
Michigan
$1.33M +$99.4K +1,079 +8%
OC
135
Oppenheimer & Co
New York
$1.32M +$1.33M +14,400 New
Sumitomo Mitsui Trust Group
136
Sumitomo Mitsui Trust Group
Japan
$1.32M +$60.6K +658 +5%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$1.3M +$322K +3,491 +33%
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$1.3M -$5.59M -60,663 -81%
CLM
139
ClearBridge LLC (Maryland)
Maryland
$1.28M -$442K -4,800 -26%
PGA
140
Portland Global Advisors
Maine
$1.23M +$20.3K +220 +2%
Flossbach Von Storch
141
Flossbach Von Storch
Germany
$1.15M +$1.15M +12,500 New
SFFS
142
Stonehage Fleming Financial Services
Jersey
$1.14M
TYCC
143
Texas Yale Capital Corp
Florida
$1.13M
TJHA
144
Thomas J. Herzfeld Advisors
Florida
$1.11M +$10.1K +110 +0.9%
CAM
145
Cidel Asset Management
Ontario, Canada
$1.11M -$124K -1,349 -10%
Barclays
146
Barclays
United Kingdom
$1.06M +$574K +6,225 +117%
H
147
Hexavest
Quebec, Canada
$1.04M
AAM
148
Advisors Asset Management
Colorado
$1.04M -$51.8K -562 -5%
EAM
149
EULAV Asset Management
Florida
$1.03M -$1.31M -14,200 -56%
DRZID
150
DePrince Race & Zollo Inc (DRZ)
Florida
$931K -$102K -1,110 -10%

FMX Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
  • Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
  • The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2016.