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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.34B invested in Fomento Económico Mexicano in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $9.04M | Put options by funds: $4.47M

17% more capital invested

Capital invested by funds: $6.26B → $7.34B (+$1.08B)

0.04% more ownership

Funds ownership: 3.78%3.82% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

3% less funds holding

Funds holding: 234228 (-6)

Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
31
Increased
80
Reduced
83
Closed
32
Calls
$9.04M
Puts
$4.47M
Net Calls
+$4.57M
Net Calls Change
-$891K
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
126
Thomas J. Herzfeld Advisors
Florida
$1.29M +$204K +2,500 +21%
H
127
Hexavest
Quebec, Canada
$1.24M -$506K -6,207 -31%
WAM
128
World Asset Management
Michigan
$1.19M +$16K +196 +1%
FM
129
Forward Management
California
$1.16M -$191K -2,350 -15%
Acadian Asset Management
130
Acadian Asset Management
Massachusetts
$1.16M
SI
131
Scout Investments
Missouri
$1.15M -$151K -1,850 -12%
Sumitomo Mitsui Trust Group
132
Sumitomo Mitsui Trust Group
Japan
$1.15M -$57K -700 -5%
US Bancorp
133
US Bancorp
Minnesota
$1.11M +$45.3K +556 +5%
OC
134
Oppenheimer & Co
New York
$1.07M -$187K -2,300 -16%
Sands Capital Management
135
Sands Capital Management
Virginia
$1.07M +$982K +12,056 New
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M +$9.47M +116,319 New
ECM
137
ETrade Capital Management
Virginia
$1.02M +$95.4K +1,171 +11%
Barclays
138
Barclays
United Kingdom
$966K +$449K +5,517 +103%
MSU
139
Mizuho Securities USA
New York
$961K +$872K +10,700 New
SFFS
140
Stonehage Fleming Financial Services
Jersey
$958K -$18.8K -231 -2%
NP
141
NS Partners
United Kingdom
$949K +$33.8K +415 +4%
BC
142
Brinker Capital
Pennsylvania
$948K +$873K +10,714 New
Legal & General Group
143
Legal & General Group
United Kingdom
$936K +$635K +7,800 +282%
MCM
144
McKinley Capital Management
Alaska
$931K -$279K -3,424 -25%
TSW
145
Thompson Siegel & Walmsley
Virginia
$912K +$8.14K +100 +1%
RFCA
146
R&F Capital Advisors
New York
$902K +$368K +4,524 +80%
OAM
147
Oppenheimer Asset Management
New York
$823K +$757K +9,296 New
CT
148
Cambridge Trust
Massachusetts
$790K +$206K +2,532 +40%
Allianz Asset Management
149
Allianz Asset Management
Germany
$781K -$139K -1,703 -16%
CLOS
150
Compagnie Lombard Odier SCmA
Switzerland
$762K

FMX Hedge Fund Activity: Q1 2017 in Review

228 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2017, worth a combined $7.34B — up 17% from $6.26B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FMX and 31 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, opening a new position worth an estimated $109M. The largest seller was Vontobel Asset Management, cutting an estimated $92.7M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2017, down from 234 in Q4 2016.
  • Funds reported $7.34B of Fomento Económico Mexicano stock for Q1 2017, up 17% quarter-over-quarter.
  • 31 funds opened new Fomento Económico Mexicano positions in Q1 2017 and 32 closed out, a net change of -1 holder.
  • The largest Fomento Económico Mexicano buyer in Q1 2017 was BlackRock, an estimated $109M added.
  • The largest Fomento Económico Mexicano seller in Q1 2017 was Vontobel Asset Management, an estimated $92.7M sold.

Based on aggregated 13F filings for Q1 2017.