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Fomento Económico Mexicano
FMX

217 hedge funds and large institutions have $7.39B invested in Fomento Económico Mexicano in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

2% more funds holding

Funds holding: 212 → 217 (+5)

0.04% less ownership

Funds ownership: 3.61% → 3.57% (-0.04%)

4% less capital invested

Capital invested by funds: $7.7B → $7.39B (-$315M)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

92% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $16.9M

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
22
Increased
71
Reduced
75
Closed
12
Calls
$1.4M
Puts
$16.9M
Net Calls
-$15.5M
Net Calls Change
-$472K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$67.1M
2
Capital World Investors
Capital World Investors
California
+$34.6M
3
VAM
Vontobel Asset Management
New York
+$15M
4
Citigroup
Citigroup
New York
+$12.5M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$12.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$43.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.9M
3
Fidelity International
Fidelity International
Bermuda
-$25.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$1.16M +$82.9K +832 +7%
SFFS
127
Stonehage Fleming Financial Services
Jersey
$1.03M – – –
ECM
128
ETrade Capital Management
Virginia
$1.03M -$38.6K -388 -3%
BC
129
Brinker Capital
Pennsylvania
$988K -$20.6K -207 -2%
Allianz Asset Management
130
Allianz Asset Management
Germany
$926K -$183K -1,835 -16%
MCM
131
McKinley Capital Management
Alaska
$923K -$47.9K -481 -5%
CT
132
Cambridge Trust
Massachusetts
$888K -$44K -442 -5%
OAM
133
Oppenheimer Asset Management
New York
$878K -$17.6K -177 -2%
SG Americas Securities
134
SG Americas Securities
New York
$824K -$316K -3,171 -27%
ADBIC
135
A.D. Beadell Investment Counsel
Wisconsin
$796K – – –
FIM
136
Freedom Investment Management
Connecticut
$785K +$272K +2,728 +50%
AIA
137
Avalon Investment & Advisory
Texas
$699K +$21.2K +213 +3%
Verition Fund Management
138
Verition Fund Management
Connecticut
$698K +$727K +7,303 New
M&T Bank
139
M&T Bank
New York
$689K +$315K +3,163 +78%
ANI
140
American National Insurance
Texas
$683K – – –
RFS
141
Rockefeller Financial Services
New York
$674K -$33.5K -336 -5%
FA
142
FDx Advisors
Illinois
$670K +$223K +2,235 +47%
MSU
143
Mizuho Securities USA
New York
$659K -$448K -4,500 -39%
Bessemer Group
144
Bessemer Group
New Jersey
$633K – – –
IHL
145
Investment House LLC
California
$589K – – –
WTC
146
WhitTier Trust Company
Nevada
$509K – – –
NC
147
Northcape Capital
Australia
$481K +$124K +1,240 +33%
CIBC Asset Management
148
CIBC Asset Management
Ontario, Canada
$430K -$126K -1,260 -22%
AIM
149
Allen Investment Management
New York
$430K – – –
PAM
150
Paradigm Asset Management
New York
$396K +$199K +2,000 +93%
4 5
6
7 8

FMX Hedge Fund Activity: Q3 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2017, worth a combined $7.39B — down 4.1% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMX positions and 12 closed out — a net gain of 10 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $67.1M. The largest seller was Invesco, cutting an estimated $43.1M.

  • 217 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2017, up from 212 in Q2 2017.
  • Funds reported $7.39B of Fomento Económico Mexicano stock for Q3 2017, down 4.1% quarter-over-quarter.
  • 22 funds opened new Fomento Económico Mexicano positions in Q3 2017 and 12 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2017 was Schroder Investment Management Group, an estimated $67.1M added.
  • The largest Fomento Económico Mexicano seller in Q3 2017 was Invesco, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2017.