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Fomento Económico Mexicano
FMX

257 hedge funds and large institutions have $6.52B invested in Fomento Económico Mexicano in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 3.36% → 3.3% (-0.06%)

6% less funds holding

Funds holding: 272 → 257 (-15)

7% less capital invested

Capital invested by funds: $7B → $6.52B (-$482M)

18% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $2.1M

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

30% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 105

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

Holders
257
Holders Change
-15
Holders Change %
-5.51%
% of All Funds
5.64%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
25
Increased
73
Reduced
105
Closed
39
Calls
$1.71M
Puts
$2.1M
Net Calls
-$384K
Net Calls Change
-$1.22M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$166M
2
BCIM
Black Creek Investment Management
Ontario, Canada
+$69.3M
3
LCM
Lomas Capital Management
New York
+$55.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.4M
5
Wells Fargo
Wells Fargo
California
+$19.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$79.1M
2
SGA
Sustainable Growth Advisers
Connecticut
-$58M
3
Goldman Sachs
Goldman Sachs
New York
-$48M
4
Fidelity International
Fidelity International
Bermuda
-$38.5M
5
GQG Partners
GQG Partners
Florida
-$26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$1.21M +$1.22M +13,223 New
CI
127
Conning Inc
Connecticut
$1.2M – – –
NC
128
Northcape Capital
Australia
$1.13M -$54.4K -590 -5%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$1.08M +$662K +7,178 +155%
BAM
130
Blueshift Asset Management
New Jersey
$1.05M -$699K -7,582 -40%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$1.04M +$1.05M +11,376 New
CP
132
Cumberland Partners
Ontario, Canada
$1.01M +$369K +4,000 +57%
FA
133
FDx Advisors
Illinois
$976K +$116K +1,262 +13%
CT
134
Cambridge Trust
Massachusetts
$958K -$39.7K -430 -4%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$928K -$51.7K -561 -5%
Truist Financial
136
Truist Financial
North Carolina
$919K +$148K +1,606 +19%
PP
137
Paloma Partners
Connecticut
$813K +$818K +8,874 New
Bank of New York Mellon
138
Bank of New York Mellon
New York
$764K +$30.4K +330 +4%
ADBIC
139
A.D. Beadell Investment Counsel
Wisconsin
$758K – – –
HSBC Holdings
140
HSBC Holdings
United Kingdom
$751K +$397K +4,301 +110%
ARTA
141
A.R.T. Advisors
New York
$748K -$489K -5,300 -39%
BC
142
Brinker Capital
Pennsylvania
$723K +$46.6K +505 +7%
ANI
143
American National Insurance
Texas
$655K – – –
ACM
144
Advisors Capital Management
New Jersey
$650K +$28.7K +311 +5%
IG
145
ING Group
Netherlands
$623K – – –
MNBTD
146
Moody National Bank Trust Division
Texas
$593K – – –
JMH
147
J.M. Hartwell
New York
$504K -$37.5K -407 -7%
ECM
148
ETrade Capital Management
Virginia
$493K +$49.6K +538 +11%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$488K +$10.3K +112 +2%
M&T Bank
150
M&T Bank
New York
$434K +$1.66K +18 +0.4%
4 5
6
7 8

FMX Hedge Fund Activity: Q3 2019 in Review

257 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2019, worth a combined $6.52B — down 6.9% from $7B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FMX and 25 opened new positions — a net loss of 14 holders — while 105 trimmed existing stakes and 73 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $166M. The largest seller was Capital World Investors, cutting an estimated $79.1M.

  • 257 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2019, down from 272 in Q2 2019.
  • Funds reported $6.52B of Fomento Económico Mexicano stock for Q3 2019, down 6.9% quarter-over-quarter.
  • 25 funds opened new Fomento Económico Mexicano positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $166M added.
  • The largest Fomento Económico Mexicano seller in Q3 2019 was Capital World Investors, an estimated $79.1M sold.

Based on aggregated 13F filings for Q3 2019.