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Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
$630K -$134 -2 -0%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$624K -$563K -8,422 -51%
CIM
128
Contrarius Investment Management
Jersey
$581K -$1.39M -20,799 -73%
Simplex Trading
129
Simplex Trading
Illinois
$519K -$361K -5,398 -44%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$517K +$6.09K +91 +1%
IG
131
ING Group
Netherlands
$515K
Wolverine Trading
132
Wolverine Trading
Illinois
$500K +$168K +2,519 +62%
PPFA
133
Provida Pension Fund Administrator
Chile
$497K
ANI
134
American National Insurance
Texas
$491K
MNBTD
135
Moody National Bank Trust Division
Texas
$491K
PAM
136
Paradigm Asset Management
New York
$454K
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$450K -$156K -2,325 -28%
FA
138
FDx Advisors
Illinois
$448K -$38.5K -576 -9%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$414K +$65K +972 +22%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$407K +$12.4K +185 +4%
RRAM
141
River Road Asset Management
Kentucky
$398K +$352K +5,256 New
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$390K +$17.3K +258 +5%
American Century Companies
143
American Century Companies
Missouri
$365K +$322K +4,817 New
HSBC Holdings
144
HSBC Holdings
United Kingdom
$353K +$313K +4,684 New
CAM
145
Cresset Asset Management
Illinois
$344K +$29.6K +443 +11%
AIM
146
Allen Investment Management
New York
$341K
BBVA
147
Banco Bilbao Vizcaya Argentaria
Spain
$340K -$281K -4,200 -48%
RFC
148
Regions Financial Corp
Alabama
$337K +$13.9K +208 +5%
P
149
Pitcairn
Pennsylvania
$331K +$9.43K +141 +3%
GA
150
GFS Advisors
Texas
$307K

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.