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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$770K +$63.6K +740 +9%
DI
127
DUMAC Inc
North Carolina
$763K
ACI
128
AMP Capital Investors
Australia
$757K -$85.3K -992 -10%
OC
129
Oppenheimer & Co
New York
$720K
RFC
130
Regions Financial Corp
Alabama
$711K +$96.6K +1,124 +16%
Sumitomo Mitsui Trust Group
131
Sumitomo Mitsui Trust Group
Japan
$625K -$47.3K -550 -7%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$616K +$8.6K +100 +1%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$571K -$2.28M -26,499 -80%
PCM
134
Prelude Capital Management
New York
$564K +$284K +3,306 +103%
ANI
135
American National Insurance
Texas
$562K
MNBTD
136
Moody National Bank Trust Division
Texas
$562K
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$547K +$28.9K +336 +6%
Comerica Bank
138
Comerica Bank
Texas
$545K -$747K -8,682 -57%
Acadian Asset Management
139
Acadian Asset Management
Massachusetts
$542K +$473K +5,504 +734%
Osaic Holdings
140
Osaic Holdings
Arizona
$513K -$5.16K -60 -1%
P
141
Pitcairn
Pennsylvania
$498K +$1.46K +17 +0.3%
AP
142
Advisor Partners
California
$475K +$10.9K +127 +2%
MWA
143
Marshall Wace Asia
Hong Kong
$457K -$260K -3,028 -37%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$452K -$70K -814 -14%
CAM
145
Cresset Asset Management
Illinois
$440K +$34.5K +401 +9%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$438K +$53.1K +617 +14%
YWP
147
YorkBridge Wealth Partners
New York
$436K +$34K +395 +9%
MGWM
148
Marks Group Wealth Management
Minnesota
$412K +$90.1K +1,048 +28%
Stifel Financial
149
Stifel Financial
Missouri
$399K +$8.68K +101 +2%
AIM
150
Allen Investment Management
New York
$390K

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.