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Fomento Económico Mexicano
FMX

215 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 3.64% → 3.65% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

4% less capital invested

Capital invested by funds: $7.36B → $7.04B (-$324M)

2% less funds holding

Funds holding: 220 → 215 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
5.79%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
19
Increased
76
Reduced
73
Closed
23
Calls
$4.31M
Puts
$1.62M
Net Calls
+$2.69M
Net Calls Change
-$1.41M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$55M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.6M
3
TIM
Thornburg Investment Management
New Mexico
+$28.8M
4
VAM
Vontobel Asset Management
New York
+$26.5M
5
AI
Axiom Investors
Connecticut
+$17.2M

Top Sellers

1
AAM
Aberdeen Asset Management
United Kingdom
-$89.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$47.6M
3
IG
ING Group
Netherlands
-$26.2M
4
DCM
Driehaus Capital Management
Illinois
-$23.6M
5
Norges Bank
Norges Bank
Norway
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
151
Asset Management One
Japan
$403K – – –
AIM
152
Allen Investment Management
New York
$401K – – –
PGA
153
Portland Global Advisors
Maine
$376K +$391K +4,215 New
M&T Bank
154
M&T Bank
New York
$345K -$93 -1 -0%
NP
155
NS Partners
United Kingdom
$341K +$355K +3,823 New
PTA
156
Pear Tree Advisors
Massachusetts
$332K +$194K +2,089 +127%
GH
157
GAM Holding
Switzerland
$321K -$27.8K -300 -8%
Capital Fund Management (CFM)
158
Capital Fund Management (CFM)
France
$315K +$328K +3,539 New
Axa
159
Axa
France
$304K – – –
CLOS
160
Compagnie Lombard Odier SCmA
Switzerland
$284K – – –
Ninety One (UK)
161
Ninety One (UK)
United Kingdom
$276K +$287K +3,100 New
PC
162
Pecaut & Co
Iowa
$275K – – –
DAM
163
Deltec Asset Management
New York
$267K – – –
LOT
164
Lombard Odier Transatlantic
Quebec, Canada
$266K – – –
NCCM
165
Nine Chapters Capital Management
New Jersey
$249K -$464K -5,000 -64%
MPA
166
Marvin & Palmer Associates
Delaware
$241K – – –
YMRC
167
Yorktown Management & Research Company
Virginia
$241K – – –
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$234K +$20K +216 +9%
Daiwa Securities Group
169
Daiwa Securities Group
Japan
$227K – – –
Citigroup
170
Citigroup
New York
$227K +$6.4K +69 +3%
MSU
171
Maple Securities USA
New Jersey
$226K +$235K +2,536 New
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$223K -$5.75K -62 -2%
NIT
173
NumerixS Investment Technologies
British Columbia, Canada
$223K +$232K +2,500 New
IIA
174
IPG Investment Advisors
California
$223K – – –
GA
175
GFS Advisors
Texas
$205K – – –
5 6
7
8 9

FMX Hedge Fund Activity: Q2 2015 in Review

215 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2015, worth a combined $7.04B — down 4.4% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 76 added.

The largest buyer was William Blair & Company, opening a new position worth an estimated $55M. The largest seller was Aberdeen Asset Management, cutting an estimated $89.1M.

  • 215 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q2 2015 and 23 closed out, a net change of -4 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2015 was William Blair & Company, an estimated $55M added.
  • The largest Fomento Económico Mexicano seller in Q2 2015 was Aberdeen Asset Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q2 2015.