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Fomento Económico Mexicano

232 hedge funds and large institutions have $6.93B invested in Fomento Económico Mexicano in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.12M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more funds holding

Funds holding: 217232 (+15)

0.16% less ownership

Funds ownership: 3.57%3.41% (-0.16%)

6% less capital invested

Capital invested by funds: $7.39B → $6.93B (-$459M)

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
44
Increased
62
Reduced
84
Closed
27
Calls
$11.2M
Puts
$3.12M
Net Calls
+$8.12M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
151
Investment House LLC
California
$425K -$150K -1,640 -27%
AIM
152
Allen Investment Management
New York
$423K
RFS
153
Rockefeller Financial Services
New York
$415K -$241K -2,644 -37%
JMH
154
J.M. Hartwell
New York
$413K +$401K +4,400 New
PAM
155
Paradigm Asset Management
New York
$390K
DI
156
DUMAC Inc
North Carolina
$331K
TYCC
157
Texas Yale Capital Corp
Florida
$331K
HC
158
Henshaw Capital
Massachusetts
$329K -$5.57K -61 -2%
CLOS
159
Compagnie Lombard Odier SCmA
Switzerland
$320K -$18.2K -200 -6%
DTL
160
Dynamic Technology Lab
Singapore
$317K +$51.5K +564 +20%
Legal & General Group
161
Legal & General Group
United Kingdom
$316K
ERSOT
162
Employees Retirement System of Texas
Texas
$314K +$306K +3,349 New
UFF
163
USA Financial Formulas
Michigan
$311K +$302K +3,313 New
First Trust Advisors
164
First Trust Advisors
Illinois
$306K +$298K +3,261 New
Stifel Financial
165
Stifel Financial
Missouri
$300K -$2.1K -23 -0.7%
YMRC
166
Yorktown Management & Research Company
Virginia
$300K +$45.6K +500 +19%
Citadel Advisors
167
Citadel Advisors
Florida
$294K -$13.7K -150 -5%
LG
168
Leuthold Group
Minnesota
$253K +$246K +2,698 New
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$223K -$8.94K -98 -4%
Daiwa Securities Group
170
Daiwa Securities Group
Japan
$216K +$9.12K +100 +5%
Brown Advisory
171
Brown Advisory
Maryland
$210K
IG
172
ING Group
Netherlands
$202K
RFC
173
Regions Financial Corp
Alabama
$191K +$186K +2,035 New
PGA
174
Premia Global Advisors
Florida
$178K +$173K +1,896 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$162K +$6.02K +66 +4%

FMX Hedge Fund Activity: Q4 2017 in Review

232 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2017, worth a combined $6.93B — down 6.2% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 27 closed out — a net gain of 17 holders — while 62 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Schroder Investment Management Group, cutting an estimated $177M.

  • 232 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2017, up from 217 in Q3 2017.
  • Funds reported $6.93B of Fomento Económico Mexicano stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2017 and 27 closed out, a net change of +17 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2017 was JP Morgan Chase, an estimated $283M added.
  • The largest Fomento Económico Mexicano seller in Q4 2017 was Schroder Investment Management Group, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.