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Fomento Económico Mexicano

231 hedge funds and large institutions have $6.5B invested in Fomento Económico Mexicano in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $11.4M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

3% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.12% less ownership

Funds ownership: 3.41%3.29% (-0.12%)

0% less funds holding

Funds holding: 232231 (-1)

6% less capital invested

Capital invested by funds: $6.93B → $6.5B (-$427M)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
27
Increased
78
Reduced
76
Closed
26
Calls
$44.3M
Puts
$11.4M
Net Calls
+$32.9M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
151
Freedom Investment Management
Connecticut
$414K -$29.2K -312 -6%
IHL
152
Investment House LLC
California
$414K
AIM
153
Allen Investment Management
New York
$411K
JMH
154
J.M. Hartwell
New York
$402K
PAM
155
Paradigm Asset Management
New York
$379K
HSBC Holdings
156
HSBC Holdings
United Kingdom
$374K -$318K -3,397 -45%
AAM
157
Advisors Asset Management
Colorado
$325K +$257K +2,739 +348%
TYCC
158
Texas Yale Capital Corp
Florida
$323K
HC
159
Henshaw Capital
Massachusetts
$320K
Legal & General Group
160
Legal & General Group
United Kingdom
$308K
YMRC
161
Yorktown Management & Research Company
Virginia
$293K
Stifel Financial
162
Stifel Financial
Missouri
$274K -$20K -213 -7%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$273K +$57.3K +611 +26%
First Trust Advisors
164
First Trust Advisors
Illinois
$267K -$32K -342 -10%
QT
165
Quantbot Technologies
New York
$259K +$265K +2,833 New
DCP
166
DSM Capital Partners
Florida
$250K -$9.71M -103,565 -97%
HCA
167
Harbour Capital Advisors
Virginia
$238K +$244K +2,600 New
Daiwa Securities Group
168
Daiwa Securities Group
Japan
$201K -$9.37K -100 -4%
HS
169
HighVista Strategies
Massachusetts
$201K +$206K +2,200 New
RFC
170
Regions Financial Corp
Alabama
$182K -$4.4K -47 -2%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$179K +$21.4K +228 +13%
PGA
172
Premia Global Advisors
Florida
$173K
TRCT
173
Tower Research Capital (TRC)
New York
$136K +$139K +1,486 New
S
174
SignatureFD
Georgia
$133K +$136K +1,450 New
VEA
175
Virtus ETF Advisers
New York
$104K +$26.3K +281 +33%

FMX Hedge Fund Activity: Q1 2018 in Review

231 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2018, worth a combined $6.5B — down 6.2% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 26 closed out — a net gain of 1 holder — while 78 added to existing stakes and 76 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $75.8M. The largest seller was Vontobel Asset Management, cutting an estimated $171M.

  • 231 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2018, down from 232 in Q4 2017.
  • Funds reported $6.5B of Fomento Económico Mexicano stock for Q1 2018, down 6.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q1 2018 and 26 closed out, a net change of +1 holder.
  • The largest Fomento Económico Mexicano buyer in Q1 2018 was OppenheimerFunds, an estimated $75.8M added.
  • The largest Fomento Económico Mexicano seller in Q1 2018 was Vontobel Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2018.