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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
AP
151
Advisor Partners
California
$305K +$269K +4,026 New
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$290K -$7.63K -114 -3%
Osaic Holdings
153
Osaic Holdings
Arizona
$283K +$8.63K +129 +4%
TPCW
154
TD Private Client Wealth
New York
$279K -$23.1K -345 -9%
MGWM
155
Marks Group Wealth Management
Minnesota
$275K +$243K +3,633 New
FTDI
156
First Trust Direct Indexing
Massachusetts
$271K +$239K +3,580 New
CS
157
Candriam SCA
Luxembourg
$264K +$233K +3,484 New
CIM
158
Confluence Investment Management
Missouri
$248K +$219K +3,269 New
Stifel Financial
159
Stifel Financial
Missouri
$237K +$210K +3,133 New
HC
160
Henshaw Capital
Massachusetts
$228K +$202K +3,014 New
Brown Advisory
161
Brown Advisory
Maryland
$227K -$60K -897 -23%
MIS
162
Morningstar Investment Services
Illinois
$227K +$201K +2,998 New
Prudential Financial
163
Prudential Financial
New Jersey
$225K +$199K +2,968 New
OWA
164
One Wealth Advisors
California
$216K +$191K +2,852 New
YWP
165
YorkBridge Wealth Partners
New York
$215K +$189K +2,832 New
JF
166
Jump Financial
Illinois
$214K +$189K +2,827 New
BL
167
Balentine LLC
Georgia
$206K +$182K +2,717 New
F
168
F3Logic
Minnesota
$204K +$200K +2,983 New
BF
169
BOK Financial
Oklahoma
$203K +$179K +2,680 New
BDS
170
Banco de Sabadell
Florida
$202K
WTC
171
WhitTier Trust Company
Nevada
$197K
Legal & General Group
172
Legal & General Group
United Kingdom
$186K
SM
173
SG3 Management
Puerto Rico
$152K -$702K -10,500 -84%
QCG
174
Quadrant Capital Group
Ohio
$130K +$13.9K +208 +14%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$129K +$82.3K +1,231 +263%

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.