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Fomento Económico Mexicano

239 hedge funds and large institutions have $6.02B invested in Fomento Económico Mexicano in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 69

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $5.5B → $6.02B (+$515M)

3% more funds holding

Funds holding: 231239 (+8)

0.07% less ownership

Funds ownership: 3.38%3.31% (-0.07%)

33% less call options, than puts

Call options by funds: $8.32M | Put options by funds: $12.4M

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
4.16%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
29
Increased
88
Reduced
69
Closed
19
Calls
$8.32M
Puts
$12.4M
Net Calls
-$4.1M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
151
Eaton Vance Management
Massachusetts
$340K +$329K +4,020 New
OBGC
152
O'Brien Greene & Co
Pennsylvania
$334K +$67.2K +820 +26%
ECM
153
ExodusPoint Capital Management
New York
$325K +$315K +3,851 New
MGWM
154
Marks Group Wealth Management
Minnesota
$315K +$11.6K +142 +4%
TPCW
155
TD Private Client Wealth
New York
$314K
OWA
156
One Wealth Advisors
California
$305K +$30.7K +375 +12%
EI
157
Ethic Inc
New York
$298K +$289K +3,523 New
PAM
158
Panagora Asset Management
Massachusetts
$297K -$496K -6,060 -63%
CS
159
Candriam SCA
Luxembourg
$294K
Prudential Financial
160
Prudential Financial
New Jersey
$290K +$19.4K +237 +7%
MML Investors Services
161
MML Investors Services
Massachusetts
$288K +$27.6K +337 +11%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$285K -$183K -2,230 -40%
CIM
163
Confluence Investment Management
Missouri
$281K -$9.09K -111 -3%
PCM
164
Prelude Capital Management
New York
$270K -$98.3K -1,200 -27%
HC
165
Henshaw Capital
Massachusetts
$256K +$1.64K +20 +0.7%
BL
166
Balentine LLC
Georgia
$251K +$18.7K +228 +8%
VPIM
167
Vanguard Personalized Indexing Management
California
$238K -$8.11K -99 -3%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$238K +$35.1K +428 +18%
RA
169
RFG Advisory
Alabama
$221K +$214K +2,610 New
WTC
170
WhitTier Trust Company
Nevada
$220K
CG
171
Colony Group
Massachusetts
$211K +$205K +2,497 New
Barclays
172
Barclays
United Kingdom
$209K +$202K +2,468 New
Legal & General Group
173
Legal & General Group
United Kingdom
$208K
HighTower Advisors
174
HighTower Advisors
Illinois
$202K +$197K +2,400 New
S
175
SignatureFD
Georgia
$199K +$46.5K +568 +32%