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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
151
O'Brien Greene & Co
Pennsylvania
$372K +$28.7K +334 +8%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$371K -$5.5K -64 -1%
SG Americas Securities
153
SG Americas Securities
New York
$370K -$45K -523 -11%
FRM
154
Fox Run Management
Connecticut
$364K +$361K +4,201 New
VC
155
Veracity Capital
Georgia
$362K -$1.38K -16 -0.4%
JF
156
Jump Financial
Illinois
$337K +$334K +3,886 New
PPFA
157
Provida Pension Fund Administrator
Chile
$331K +$326K +3,790 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$322K +$76.5K +890 +32%
TPCW
159
TD Private Client Wealth
New York
$322K -$344 -4 -0.1%
OWA
160
One Wealth Advisors
California
$312K -$258 -3 -0.1%
Prudential Financial
161
Prudential Financial
New Jersey
$307K +$8.17K +95 +3%
PAM
162
Panagora Asset Management
Massachusetts
$305K
MML Investors Services
163
MML Investors Services
Massachusetts
$305K +$10.1K +117 +3%
CIM
164
Confluence Investment Management
Missouri
$291K +$2.58K +30 +0.9%
EI
165
Ethic Inc
New York
$288K -$17.2K -200 -6%
QIM
166
Quantitative Investment Management
Virginia
$285K +$283K +3,287 New
CG
167
Colony Group
Massachusetts
$279K +$61.6K +716 +29%
VPIM
168
Vanguard Personalized Indexing Management
California
$268K +$24K +279 +10%
CS
169
Candriam SCA
Luxembourg
$259K -$43K -500 -14%
GA
170
GFS Advisors
Texas
$243K -$107K -1,250 -31%
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
$241K -$51.6K -600 -18%
BF
172
BOK Financial
Oklahoma
$240K +$238K +2,771 New
BL
173
Balentine LLC
Georgia
$235K -$21.5K -250 -8%
S
174
SignatureFD
Georgia
$232K +$28.1K +327 +14%
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
$230K +$228K +2,657 New

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.