Fomento Económico Mexicano
FMX
241 hedge funds and large institutions have $5.18B invested in Fomento Económico Mexicano in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 39 closing their positions.
76% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $6.56M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 39
0% more funds holding
Funds holding: 241 → 241 (0)
0.08% less ownership
Funds ownership: 3.29% → 3.22% (-0.08%)
4% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 81
14% less capital invested
Capital invested by funds: $6B → $5.18B (-$818M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$81.6M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$66.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$44.3M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$39.1M |
| 5 |
First Eagle Investment Management
New York
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$307M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$194M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$85.5M |
| 4 |
VAM
Vontobel Asset Management
New York
|
-$65.6M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$63.9M |
FMX Hedge Fund Activity: Q4 2021 in Review
241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2021, worth a combined $5.18B — down 14% from $6B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new FMX positions and 39 closed out — a net gain of 5 holders — while 78 added to existing stakes and 81 trimmed.
The largest buyer was Itau Unibanco Holding S.A., adding an estimated $81.6M. The largest seller was Wells Fargo, cutting an estimated $307M.
- 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $5.18B of Fomento Económico Mexicano stock for Q4 2021, down 14% quarter-over-quarter.
- 44 funds opened new Fomento Económico Mexicano positions in Q4 2021 and 39 closed out, a net change of +5 holders.
- The largest Fomento Económico Mexicano buyer in Q4 2021 was Itau Unibanco Holding S.A., an estimated $81.6M added.
- The largest Fomento Económico Mexicano seller in Q4 2021 was Wells Fargo, an estimated $307M sold.
Based on aggregated 13F filings for Q4 2021.