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Fomento Económico Mexicano

226 hedge funds and large institutions have $6.8B invested in Fomento Económico Mexicano in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $1.12M

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

6% more funds holding

Funds holding: 213226 (+13)

0% more capital invested

Capital invested by funds: $6.77B → $6.8B (+$26.8M)

0.18% more ownership

Funds ownership: 3.41%3.58% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 75

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
226
Holders Change
+13
Holders Change %
+6.1%
% of All Funds
6.03%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
32
Increased
68
Reduced
75
Closed
16
Calls
$5.23M
Puts
$1.12M
Net Calls
+$4.11M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$177K -$63.2K -690 -26%
WTB
177
Washington Trust Bank
Washington
$177K
PTA
178
Pear Tree Advisors
Massachusetts
$144K
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$131K -$118K -1,288 -46%
BPBT
180
Boston Private Bank & Trust
Massachusetts
$116K
H
181
Hexavest
Quebec, Canada
$88K
OA
182
OFI Advisors
Pennsylvania
$82K +$13.9K +152 +20%
PC
183
Permit Capital
Pennsylvania
$70K
Federated Hermes
184
Federated Hermes
Pennsylvania
$62K
MCM
185
Manchester Capital Management
Vermont
$59K -$27.5K -300 -31%
ST
186
Smithfield Trust
Pennsylvania
$57K
Creative Planning
187
Creative Planning
Kansas
$54K
PAM
188
Paradigm Asset Management
New York
$44K
LWCFA
189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
FMT
190
First Mercantile Trust
Tennessee
$39K
EWM
191
Evercore Wealth Management
New York
$35K
First Manhattan
192
First Manhattan
New York
$35K
HR
193
Howe & Rusling
New York
$35K +$2.2K +24 +6%
Simplex Trading
194
Simplex Trading
Illinois
$31K +$32.2K +352 New
IRS
195
Invictus RG (Singapore)
Singapore
$22K +$7.6K +83 +49%
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
$21K -$5.13K -56 -19%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$19K +$20.1K +219 New
RFA
198
Reilly Financial Advisors
California
$18K
ICP
199
Indus Capital Partners
New York
$17.1K +$9.08M +99,146 +104%
GT
200
Glenmede Trust
Pennsylvania
$16K +$16.8K +183 New