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Fomento Económico Mexicano

215 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 3.64%3.65% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less capital invested

Capital invested by funds: $7.36B → $7.04B (-$324M)

2% less funds holding

Funds holding: 220215 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
5.79%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
19
Increased
76
Reduced
73
Closed
23
Calls
$4.31M
Puts
$1.62M
Net Calls
+$2.69M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
176
Intrust Bank
Kansas
$201K -$6.31K -68 -3%
WTB
177
Washington Trust Bank
Washington
$172K -$7.42K -80 -4%
LOCC
178
Lombard Odier & Cie (Canada)
Quebec, Canada
$165K -$190K -2,050 -53%
Federated Hermes
179
Federated Hermes
Pennsylvania
$151K +$92.7K +1,000 +143%
Barclays
180
Barclays
United Kingdom
$136K +$114K +1,228 +404%
OA
181
OFI Advisors
Pennsylvania
$85K +$1.85K +20 +2%
PC
182
Permit Capital
Pennsylvania
$71K
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$70K -$32.5K -350 -31%
WT
184
Whittier Trust
California
$55K +$46.4K +500 +417%
ClearBridge Investments
185
ClearBridge Investments
New York
$46K +$48.2K +520 New
PAM
186
Paradigm Asset Management
New York
$44.5K +$9.27K +100 +25%
LWCFA
187
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
EWM
188
Evercore Wealth Management
New York
$36K
HR
189
Howe & Rusling
New York
$36K
First Manhattan
190
First Manhattan
New York
$35K
MFS
191
MSI Financial Services
Massachusetts
$35K +$2.78K +30 +8%
AIG
192
American International Group
New York
$26.7K +$27.8K +300 New
ST
193
Smithfield Trust
Pennsylvania
$22K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$20K
GT
195
Glenmede Trust
Pennsylvania
$20K +$4.82K +52 +28%
RFA
196
Reilly Financial Advisors
California
$18K
DA
197
Dunvegan Associates
California
$12K
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$12K
FHA
199
First Horizon Advisors
Tennessee
$10K
S
200
SignatureFD
Georgia
$9K +$1.95K +21 +26%

FMX Hedge Fund Activity: Q2 2015 in Review

215 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2015, worth a combined $7.04B — down 4.4% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 76 added.

The largest buyer was William Blair & Company, opening a new position worth an estimated $55M. The largest seller was Aberdeen Asset Management, cutting an estimated $89.1M.

  • 215 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q2 2015 and 23 closed out, a net change of -4 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2015 was William Blair & Company, an estimated $55M added.
  • The largest Fomento Económico Mexicano seller in Q2 2015 was Aberdeen Asset Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q2 2015.