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Fomento Económico Mexicano

229 hedge funds and large institutions have $7.12B invested in Fomento Económico Mexicano in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $910K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

7% more funds holding

Funds holding: 215229 (+14)

1% more capital invested

Capital invested by funds: $7.04B → $7.12B (+$83.6M)

0.49% more ownership

Funds ownership: 3.65%4.14% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
6.39%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
78
Reduced
81
Closed
12
Calls
$4.93M
Puts
$910K
Net Calls
+$4.02M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GH
176
GAM Holding
Switzerland
$322K
PTA
177
Pear Tree Advisors
Massachusetts
$318K -$14.8K -166 -4%
Axa
178
Axa
France
$284K -$19.7K -222 -7%
PC
179
Pecaut & Co
Iowa
$276K
LMGAM
180
Liberty Mutual Group Asset Management
Massachusetts
$271K +$270K +3,040 New
DAM
181
Deltec Asset Management
New York
$268K
MPA
182
Marvin & Palmer Associates
Delaware
$241K
YMRC
183
Yorktown Management & Research Company
Virginia
$241K
Daiwa Securities Group
184
Daiwa Securities Group
Japan
$228K
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$228K +$5.07K +57 +2%
IIA
186
IPG Investment Advisors
California
$223K
Citigroup
187
Citigroup
New York
$207K -$20.6K -232 -9%
GA
188
GFS Advisors
Texas
$205K
BCM
189
BTC Capital Management
Iowa
$204K +$202K +2,271 New
WTB
190
Washington Trust Bank
Washington
$172K
FIM
191
Freedom Investment Management
Connecticut
$154K +$395K +4,438 +55%
Federated Hermes
192
Federated Hermes
Pennsylvania
$116K -$35.6K -400 -24%
OA
193
OFI Advisors
Pennsylvania
$82K -$3.2K -36 -4%
LOT
194
Lombard Odier Transatlantic
Quebec, Canada
$75K -$191K -2,150 -72%
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$71K
PC
196
Permit Capital
Pennsylvania
$71K
WT
197
Whittier Trust
California
$55K
ClearBridge Investments
198
ClearBridge Investments
New York
$55K +$8.89K +100 +19%
Creative Planning
199
Creative Planning
Kansas
$55K +$54.9K +617 New
Walleye Trading
200
Walleye Trading
New York
$54K +$53.4K +600 New

FMX Hedge Fund Activity: Q3 2015 in Review

229 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2015, worth a combined $7.12B — up 1.2% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 12 closed out — a net gain of 15 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $831M. The largest seller was Aberdeen Asset Management, cutting an estimated $220M.

  • 229 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2015, up from 215 in Q2 2015.
  • Funds reported $7.12B of Fomento Económico Mexicano stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q3 2015 and 12 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2015 was OppenheimerFunds, an estimated $831M added.
  • The largest Fomento Económico Mexicano seller in Q3 2015 was Aberdeen Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2015.