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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.01B → $7.43B (+$425M)

0.22% more ownership

Funds ownership: 3.5%3.72% (+0.22%)

3% less funds holding

Funds holding: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

40% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $42.6M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
176
Laird Norton Wetherby Wealth Management
California
$355K +$30.5K +331 +9%
JMH
177
J.M. Hartwell
New York
$322K
SCA
178
Salient Capital Advisors
Texas
$320K +$15.2K +165 +5%
Asset Management One
179
Asset Management One
Japan
$319K -$291K -3,154 -48%
QT
180
Quantbot Technologies
New York
$317K +$87.2K +946 +38%
HT
181
HighTower Trust
Texas
$283K
LMGAM
182
Liberty Mutual Group Asset Management
Massachusetts
$280K
PC
183
Pecaut & Co
Iowa
$280K
Wolverine Trading
184
Wolverine Trading
Illinois
$279K +$281K +3,048 New
YMRC
185
Yorktown Management & Research Company
Virginia
$249K
BCM
186
Brown Capital Management
Maryland
$236K -$207K -2,245 -47%
FA
187
FDx Advisors
Illinois
$220K +$220K +2,389 New
VKH
188
Virtu KCG Holdings
New York
$219K -$2.04M -22,160 -90%
Brown Advisory
189
Brown Advisory
Maryland
$213K +$214K +2,317 New
KBC Group
190
KBC Group
Belgium
$182K
Daiwa Securities Group
191
Daiwa Securities Group
Japan
$179K -$36.9K -400 -17%
Citigroup
192
Citigroup
New York
$144K -$3.13K -34 -2%
HI
193
Handelsinvest Investeringsforvaltning
Denmark
$114K
FTUS
194
Flow Traders U.S.
New York
$92K
PC
195
Permit Capital
Pennsylvania
$90K
HR
196
Howe & Rusling
New York
$70K +$21.9K +238 +46%
LOT
197
Lombard Odier Transatlantic
Quebec, Canada
$64K -$13.8K -150 -18%
ClearBridge Investments
198
ClearBridge Investments
New York
$63K
AG
199
Advisor Group
Arizona
$62K +$28.8K +313 +87%
WT
200
Whittier Trust
California
$57K

FMX Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
  • Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
  • The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2016.