We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

217 hedge funds and large institutions have $7.39B invested in Fomento Económico Mexicano in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

2% more funds holding

Funds holding: 212217 (+5)

0.04% less ownership

Funds ownership: 3.61%3.57% (-0.04%)

4% less capital invested

Capital invested by funds: $7.7B → $7.39B (-$315M)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

92% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $16.9M

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
22
Increased
71
Reduced
75
Closed
12
Calls
$1.4M
Puts
$16.9M
Net Calls
-$15.5M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
176
Barclays
United Kingdom
$110K -$1.34M -13,489 -92%
PC
177
Permit Capital
Pennsylvania
$105K
QT
178
Quantbot Technologies
New York
$105K +$89.8K +902 +453%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$98K +$13.5K +136 +15%
SIAS
180
Shine Investment Advisory Services
Colorado
$82K
PA
181
Parallel Advisors
California
$80K -$199 -2 -0.2%
AG
182
Advisor Group
Arizona
$74K +$24.4K +245 +47%
WT
183
Whittier Trust
California
$59K
HI
184
Handelsinvest Investeringsforvaltning
Denmark
$47K
First Manhattan
185
First Manhattan
New York
$44K
FHA
186
First Horizon Advisors
Tennessee
$41K
IA
187
IFP Advisors
Florida
$35K -$4.28K -43 -10%
EDRH
188
Edmond de Rothschild Holding
Switzerland
$34K
KBC Group
189
KBC Group
Belgium
$29K -$167K -1,675 -85%
TRCT
190
Tower Research Capital (TRC)
New York
$29K +$30.4K +305 New
GT
191
Glenmede Trust
Pennsylvania
$23K -$1.89K -19 -7%
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
$23K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$21K
RFA
194
Reilly Financial Advisors
California
$19K
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$17K
RE
196
RBC Europe
United Kingdom
$15.7K +$16.3K +164 New
GBT
197
Grove Bank & Trust
Florida
$15K -$32.9K -330 -67%
GEA
198
Glen Eagle Advisors
New Jersey
$14.3K -$14.9K -150 -50%
QCG
199
Quadrant Capital Group
Ohio
$13K +$8.87K +89 +146%
IWM
200
IHT Wealth Management
Illinois
$11K

FMX Hedge Fund Activity: Q3 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2017, worth a combined $7.39B — down 4.1% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMX positions and 12 closed out — a net gain of 10 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $67.1M. The largest seller was Invesco, cutting an estimated $43.1M.

  • 217 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2017, up from 212 in Q2 2017.
  • Funds reported $7.39B of Fomento Económico Mexicano stock for Q3 2017, down 4.1% quarter-over-quarter.
  • 22 funds opened new Fomento Económico Mexicano positions in Q3 2017 and 12 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2017 was Schroder Investment Management Group, an estimated $67.1M added.
  • The largest Fomento Económico Mexicano seller in Q3 2017 was Invesco, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2017.