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Fomento Económico Mexicano

232 hedge funds and large institutions have $6.93B invested in Fomento Económico Mexicano in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.12M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more funds holding

Funds holding: 217232 (+15)

0.16% less ownership

Funds ownership: 3.57%3.41% (-0.16%)

6% less capital invested

Capital invested by funds: $7.39B → $6.93B (-$459M)

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
44
Increased
62
Reduced
84
Closed
27
Calls
$11.2M
Puts
$3.12M
Net Calls
+$8.12M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
176
Howe & Rusling
New York
$122K
PC
177
Permit Capital
Pennsylvania
$103K
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$97K
PA
179
Parallel Advisors
California
$86K
SIAS
180
Shine Investment Advisory Services
Colorado
$80K
VEA
181
Virtus ETF Advisers
New York
$80K +$77.7K +852 New
AAM
182
Advisors Asset Management
Colorado
$74K +$71.7K +786 New
IWP
183
Icon Wealth Partners
Texas
$69K +$67.2K +737 New
WT
184
Whittier Trust
California
$58K
AG
185
Advisor Group
Arizona
$57K -$14.2K -156 -20%
AssetMark Inc
186
AssetMark Inc
California
$49K +$47.6K +522 New
HIIFS
187
Harel Insurance Investments & Financial Services
Israel
$47K +$23.3K +255 +104%
First Manhattan
188
First Manhattan
New York
$43K
FHA
189
First Horizon Advisors
Tennessee
$41K +$1.09K +12 +3%
Simplex Trading
190
Simplex Trading
Illinois
$39K +$38.6K +423 New
IA
191
IFP Advisors
Florida
$35K +$91 +1 +0.3%
EDRH
192
Edmond de Rothschild Holding
Switzerland
$32K
HI
193
Handelsinvest Investeringsforvaltning
Denmark
$31K -$14.6K -160 -33%
PGWM
194
Parisi Gray Wealth Management
New Jersey
$29K +$27.4K +300 New
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$29K +$28.3K +310 New
KBC Group
196
KBC Group
Belgium
$28K
II
197
Inspire Investing
Idaho
$25K +$24.4K +267 New
CCM
198
Covington Capital Management
California
$23K +$22.3K +244 New
GT
199
Glenmede Trust
Pennsylvania
$22K
RFA
200
Reilly Financial Advisors
California
$19K

FMX Hedge Fund Activity: Q4 2017 in Review

232 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2017, worth a combined $6.93B — down 6.2% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 27 closed out — a net gain of 17 holders — while 62 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Schroder Investment Management Group, cutting an estimated $177M.

  • 232 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2017, up from 217 in Q3 2017.
  • Funds reported $6.93B of Fomento Económico Mexicano stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2017 and 27 closed out, a net change of +17 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2017 was JP Morgan Chase, an estimated $283M added.
  • The largest Fomento Económico Mexicano seller in Q4 2017 was Schroder Investment Management Group, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.