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Fomento Económico Mexicano

231 hedge funds and large institutions have $6.5B invested in Fomento Económico Mexicano in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $11.4M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

3% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.12% less ownership

Funds ownership: 3.41%3.29% (-0.12%)

0% less funds holding

Funds holding: 232231 (-1)

6% less capital invested

Capital invested by funds: $6.93B → $6.5B (-$427M)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
27
Increased
78
Reduced
76
Closed
26
Calls
$44.3M
Puts
$11.4M
Net Calls
+$32.9M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
176
Permit Capital
Pennsylvania
$101K
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$85K -$9.37K -100 -10%
PA
178
Parallel Advisors
California
$84K
SIAS
179
Shine Investment Advisory Services
Colorado
$78K
ERSOT
180
Employees Retirement System of Texas
Texas
$76K -$236K -2,523 -75%
CLOS
181
Compagnie Lombard Odier SCmA
Switzerland
$64K -$253K -2,700 -79%
WT
182
Whittier Trust
California
$57K
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$49K +$46.9K +500 +1,220%
RCAG
184
Rehmann Capital Advisory Group
Michigan
$49K +$50.4K +538 New
HIIFS
185
Harel Insurance Investments & Financial Services
Israel
$46K
AG
186
Advisor Group
Arizona
$45K -$11.2K -120 -20%
First Manhattan
187
First Manhattan
New York
$42K
FHA
188
First Horizon Advisors
Tennessee
$40K
IA
189
IFP Advisors
Florida
$35K
EDRH
190
Edmond de Rothschild Holding
Switzerland
$32K
CAW
191
Cornerstone Advisors (Washington)
Washington
$32K +$32.3K +345 New
KBC Group
192
KBC Group
Belgium
$28K
PGWM
193
Parisi Gray Wealth Management
New Jersey
$27K
HI
194
Handelsinvest Investeringsforvaltning
Denmark
$26K -$4.69K -50 -15%
CCM
195
Covington Capital Management
California
$22K
GT
196
Glenmede Trust
Pennsylvania
$22K
WAM
197
Wealthspire Advisors (Maryland)
Maryland
$18K -$10.3K -110 -35%
RFA
198
Reilly Financial Advisors
California
$18K
QCG
199
Quadrant Capital Group
Ohio
$15K +$8.62K +92 +103%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$14K

FMX Hedge Fund Activity: Q1 2018 in Review

231 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2018, worth a combined $6.5B — down 6.2% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 26 closed out — a net gain of 1 holder — while 78 added to existing stakes and 76 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $75.8M. The largest seller was Vontobel Asset Management, cutting an estimated $171M.

  • 231 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2018, down from 232 in Q4 2017.
  • Funds reported $6.5B of Fomento Económico Mexicano stock for Q1 2018, down 6.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q1 2018 and 26 closed out, a net change of +1 holder.
  • The largest Fomento Económico Mexicano buyer in Q1 2018 was OppenheimerFunds, an estimated $75.8M added.
  • The largest Fomento Económico Mexicano seller in Q1 2018 was Vontobel Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2018.