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Fomento Económico Mexicano

238 hedge funds and large institutions have $7.06B invested in Fomento Económico Mexicano in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.38M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $6.32B → $7.06B (+$743M)

3% more funds holding

Funds holding: 230238 (+8)

0.02% less ownership

Funds ownership: 3.33%3.3% (-0.02%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

18% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 82

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
32
Increased
67
Reduced
82
Closed
22
Calls
$17.6M
Puts
$3.38M
Net Calls
+$14.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
176
FineMark National Bank & Trust
Florida
$208K +$202K +2,100 New
Federated Hermes
177
Federated Hermes
Pennsylvania
$208K +$203K +2,103 New
LWAC
178
Laurel Wealth Advisors (California)
California
$203K +$198K +2,060 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$197K -$5.78K -60 -3%
CAM
180
Columbia Asset Management
Michigan
$144K +$140K +1,450 New
PC
181
Permit Capital
Pennsylvania
$109K
PA
182
Parallel Advisors
California
$99K +$5.97K +62 +7%
VEA
183
Virtus ETF Advisers
New York
$95K +$7.51K +78 +9%
SIAS
184
Shine Investment Advisory Services
Colorado
$87K
CLOS
185
Compagnie Lombard Odier SCmA
Switzerland
$69K
WT
186
Whittier Trust
California
$61K
MCM
187
Mainstay Capital Management
Michigan
$59K
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$54K
AG
189
Advisor Group
Arizona
$52K +$12K +125 +31%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$48.9K +$13.2K +137 +38%
FHA
191
First Horizon Advisors
Tennessee
$47K
CAW
192
Cornerstone Advisors (Washington)
Washington
$44K
First Manhattan
193
First Manhattan
New York
$39K -$6.26K -65 -14%
ONST
194
Old North State Trust
North Carolina
$39K +$39.6K +411 New
EDRH
195
Edmond de Rothschild Holding
Switzerland
$35K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$33K +$32.4K +336 New
ACA
197
Atlas Capital Advisors
Wyoming
$31.5K +$31.1K +323 New
Fidelity Investments
198
Fidelity Investments
Massachusetts
$31K -$62M -643,789 -100%
KBC Group
199
KBC Group
Belgium
$30K
PGWM
200
Parisi Gray Wealth Management
New Jersey
$29K

FMX Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2018, worth a combined $7.06B — up 12% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMX positions and 22 closed out — a net gain of 10 holders — while 67 added to existing stakes and 82 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $217M. The largest seller was Aberdeen Group, cutting an estimated $218M.

  • 238 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2018, up from 230 in Q2 2018.
  • Funds reported $7.06B of Fomento Económico Mexicano stock for Q3 2018, up 12% quarter-over-quarter.
  • 32 funds opened new Fomento Económico Mexicano positions in Q3 2018 and 22 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2018 was Schroder Investment Management Group, an estimated $217M added.
  • The largest Fomento Económico Mexicano seller in Q3 2018 was Aberdeen Group, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2018.