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Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
176
First Horizon Corporation
Tennessee
$128K +$2.21K +33 +2%
SIA
177
Sit Investment Associates
Minnesota
$119K
SFO
178
Standard Family Office
South Dakota
$64K +$56.9K +850 New
TCOV
179
Trust Company of Vermont
Vermont
$61K
S
180
SignatureFD
Georgia
$61K +$16.1K +240 +42%
PA
181
Parallel Advisors
California
$57K -$22.7K -340 -31%
MHR
182
Matthew Hamilton Rosenberg
$54K
WT
183
Whittier Trust
California
$47K -$2.34K -35 -5%
CAAS
184
Capital Asset Advisory Services
Michigan
$31K +$27.5K +411 New
ACA
185
Atlas Capital Advisors
Wyoming
$30.5K +$27K +403 New
First Manhattan
186
First Manhattan
New York
$30K
GKIM
187
GW&K Investment Management
Massachusetts
$30K +$1.54K +23 +6%
IAIM
188
International Assets Investment Management
Florida
$23K +$20.1K +300 New
IA
189
Inspire Advisors
Idaho
$21K +$18.8K +281 New
AIM
190
Anchor Investment Management
South Carolina
$18.9K
CFGS
191
Concourse Financial Group Securities
Alabama
$17K -$1.81K -27 -11%
CIA
192
Cascade Investment Advisors
Oregon
$15.2K
PB
193
Pinnacle Bancorp
Nebraska
$15K
POIA
194
Pin Oak Investment Advisors
Texas
$15K
JWA
195
JFS Wealth Advisors
Pennsylvania
$14K +$4.01K +60 +50%
CFA
196
Carroll Financial Associates
North Carolina
$13K +$67 +1 +0.6%
GWS
197
Glassman Wealth Services
Virginia
$13K +$2.07K +31 +21%
WWM
198
Wolff Wiese Magana
California
$12K +$10.2K +153 New
FCA
199
FinTrust Capital Advisors
South Carolina
$9K
LC
200
Lindbrook Capital
California
$9K +$4.55K +68 +119%

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.