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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
176
RFG Advisory
Alabama
$226K
WTC
177
WhitTier Trust Company
Nevada
$225K
SM
178
SG3 Management
Puerto Rico
$217K +$215K +2,500 New
Legal & General Group
179
Legal & General Group
United Kingdom
$213K
VPI
180
Value Partners Investments
Manitoba, Canada
$205K +$204K +2,376 New
HighTower Advisors
181
HighTower Advisors
Illinois
$203K -$2.58K -30 -1%
AC
182
Avestar Capital
New York
$202K +$201K +2,334 New
QCG
183
Quadrant Capital Group
Ohio
$201K +$17.6K +205 +10%
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$201K +$199K +2,312 New
FHA
185
First Horizon Advisors
Tennessee
$155K +$152K +1,764 +5,880%
Simplex Trading
186
Simplex Trading
Illinois
$138K -$344 -4 -0.2%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$123K -$42.8K -498 -26%
BCWM
188
Bartlett & Co Wealth Management
Ohio
$103K
BC
189
Bartlett & Co
Ohio
$103K
PA
190
Parallel Advisors
California
$84K -$344 -4 -0.4%
ACA
191
Atlas Capital Advisors
Wyoming
$77K +$8.6K +100 +13%
MHR
192
Matthew Hamilton Rosenberg
$61K
WT
193
Whittier Trust
California
$55K
TRCT
194
Tower Research Capital (TRC)
New York
$51K +$32.5K +378 +183%
ST
195
Sageworth Trust
Pennsylvania
$46K
GKIM
196
GW&K Investment Management
Massachusetts
$33K -$1.55K -18 -5%
AIM
197
Anchor Investment Management
South Carolina
$31.2K +$10.7K +125 +53%
JWA
198
JFS Wealth Advisors
Pennsylvania
$30K -$6.11K -71 -17%
PB
199
Pinnacle Bancorp
Nebraska
$28K
DOA
200
D'Orazio & Associates
Virginia
$27K +$27.3K +317 New

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.