We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

215 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 3.64%3.65% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less capital invested

Capital invested by funds: $7.36B → $7.04B (-$324M)

2% less funds holding

Funds holding: 220215 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
5.79%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
19
Increased
76
Reduced
73
Closed
23
Calls
$4.31M
Puts
$1.62M
Net Calls
+$2.69M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$8K
LIA
202
LS Investment Advisors
Michigan
$8K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$8K +$556 +6 +7%
Lazard Asset Management
204
Lazard Asset Management
New York
$8K +$9.27K +100 New
NFG
205
Next Financial Group
Texas
$7K
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$3K -$7.33K -79 -73%
CAW
208
Cornerstone Advisors (Washington)
Washington
$2K
Fiera Capital (Canada)
209
Fiera Capital (Canada)
Quebec, Canada
$1.47K -$139K -1,499 -8%
IWMPD
210
Integrated Wealth Management (Palm Desert)
California
$1K -$464 -5 -28%
ACS
211
Archford Capital Strategies
Illinois
$1K
FANJ
212
Financial Architects (New Jersey)
New Jersey
$1K +$927 +10 New
QCG
213
Quadrant Capital Group
Ohio
$1K +$1.76K +19 New
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166
VKH
215
Virtu KCG Holdings
New York
-$10.1M -108,436 Closed
FWCM
216
Ferguson Wellman Capital Management
Oregon
-$5.31M -56,777 Closed
NAM
217
NorthCoast Asset Management
Connecticut
-$5M -53,463 Closed
VF
218
Virtu Financial
New York
-$4.96M -53,098 Closed
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
-$4.02M -43,014 Closed
Janus Henderson Group
220
Janus Henderson Group
United Kingdom
-$2.76M -29,500 Closed
UCFA
221
United Capital Financial Advisors
Texas
-$1.54M -17,030 Closed
BIT
222
BlackRock Institutional Trust
California
-$1.02M -10,872 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$752K -8,046 Closed
SAS
224
Spectrum Advisory Services
Georgia
-$444K -4,750 Closed
Millennium Management
225
Millennium Management
New York
-$313K -3,346 Closed

FMX Hedge Fund Activity: Q2 2015 in Review

215 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2015, worth a combined $7.04B — down 4.4% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 76 added.

The largest buyer was William Blair & Company, opening a new position worth an estimated $55M. The largest seller was Aberdeen Asset Management, cutting an estimated $89.1M.

  • 215 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q2 2015 and 23 closed out, a net change of -4 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2015 was William Blair & Company, an estimated $55M added.
  • The largest Fomento Económico Mexicano seller in Q2 2015 was Aberdeen Asset Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q2 2015.