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Fomento Económico Mexicano

229 hedge funds and large institutions have $7.12B invested in Fomento Económico Mexicano in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $910K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

7% more funds holding

Funds holding: 215229 (+14)

1% more capital invested

Capital invested by funds: $7.04B → $7.12B (+$83.6M)

0.49% more ownership

Funds ownership: 3.65%4.14% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
6.39%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
78
Reduced
81
Closed
12
Calls
$4.93M
Puts
$910K
Net Calls
+$4.02M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
201
Paradigm Asset Management
New York
$44.6K
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
HR
203
Howe & Rusling
New York
$37K +$889 +10 +3%
EWM
204
Evercore Wealth Management
New York
$36K
First Manhattan
205
First Manhattan
New York
$35K
MFS
206
MSI Financial Services
Massachusetts
$35K
GT
207
Glenmede Trust
Pennsylvania
$20K
RFA
208
Reilly Financial Advisors
California
$18K
Simplex Trading
209
Simplex Trading
Illinois
$18K +$18.9K +212 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$14K +$5.87K +66 +73%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$12K
DA
212
Dunvegan Associates
California
$10K -$2.4K -27 -20%
FHA
213
First Horizon Advisors
Tennessee
$10K
ST
214
Smithfield Trust
Pennsylvania
$9K -$13.3K -150 -60%
DADC
215
D.A. Davidson & Co
Montana
$8K
Lazard Asset Management
216
Lazard Asset Management
New York
$8K
LIA
217
LS Investment Advisors
Michigan
$8K
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$3.29K +37 +71%
NFG
219
Next Financial Group
Texas
$7K
WC
220
Whitnell & Co
Illinois
$3K +$2.67K +30 New
CAW
221
Cornerstone Advisors (Washington)
Washington
$2K
ACS
222
Archford Capital Strategies
Illinois
$2K +$622 +7 +100%
AssetMark Inc
223
AssetMark Inc
California
$1K -$801K -9,006 -100%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$1K -$1.42K -16 -55%
IWMPD
225
Integrated Wealth Management (Palm Desert)
California
$1K

FMX Hedge Fund Activity: Q3 2015 in Review

229 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2015, worth a combined $7.12B — up 1.2% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 12 closed out — a net gain of 15 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $831M. The largest seller was Aberdeen Asset Management, cutting an estimated $220M.

  • 229 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2015, up from 215 in Q2 2015.
  • Funds reported $7.12B of Fomento Económico Mexicano stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q3 2015 and 12 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2015 was OppenheimerFunds, an estimated $831M added.
  • The largest Fomento Económico Mexicano seller in Q3 2015 was Aberdeen Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2015.