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Fomento Económico Mexicano

236 hedge funds and large institutions have $7.01B invested in Fomento Económico Mexicano in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.07% more ownership

Funds ownership: 3.43%3.5% (+0.07%)

2% less capital invested

Capital invested by funds: $7.14B → $7.01B (-$136M)

2% less funds holding

Funds holding: 242236 (-6)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

26% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $20.9M

Holders
236
Holders Change
-6
Holders Change %
-2.48%
% of All Funds
6.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
25
Increased
86
Reduced
78
Closed
28
Calls
$15.4M
Puts
$20.9M
Net Calls
-$5.52M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PTA
201
Pear Tree Advisors
Massachusetts
$74K
ClearBridge Investments
202
ClearBridge Investments
New York
$63K +$5.49K +60 +10%
Creative Planning
203
Creative Planning
Kansas
$57K -$2.29K -25 -4%
WT
204
Whittier Trust
California
$57K
CG
205
Cutler Group
California
$57K +$56.8K +621 New
PAM
206
Paradigm Asset Management
New York
$50.9K
HR
207
Howe & Rusling
New York
$48K
HIIFS
208
Harel Insurance Investments & Financial Services
Israel
$37K +$36.1K +395 New
First Manhattan
209
First Manhattan
New York
$36K
S
210
SignatureFD
Georgia
$36K +$35.9K +393 New
MFS
211
MSI Financial Services
Massachusetts
$35K -$2.65K -29 -7%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$35K -$1.01K -11 -3%
AG
213
Advisor Group
Arizona
$33K +$33K +361 New
GT
214
Glenmede Trust
Pennsylvania
$29K +$7.95K +87 +37%
NIT
215
NumerixS Investment Technologies
British Columbia, Canada
$28K +$27.4K +300 New
RFA
216
Reilly Financial Advisors
California
$19K
AIM
217
Acrospire Investment Management
Illinois
$18K +$9.14K +100 +100%
IA
218
IFP Advisors
Florida
$18K +$18.3K +200 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$15K
FHA
220
First Horizon Advisors
Tennessee
$14K
CIM
221
Contravisory Investment Management
Massachusetts
$10K +$2.74K +30 +37%
DADC
222
D.A. Davidson & Co
Montana
$9K
EFSCE
223
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
LIA
224
LS Investment Advisors
Michigan
$8K
NFG
225
Next Financial Group
Texas
$7K