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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.01B → $7.43B (+$425M)

0.22% more ownership

Funds ownership: 3.5%3.72% (+0.22%)

3% less funds holding

Funds holding: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

40% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $42.6M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
201
Paradigm Asset Management
New York
$50.6K
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$40K -$37K -401 -48%
First Manhattan
203
First Manhattan
New York
$36K
S
204
SignatureFD
Georgia
$36K +$276 +3 +0.8%
JFA
205
JNBA Financial Advisors
Minnesota
$36K +$36.5K +396 New
Walleye Trading
206
Walleye Trading
New York
$35K +$35K +380 New
Creative Planning
207
Creative Planning
Kansas
$32K -$24.8K -269 -44%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$32K -$3.04K -33 -9%
MFS
209
MSI Financial Services
Massachusetts
$32K -$2.58K -28 -7%
GT
210
Glenmede Trust
Pennsylvania
$28K
CAW
211
Cornerstone Advisors (Washington)
Washington
$22K +$20K +217 +1,276%
IA
212
IFP Advisors
Florida
$18K
RFA
213
Reilly Financial Advisors
California
$18K
FHA
214
First Horizon Advisors
Tennessee
$18K +$3.87K +42 +27%
DADC
215
D.A. Davidson & Co
Montana
$9K
PWM
216
Perigon Wealth Management
California
$9K +$8.85K +96 New
PCM
217
Prelude Capital Management
New York
$9K +$9.22K +100 New
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
LIA
219
LS Investment Advisors
Michigan
$8K
NFG
220
Next Financial Group
Texas
$7K
WC
221
Whitnell & Co
Illinois
$5K
WA
222
Winfield Associates
Ohio
$4K -$461 -5 -10%
GWM
223
Geneos Wealth Management
Colorado
$3K
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$1K -$2.67K -29 -69%
ACS
225
Archford Capital Strategies
Illinois
$1K -$737 -8 -33%

FMX Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
  • Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
  • The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2016.