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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.34B invested in Fomento Económico Mexicano in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $9.04M | Put options by funds: $4.47M

17% more capital invested

Capital invested by funds: $6.26B → $7.34B (+$1.08B)

0.04% more ownership

Funds ownership: 3.78%3.82% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

3% less funds holding

Funds holding: 234228 (-6)

Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
31
Increased
80
Reduced
83
Closed
32
Calls
$9.04M
Puts
$4.47M
Net Calls
+$4.57M
Net Calls Change
-$891K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$54K +$36.1K +443 +270%
AG
202
Advisor Group
Arizona
$46K -$10.1K -124 -19%
First Manhattan
203
First Manhattan
New York
$41K
FHA
204
First Horizon Advisors
Tennessee
$38K +$18.9K +232 +118%
EDRH
205
Edmond de Rothschild Holding
Switzerland
$32K
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$28K
GEA
207
Glen Eagle Advisors
New Jersey
$27.2K
IA
208
IFP Advisors
Florida
$25K
GT
209
Glenmede Trust
Pennsylvania
$23K +$3.75K +46 +21%
HIIFS
210
Harel Insurance Investments & Financial Services
Israel
$23K +$20K +245 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$19K +$17.9K +220 New
RFA
212
Reilly Financial Advisors
California
$18K
GBT
213
Grove Bank & Trust
Florida
$14K +$13K +160 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$11K -$5.21K -64 -32%
IWM
215
IHT Wealth Management
Illinois
$11K -$4.24K -52 -30%
LIA
216
LS Investment Advisors
Michigan
$8K
NFG
217
Next Financial Group
Texas
$7K
YWP
218
YorkBridge Wealth Partners
New York
$7K +$1.63K +20 +32%
WA
219
Winfield Associates
Ohio
$6K +$5.7K +70 New
EFSCE
220
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$3.01K -37 -42%
ACS
221
Archford Capital Strategies
Illinois
$3K +$407 +5 +21%
UBS AM
222
UBS AM
Illinois
$2.66K +$2.44K +30 New
Walleye Trading
223
Walleye Trading
New York
$2.03K +$1.07M +13,120 +133%
GWM
224
Geneos Wealth Management
Colorado
$2K
CFD
225
Creative Financial Designs
Indiana
$1K

FMX Hedge Fund Activity: Q1 2017 in Review

228 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2017, worth a combined $7.34B — up 17% from $6.26B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FMX and 31 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, opening a new position worth an estimated $109M. The largest seller was Vontobel Asset Management, cutting an estimated $92.7M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2017, down from 234 in Q4 2016.
  • Funds reported $7.34B of Fomento Económico Mexicano stock for Q1 2017, up 17% quarter-over-quarter.
  • 31 funds opened new Fomento Económico Mexicano positions in Q1 2017 and 32 closed out, a net change of -1 holder.
  • The largest Fomento Económico Mexicano buyer in Q1 2017 was BlackRock, an estimated $109M added.
  • The largest Fomento Económico Mexicano seller in Q1 2017 was Vontobel Asset Management, an estimated $92.7M sold.

Based on aggregated 13F filings for Q1 2017.