We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

217 hedge funds and large institutions have $7.39B invested in Fomento Económico Mexicano in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

2% more funds holding

Funds holding: 212217 (+5)

0.04% less ownership

Funds ownership: 3.61%3.57% (-0.04%)

4% less capital invested

Capital invested by funds: $7.7B → $7.39B (-$315M)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

92% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $16.9M

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
22
Increased
71
Reduced
75
Closed
12
Calls
$1.4M
Puts
$16.9M
Net Calls
-$15.5M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
AFNAS
201
American Financial Network Advisory Services
California
$10K +$10.3K +103 New
CG
202
Cutler Group
California
$9K -$66.2K -665 -87%
LIA
203
LS Investment Advisors
Michigan
$9K
NFG
204
Next Financial Group
Texas
$8K
WA
205
Winfield Associates
Ohio
$7K
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$6K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$6K +$6.38K +64 New
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
BCI
209
Brinker Capital Investments
Pennsylvania
$4K +$3.69K +37 New
GWM
210
Geneos Wealth Management
Colorado
$3K
OIA
211
OneDigital Investment Advisors
Kansas
$3K +$3.49K +35 New
UBS AM
212
UBS AM
Illinois
$2.87K
AAP
213
Arax Advisory Partners
Colorado
$1K
CFD
214
Creative Financial Designs
Indiana
$1K
JCM
215
Jacobi Capital Management
Pennsylvania
$1K
LOAMS
216
Lombard Odier Asset Management (Switzerland)
Switzerland
-$17.6M -179,100 Closed
PIM
217
Platinum Investment Management
Australia
-$17.2M -175,200 Closed
PG
218
Pendal Group
Australia
-$7.31M -74,297 Closed
PL
219
Perpetual Ltd
Australia
-$5.23M -53,162 Closed
HT
220
HighTower Trust
Texas
-$276K -2,805 Closed
RFC
221
Regions Financial Corp
Alabama
-$229K -2,329 Closed
QCMC
222
Quantum Capital Management (California)
California
-$206K -2,092 Closed
LWAC
223
Laurel Wealth Advisors (California)
California
-$202K -2,060 Closed
IB
224
Intrust Bank
Kansas
-$200K -2,034 Closed
FPF
225
FNY Partners Fund
New York
-$146K -1,492 Closed

FMX Hedge Fund Activity: Q3 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2017, worth a combined $7.39B — down 4.1% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMX positions and 12 closed out — a net gain of 10 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $67.1M. The largest seller was Invesco, cutting an estimated $43.1M.

  • 217 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2017, up from 212 in Q2 2017.
  • Funds reported $7.39B of Fomento Económico Mexicano stock for Q3 2017, down 4.1% quarter-over-quarter.
  • 22 funds opened new Fomento Económico Mexicano positions in Q3 2017 and 12 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2017 was Schroder Investment Management Group, an estimated $67.1M added.
  • The largest Fomento Económico Mexicano seller in Q3 2017 was Invesco, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2017.