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Fomento Económico Mexicano
FMX

232 hedge funds and large institutions have $6.93B invested in Fomento Económico Mexicano in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.12M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

7% more funds holding

Funds holding: 217 → 232 (+15)

0.16% less ownership

Funds ownership: 3.57% → 3.41% (-0.16%)

6% less capital invested

Capital invested by funds: $7.39B → $6.93B (-$459M)

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
44
Increased
62
Reduced
84
Closed
27
Calls
$11.2M
Puts
$3.12M
Net Calls
+$8.12M
Net Calls Change
+$23.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$283M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$59.1M
3
CGI
Comgest Global Investors
France
+$57.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$39.1M
5
CFM
Coronation Fund Managers
South Africa
+$37M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$177M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$166M
3
Artisan Partners
Artisan Partners
Wisconsin
-$144M
4
Fidelity International
Fidelity International
Bermuda
-$110M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$98.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
201
Grove Bank & Trust
Florida
$15K – – –
GEA
202
Glen Eagle Advisors
New Jersey
$14.1K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$14K -$2.74K -30 -17%
IWM
204
IHT Wealth Management
Illinois
$12K – – –
MOS
205
MGO One Seven
Ohio
$12K +$11.6K +127 New
ASN
206
Advisory Services Network
Georgia
$11K +$11K +121 +12,100%
AFNAS
207
American Financial Network Advisory Services
California
$10K – – –
APA
208
American Portfolios Advisors
New York
$9.39K +$9.12K +100 New
CG
209
Cutler Group
California
$9K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$9K +$3.01K +33 +52%
CA
211
Calton & Associates
Florida
$9K +$9.22K +101 New
QCG
212
Quadrant Capital Group
Ohio
$8K -$5.57K -61 -41%
LIA
213
LS Investment Advisors
Michigan
$8K – – –
WA
214
Winfield Associates
Ohio
$7K – – –
RFM
215
Royal Fund Management
Florida
$7K +$6.93K +76 New
RE
216
RBC Europe
United Kingdom
$6.01K -$9.12K -100 -61%
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
RPC
218
Rossmore Private Capital
Connecticut
$4.23K +$4.11K +45 New
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$4K -$2.46K -27 -40%
PWM
220
Paulson Wealth Management
Illinois
$4K +$3.65K +40 New
BBA
221
Braun-Bostich & Associates
Pennsylvania
$4K +$4.29K +47 New
GWM
222
Geneos Wealth Management
Colorado
$3K – – –
VFA
223
Valeo Financial Advisors
Indiana
$3K +$2.65K +29 New
UBS AM
224
UBS AM
Illinois
$2.82K – – –
CFD
225
Creative Financial Designs
Indiana
$1K – – –
7 8
9
10 11

FMX Hedge Fund Activity: Q4 2017 in Review

232 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2017, worth a combined $6.93B — down 6.2% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 27 closed out — a net gain of 17 holders — while 62 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Schroder Investment Management Group, cutting an estimated $177M.

  • 232 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2017, up from 217 in Q3 2017.
  • Funds reported $6.93B of Fomento Económico Mexicano stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2017 and 27 closed out, a net change of +17 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2017 was JP Morgan Chase, an estimated $283M added.
  • The largest Fomento Económico Mexicano seller in Q4 2017 was Schroder Investment Management Group, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.