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Fomento Económico Mexicano

231 hedge funds and large institutions have $6.5B invested in Fomento Económico Mexicano in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $11.4M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

3% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.12% less ownership

Funds ownership: 3.41%3.29% (-0.12%)

0% less funds holding

Funds holding: 232231 (-1)

6% less capital invested

Capital invested by funds: $6.93B → $6.5B (-$427M)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
27
Increased
78
Reduced
76
Closed
26
Calls
$44.3M
Puts
$11.4M
Net Calls
+$32.9M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$13.7K
PCG
202
Private Capital Group
Connecticut
$12K
IWM
203
IHT Wealth Management
Illinois
$11K
MOS
204
MGO One Seven
Ohio
$9K -$2.34K -25 -20%
APA
205
American Portfolios Advisors
New York
$8.5K -$656 -7 -7%
LIA
206
LS Investment Advisors
Michigan
$8K
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$3.75K +40 +77%
HR
208
Howe & Rusling
New York
$6K -$115K -1,231 -95%
WWM
209
Willingdon Wealth Management
North Carolina
$6K +$5.72K +61 New
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$6K +$5.81K +62 New
RE
211
RBC Europe
United Kingdom
$5.85K
CIP
212
Convergence Investment Partners
Florida
$5K +$5.06K +54 New
LFA
213
Legacy Financial Advisors
Kentucky
$5K +$5.62K +60 New
BBA
214
Braun-Bostich & Associates
Pennsylvania
$4K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$3K -$6K -64 -66%
GWM
216
Geneos Wealth Management
Colorado
$3K
VFA
217
Valeo Financial Advisors
Indiana
$3K
FGC
218
Financial Gravity Companies
Texas
$3K +$2.44K +26 +650%
ACS
219
Archford Capital Strategies
Illinois
$3K +$2.72K +29 New
FGAM
220
Financial Gravity Asset Management
Texas
$3K +$2.81K +30 New
IFAM
221
Institutional & Family Asset Management
Colorado
$3K +$3.19K +34 New
UBS AM
222
UBS AM
Illinois
$2.74K
CFD
223
Creative Financial Designs
Indiana
$1K
JCM
224
Jacobi Capital Management
Pennsylvania
$1K
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$656 +7 New

FMX Hedge Fund Activity: Q1 2018 in Review

231 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2018, worth a combined $6.5B — down 6.2% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 26 closed out — a net gain of 1 holder — while 78 added to existing stakes and 76 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $75.8M. The largest seller was Vontobel Asset Management, cutting an estimated $171M.

  • 231 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2018, down from 232 in Q4 2017.
  • Funds reported $6.5B of Fomento Económico Mexicano stock for Q1 2018, down 6.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q1 2018 and 26 closed out, a net change of +1 holder.
  • The largest Fomento Económico Mexicano buyer in Q1 2018 was OppenheimerFunds, an estimated $75.8M added.
  • The largest Fomento Económico Mexicano seller in Q1 2018 was Vontobel Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2018.