FMX icon

Fomento Económico Mexicano
FMX

Overview Fund Activity

228 hedge funds and large institutions have $6.29B invested in Fomento Económico Mexicano in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
5.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
24
Increased
82
Reduced
78
Closed
22
Calls
$25.2M
Puts
$13M
Net Calls
+$12.2M
Net Calls Change
-$20.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74.4M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$76.7M
3
Invesco
Invesco
Georgia
$586M
4
VAM
Vontobel Asset Management
New York
$642M
5
TIM
Thornburg Investment Management
New Mexico
$80.5M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$1.04B
2
Morgan Stanley
Morgan Stanley
New York
$213M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$424M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
201
Reilly Financial Advisors
California
$18K – – –
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$17K -$708 -8 -4%
PCG
203
Private Capital Group
Connecticut
$14K +$2.85K +33 +26%
GEA
204
Glen Eagle Advisors
New Jersey
$13.2K – – –
LIA
205
LS Investment Advisors
Michigan
$8K – – –
GWM
206
Geneos Wealth Management
Colorado
$7K +$4.22K +50 +152%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$6K -$6.86K -80 -53%
LFA
208
Legacy Financial Advisors
Kentucky
$6K – – –
HR
209
Howe & Rusling
New York
$6K – – –
RE
210
RBC Europe
United Kingdom
$5.62K – – –
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$3.85K -40 -43%
LWM
212
Lenox Wealth Management
Ohio
$5K +$5K +62 New
BBA
213
Braun-Bostich & Associates
Pennsylvania
$4K – – –
ACS
214
Archford Capital Strategies
Illinois
$4K +$1.36K +15 +52%
ST
215
Sageworth Trust
Pennsylvania
$4K +$4K +50 New
VFA
216
Valeo Financial Advisors
Indiana
$3K – – –
IFAM
217
Institutional & Family Asset Management
Colorado
$3K +$385 +5 +15%
LF
218
Lee Financial
Texas
$3K +$3K +36 New
FGAM
219
Financial Gravity Asset Management
Texas
$2K -$857 -9 -30%
GAM
220
Gemmer Asset Management
California
$2K +$1.04K +13 +108%
CFD
221
Creative Financial Designs
Indiana
$1K – – –
JCM
222
Jacobi Capital Management
Pennsylvania
$1K – – –
WWM
223
Wagner Wealth Management
South Carolina
$1K – – –
UBS AM
224
UBS AM
Illinois
$88 -$2.55K -29 -97%
IUHSA
225
Itau Unibanco Holding S.A.
Brazil
– -$34.1M -372,849 Closed
6 7 8
9
10