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Fomento Económico Mexicano

230 hedge funds and large institutions have $6.32B invested in Fomento Económico Mexicano in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $13M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

0.04% more ownership

Funds ownership: 3.29%3.33% (+0.04%)

0% less funds holding

Funds holding: 231230 (-1)

3% less capital invested

Capital invested by funds: $6.5B → $6.32B (-$184M)

Holders
230
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.27%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
24
Increased
84
Reduced
78
Closed
22
Calls
$25.2M
Puts
$13M
Net Calls
+$12.2M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$25K -$7.95K -90 -24%
CCM
202
Covington Capital Management
California
$21K
RFA
203
Reilly Financial Advisors
California
$18K
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$17K -$706 -8 -4%
PCG
205
Private Capital Group
Connecticut
$14K +$2.91K +33 +26%
GEA
206
Glen Eagle Advisors
New Jersey
$13.2K
LIA
207
LS Investment Advisors
Michigan
$8K
GWM
208
Geneos Wealth Management
Colorado
$7K +$4.42K +50 +152%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$6K -$7.06K -80 -53%
HR
210
Howe & Rusling
New York
$6K
LFA
211
Legacy Financial Advisors
Kentucky
$6K
RE
212
RBC Europe
United Kingdom
$5.62K
EFSCE
213
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$3.53K -40 -43%
LWM
214
Lenox Wealth Management
Ohio
$5K +$5.47K +62 New
BBA
215
Braun-Bostich & Associates
Pennsylvania
$4K
ACS
216
Archford Capital Strategies
Illinois
$4K +$1.32K +15 +52%
ST
217
Sageworth Trust
Pennsylvania
$4K +$4.42K +50 New
VFA
218
Valeo Financial Advisors
Indiana
$3K
IFAM
219
Institutional & Family Asset Management
Colorado
$3K +$442 +5 +15%
LF
220
Lee Financial
Texas
$3K +$3.18K +36 New
FGAM
221
Financial Gravity Asset Management
Texas
$2K -$795 -9 -30%
GAM
222
Gemmer Asset Management
California
$2K +$1.15K +13 +108%
CFD
223
Creative Financial Designs
Indiana
$1K
JCM
224
Jacobi Capital Management
Pennsylvania
$1K
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$1K

FMX Hedge Fund Activity: Q2 2018 in Review

230 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2018, worth a combined $6.32B — down 2.8% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FMX positions and 22 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $68.6M. The largest seller was Aberdeen Group, cutting an estimated $116M.

  • 230 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2018, down from 231 in Q1 2018.
  • Funds reported $6.32B of Fomento Económico Mexicano stock for Q2 2018, down 2.8% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q2 2018 and 22 closed out, a net change of +2 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2018 was Royal Bank of Canada, an estimated $68.6M added.
  • The largest Fomento Económico Mexicano seller in Q2 2018 was Aberdeen Group, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2018.