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Fomento Económico Mexicano

238 hedge funds and large institutions have $7.06B invested in Fomento Económico Mexicano in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.38M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $6.32B → $7.06B (+$743M)

3% more funds holding

Funds holding: 230238 (+8)

0.02% less ownership

Funds ownership: 3.33%3.3% (-0.02%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

18% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 82

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
32
Increased
67
Reduced
82
Closed
22
Calls
$17.6M
Puts
$3.38M
Net Calls
+$14.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$28K
CCM
202
Covington Capital Management
California
$24K
RFA
203
Reilly Financial Advisors
California
$20K
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$20K +$770 +8 +4%
ST
205
Sageworth Trust
Pennsylvania
$20K +$14.4K +150 +300%
PCG
206
Private Capital Group
Connecticut
$16K
GEA
207
Glen Eagle Advisors
New Jersey
$14.8K
WC
208
Whitney & Co
New York
$12K +$13.1K +136 New
TC
209
Truvestments Capital
Florida
$10K +$9.34K +97 New
LIA
210
LS Investment Advisors
Michigan
$9K
WSTAM
211
Wilbanks Smith & Thomas Asset Management
Virginia
$8K +$7.51K +78 New
Lazard Asset Management
212
Lazard Asset Management
New York
$8K +$8.67K +90 New
HR
213
Howe & Rusling
New York
$7K
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$7K
BL
215
Balentine LLC
Georgia
$7K +$6.36K +66 New
QCG
216
Quadrant Capital Group
Ohio
$7K +$6.84K +71 New
RE
217
RBC Europe
United Kingdom
$6.33K
LFA
218
Legacy Financial Advisors
Kentucky
$6K
BBA
219
Braun-Bostich & Associates
Pennsylvania
$5K
EFSCE
220
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
SF
221
Synovus Financial
Georgia
$5K +$4.72K +49 New
LWM
222
Lenox Wealth Management
Ohio
$5K +$33K +343 +553%
ACS
223
Archford Capital Strategies
Illinois
$4K
IFAM
224
Institutional & Family Asset Management
Colorado
$4K
GWM
225
Geneos Wealth Management
Colorado
$3K -$4.82K -50 -60%

FMX Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2018, worth a combined $7.06B — up 12% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMX positions and 22 closed out — a net gain of 10 holders — while 67 added to existing stakes and 82 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $217M. The largest seller was Aberdeen Group, cutting an estimated $218M.

  • 238 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2018, up from 230 in Q2 2018.
  • Funds reported $7.06B of Fomento Económico Mexicano stock for Q3 2018, up 12% quarter-over-quarter.
  • 32 funds opened new Fomento Económico Mexicano positions in Q3 2018 and 22 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2018 was Schroder Investment Management Group, an estimated $217M added.
  • The largest Fomento Económico Mexicano seller in Q3 2018 was Aberdeen Group, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2018.