We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

230 hedge funds and large institutions have $4.21B invested in Fomento Económico Mexicano in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $5.78M | Put options by funds: $2.21M

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

4% more capital invested

Capital invested by funds: $4.07B → $4.21B (+$142M)

0.03% more ownership

Funds ownership: 3.11%3.14% (+0.03%)

1% less funds holding

Funds holding: 232230 (-2)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
33
Increased
84
Reduced
75
Closed
34
Calls
$5.78M
Puts
$2.21M
Net Calls
+$3.57M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$9.3K
EFSCE
202
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$891 +14 +11%
FCA
203
FinTrust Capital Advisors
South Carolina
$7K +$3.38K +53 +82%
FP
204
Financial Perspectives
Minnesota
$6.2K
AIM
205
Anchor Investment Management
South Carolina
$6.2K +$6.37K +100 New
PB
206
Pinnacle Bancorp
Nebraska
$6K
PCG
207
Private Capital Group
Connecticut
$5K -$1.08K -17 -18%
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$64 +1 +1%
AIA
209
AGF Investments America
Ontario, Canada
$4K
GWS
210
Glassman Wealth Services
Virginia
$4K +$3.95K +62 New
RE
211
RBC Europe
United Kingdom
$3.97K
BCA
212
Berman Capital Advisors
Georgia
$3K -$637 -10 -17%
AAP
213
Arax Advisory Partners
Colorado
$3K
BBA
214
Braun-Bostich & Associates
Pennsylvania
$3K
EW
215
Evoke Wealth
California
$3K
ST
216
Sageworth Trust
Pennsylvania
$3K
VFA
217
Valeo Financial Advisors
Indiana
$3K +$1.08K +17 +63%
PA
218
Procyon Advisors
Connecticut
$2K -$573 -9 -24%
GRP
219
Global Retirement Partners
California
$2K -$509 -8 -21%
GWM
220
Geneos Wealth Management
Colorado
$2K
VanEck Associates
221
VanEck Associates
New York
$2K
LWM
222
Lenox Wealth Management
Ohio
$2K +$318 +5 +13%
NG
223
NWK Group
California
$2K +$2.04K +32 New
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.04K -32 -70%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1K

FMX Hedge Fund Activity: Q2 2020 in Review

230 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2020, worth a combined $4.21B — up 3.5% from $4.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FMX and 33 opened new positions — a net loss of 1 holder — while 75 trimmed existing stakes and 84 added.

The largest buyer was First Eagle Investment Management, adding an estimated $156M. The largest seller was Vontobel Asset Management, cutting an estimated $137M.

  • 230 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2020, down from 232 in Q1 2020.
  • Funds reported $4.21B of Fomento Económico Mexicano stock for Q2 2020, up 3.5% quarter-over-quarter.
  • 33 funds opened new Fomento Económico Mexicano positions in Q2 2020 and 34 closed out, a net change of -1 holder.
  • The largest Fomento Económico Mexicano buyer in Q2 2020 was First Eagle Investment Management, an estimated $156M added.
  • The largest Fomento Económico Mexicano seller in Q2 2020 was Vontobel Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2020.