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Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
201
Financial Perspectives
Minnesota
$7.58K
FPS
202
Fieldpoint Private Securities
Connecticut
$7K +$6.02K +90 New
TRCT
203
Tower Research Capital (TRC)
New York
$6K -$275K -4,107 -98%
HPC
204
HM Payson & Co
Maine
$6K +$3.61K +54 +225%
ASN
205
Advisory Services Network
Georgia
$5K -$3.48K -52 -42%
JWM
206
Janiczek Wealth Management
Colorado
$5K +$4.48K +67 New
RE
207
RBC Europe
United Kingdom
$4.85K
AIA
208
AGF Investments America
Ontario, Canada
$4K -$134 -2 -4%
AAP
209
Arax Advisory Partners
Colorado
$4K
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.81K +27 +104%
PCG
211
Private Capital Group
Connecticut
$3K
AG
212
Ashmore Group
United Kingdom
$2.5K +$826K +12,356 +60%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$3.48K -52 -68%
EW
214
Evoke Wealth
California
$2K
VanEck Associates
215
VanEck Associates
New York
$2K
PWPS
216
Pinnacle Wealth Planning Services
Ohio
$2K +$1.41K +21 New
ICP
217
Interchange Capital Partners
Pennsylvania
$2K +$2.34K +35 New
GWM
218
Geneos Wealth Management
Colorado
$2K +$4.62K +69 +209%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$1K
CFD
220
Creative Financial Designs
Indiana
$1K
HCP
221
Hexagon Capital Partners
Arkansas
$1K
JCM
222
Jacobi Capital Management
Pennsylvania
$1K
SCM
223
Somerset Capital Management
United Kingdom
-$28.3M -505,816 Closed
Voloridge Investment Management
224
Voloridge Investment Management
Florida
-$5.71M -101,629 Closed
Boston Partners
225
Boston Partners
Massachusetts
-$3.18M -56,531 Closed

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.