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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Barrett Asset Management
New York
$26K
AWA
202
Arkadios Wealth Advisors
Georgia
$26K +$15.2K +177 +137%
JEST
203
JTC Employer Solutions Trustee
Jersey
$22K
CFGS
204
Concourse Financial Group Securities
Alabama
$21K
LC
205
Lindbrook Capital
California
$21K +$1.89K +22 +10%
SWM
206
Spire Wealth Management
Virginia
$20K -$7.14K -83 -27%
CIA
207
Cascade Investment Advisors
Oregon
$17.3K
Group One Trading
208
Group One Trading
Illinois
$17K -$29K -337 -63%
POIA
209
Pin Oak Investment Advisors
Texas
$17K
RFA
210
Reilly Financial Advisors
California
$17K
GWS
211
Glassman Wealth Services
Virginia
$16K -$86 -1 -0.6%
CFA
212
Carroll Financial Associates
North Carolina
$15K
HNB
213
Huntington National Bank
Ohio
$15K +$1.46K +17 +11%
WWM
214
Wolff Wiese Magana
California
$12K
FPS
215
Fieldpoint Private Securities
Connecticut
$11K +$1.98K +23 +23%
FCA
216
FinTrust Capital Advisors
South Carolina
$9K
FP
217
Financial Perspectives
Minnesota
$8.67K
HPC
218
HM Payson & Co
Maine
$7K
AIA
219
AGF Investments America
Ontario, Canada
$5K
AL
220
ADE LLC
Maryland
$4K
AAP
221
Arax Advisory Partners
Colorado
$4K
JWM
222
Janiczek Wealth Management
Colorado
$4K
BCA
223
Berman Capital Advisors
Georgia
$4K +$1.46K +17 +55%
AG
224
Ashmore Group
United Kingdom
$3.25K -$13.5K -157 -0.4%
Bessemer Group
225
Bessemer Group
New Jersey
$3K

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.