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Fomento Económico Mexicano

219 hedge funds and large institutions have $7.58B invested in Fomento Económico Mexicano in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.13% less ownership

Funds ownership: 3.74%3.62% (-0.13%)

1% less funds holding

Funds holding: 221219 (-2)

3% less capital invested

Capital invested by funds: $7.84B → $7.58B (-$258M)

9% less call options, than puts

Call options by funds: $9.56M | Put options by funds: $10.6M

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
28
Increased
64
Reduced
87
Closed
27
Calls
$9.56M
Puts
$10.6M
Net Calls
-$992K
Net Calls Change
+$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Aberdeen Asset Management
United Kingdom
$2.69B +$116M +1,235,823 +5%
VAM
2
Vontobel Asset Management
New York
$581M -$20.2M -214,650 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$410M +$12.8M +135,873 +3%
Wells Fargo
4
Wells Fargo
California
$240M +$49.8M +529,827 +28%
Morgan Stanley
5
Morgan Stanley
New York
$203M -$11.3M -120,681 -6%
O
6
OppenheimerFunds
New York
$196M -$9.89M -105,150 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$186M -$48.6M -516,550 -21%
Invesco
8
Invesco
Georgia
$168M -$188K -1,996 -0.1%
BG
9
BlackRock Group
United Kingdom
$142M -$67.9M -722,330 -33%
Norges Bank
10
Norges Bank
Norway
$138M
UBS AM
11
UBS AM
Illinois
$134M -$8.78M -93,400 -6%
MC
12
Maverick Capital
Texas
$111M +$6.26M +66,536 +6%
RFC
13
Russell Frank Company
Washington
$94.5M -$18.6M -197,889 -16%
Fidelity International
14
Fidelity International
Bermuda
$94.1M -$6.56M -69,802 -7%
JP Morgan Chase
15
JP Morgan Chase
New York
$83.6M -$12.3M -130,993 -13%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$81M -$140M -1,492,300 -64%
BIT
17
BlackRock Institutional Trust
California
$75M +$68.8M +731,480 +2,070%
Ameriprise
18
Ameriprise
Minnesota
$75M -$15.1M -160,323 -17%
Credit Agricole
19
Credit Agricole
France
$69.6M -$13.6M -144,161 -17%
Macquarie Group
20
Macquarie Group
Australia
$69.2M -$2.16M -22,948 -3%
BA
21
BlackRock Advisors
Delaware
$68.4M -$42.2M -448,386 -39%
HL
22
Harding Loevner
New Jersey
$61M +$7.43M +78,970 +15%
JFL
23
Jarislowsky, Fraser Ltd
Quebec, Canada
$60.5M +$5.84M +62,109 +11%
Goldman Sachs
24
Goldman Sachs
New York
$57M +$14.9M +158,415 +37%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$56.1M +$517K +5,500 +1%

FMX Hedge Fund Activity: Q4 2013 in Review

219 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2013, worth a combined $7.58B — down 3.3% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FMX positions and 27 closed out — a net gain of 1 holder — while 64 added to existing stakes and 87 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $116M. The largest seller was Schroder Investment Management Group, cutting an estimated $140M.

  • 219 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2013, down from 221 in Q3 2013.
  • Funds reported $7.58B of Fomento Económico Mexicano stock for Q4 2013, down 3.3% quarter-over-quarter.
  • 28 funds opened new Fomento Económico Mexicano positions in Q4 2013 and 27 closed out, a net change of +1 holder.
  • The largest Fomento Económico Mexicano buyer in Q4 2013 was Aberdeen Asset Management, an estimated $116M added.
  • The largest Fomento Económico Mexicano seller in Q4 2013 was Schroder Investment Management Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2013.