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Fomento Económico Mexicano

224 hedge funds and large institutions have $7.05B invested in Fomento Económico Mexicano in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $6.83M

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

2% more funds holding

Funds holding: 220224 (+4)

0.05% less ownership

Funds ownership: 3.54%3.49% (-0.05%)

1% less capital invested

Capital invested by funds: $7.12B → $7.05B (-$72.2M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

25% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 81

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
6.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
26
Increased
61
Reduced
81
Closed
20
Calls
$11.4M
Puts
$6.83M
Net Calls
+$4.58M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Aberdeen Asset Management
United Kingdom
$2.45B -$106M -1,113,184 -4%
VAM
2
Vontobel Asset Management
New York
$547M +$12.8M +135,000 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$391M -$3.22M -33,933 -0.8%
Wells Fargo
4
Wells Fargo
California
$261M +$5.98M +62,993 +2%
Norges Bank
5
Norges Bank
Norway
$255M +$124M +1,307,160 +93%
Morgan Stanley
6
Morgan Stanley
New York
$254M -$31.1M -327,491 -11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$185M +$26.3M +277,103 +16%
O
8
OppenheimerFunds
New York
$181M -$5.39M -56,794 -3%
Invesco
9
Invesco
Georgia
$175M -$1.04M -10,954 -0.6%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$147M +$49.7M +524,028 +50%
UBS AM
11
UBS AM
Illinois
$112M -$4.1M -43,200 -3%
Ameriprise
12
Ameriprise
Minnesota
$96.7M +$13.4M +141,349 +16%
TIM
13
Thornburg Investment Management
New Mexico
$94.2M +$13.1M +138,342 +16%
BG
14
BlackRock Group
United Kingdom
$89.8M -$2.88M -30,315 -3%
RFC
15
Russell Frank Company
Washington
$89.7M -$2.9M -30,593 -3%
Fidelity International
16
Fidelity International
Bermuda
$86.3M -$1.81M -19,081 -2%
APG Asset Management
17
APG Asset Management
Netherlands
$74.2M +$8.17M +86,100 +12%
HL
18
Harding Loevner
New Jersey
$70.5M +$6.1M +64,300 +9%
JFL
19
Jarislowsky, Fraser Ltd
Quebec, Canada
$68M -$1.79M -18,849 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$66.3M -$1.61M -17,020 -2%
Macquarie Group
21
Macquarie Group
Australia
$64.7M -$3.8M -40,047 -5%
Credit Agricole
22
Credit Agricole
France
$52.8M +$493K +5,199 +0.9%
IG
23
ING Group
Netherlands
$50.9M +$2.32M +24,491 +5%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$45.2M -$7.3M -76,900 -14%
UIM
25
USS Investment Management
United Kingdom
$45M

FMX Hedge Fund Activity: Q2 2014 in Review

224 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2014, worth a combined $7.05B — down 1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FMX positions and 20 closed out — a net gain of 6 holders — while 61 added to existing stakes and 81 trimmed.

The largest buyer was Norges Bank, adding an estimated $124M. The largest seller was Aberdeen Asset Management, cutting an estimated $106M.

  • 224 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2014, up from 220 in Q1 2014.
  • Funds reported $7.05B of Fomento Económico Mexicano stock for Q2 2014, down 1% quarter-over-quarter.
  • 26 funds opened new Fomento Económico Mexicano positions in Q2 2014 and 20 closed out, a net change of +6 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2014 was Norges Bank, an estimated $124M added.
  • The largest Fomento Económico Mexicano seller in Q2 2014 was Aberdeen Asset Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2014.