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Fomento Económico Mexicano

215 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $1.62M

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 3.64%3.65% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less capital invested

Capital invested by funds: $7.36B → $7.04B (-$324M)

2% less funds holding

Funds holding: 220215 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
5.79%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
19
Increased
76
Reduced
73
Closed
23
Calls
$4.31M
Puts
$1.62M
Net Calls
+$2.69M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Aberdeen Asset Management
United Kingdom
$2.23B -$89.1M -960,773 -4%
VAM
2
Vontobel Asset Management
New York
$786M +$26.5M +285,655 +3%
Morgan Stanley
3
Morgan Stanley
New York
$377M +$5.1M +54,967 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$373M -$7.93M -85,467 -2%
CGI
5
Comgest Global Investors
France
$253M +$10.5M +113,600 +4%
Wells Fargo
6
Wells Fargo
California
$241M -$8.95M -96,471 -3%
Invesco
7
Invesco
Georgia
$226M +$6.32M +68,162 +3%
O
8
OppenheimerFunds
New York
$139M +$1.86M +20,090 +1%
Norges Bank
9
Norges Bank
Norway
$107M -$15M -161,335 -12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$103M -$705K -7,600 -0.7%
SCM
11
Somerset Capital Management
United Kingdom
$98M +$9.53M +102,764 +10%
BG
12
BlackRock Group
United Kingdom
$95.3M -$6.51M -70,164 -6%
Ameriprise
13
Ameriprise
Minnesota
$92.9M +$5.44M +58,663 +6%
RFC
14
Russell Frank Company
Washington
$80.2M +$2.59M +27,928 +3%
UBS AM
15
UBS AM
Illinois
$73.6M +$1.18M +12,700 +2%
APG Asset Management
16
APG Asset Management
Netherlands
$68.7M +$3.06M +33,000 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$67.1M -$6.4M -68,986 -8%
JFL
18
Jarislowsky, Fraser Ltd
Quebec, Canada
$62.1M -$3.02M -32,570 -4%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$60.2M -$47.6M -513,193 -43%
Fidelity International
20
Fidelity International
Bermuda
$58.6M -$12.2M -131,068 -17%
WHG
21
Westwood Holdings Group
Texas
$57.9M +$2.88M +31,012 +5%
AI
22
Axiom Investors
Connecticut
$54.9M +$17.2M +185,406 +43%
Macquarie Group
23
Macquarie Group
Australia
$53.8M -$245K -2,644 -0.4%
William Blair & Company
24
William Blair & Company
Illinois
$52.8M +$55M +593,172 New
UIM
25
USS Investment Management
United Kingdom
$50.7M +$3.06M +33,000 +6%

FMX Hedge Fund Activity: Q2 2015 in Review

215 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2015, worth a combined $7.04B — down 4.4% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FMX and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 76 added.

The largest buyer was William Blair & Company, opening a new position worth an estimated $55M. The largest seller was Aberdeen Asset Management, cutting an estimated $89.1M.

  • 215 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2015, down from 220 in Q1 2015.
  • Funds reported $7.04B of Fomento Económico Mexicano stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q2 2015 and 23 closed out, a net change of -4 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2015 was William Blair & Company, an estimated $55M added.
  • The largest Fomento Económico Mexicano seller in Q2 2015 was Aberdeen Asset Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q2 2015.