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Fomento Económico Mexicano

229 hedge funds and large institutions have $7.12B invested in Fomento Económico Mexicano in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $910K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

7% more funds holding

Funds holding: 215229 (+14)

1% more capital invested

Capital invested by funds: $7.04B → $7.12B (+$83.6M)

0.49% more ownership

Funds ownership: 3.65%4.14% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
6.39%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
78
Reduced
81
Closed
12
Calls
$4.93M
Puts
$910K
Net Calls
+$4.02M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Aberdeen Asset Management
United Kingdom
$2.01B -$220M -2,469,415 -10%
VAM
2
Vontobel Asset Management
New York
$837M +$42.4M +476,500 +5%
Morgan Stanley
3
Morgan Stanley
New York
$380M +$2.02M +22,667 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$340M -$34.3M -386,115 -9%
CGI
5
Comgest Global Investors
France
$260M +$6.1M +68,600 +2%
Wells Fargo
6
Wells Fargo
California
$231M -$10.6M -118,961 -4%
Invesco
7
Invesco
Georgia
$229M +$2.37M +26,689 +1%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$151M +$90.7M +1,019,553 +151%
SCM
9
Somerset Capital Management
United Kingdom
$110M +$11.9M +133,561 +12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$107M +$3.54M +39,777 +3%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$102M +$102M +1,142,944 New
Norges Bank
12
Norges Bank
Norway
$101M -$6.02M -67,659 -6%
O
13
OppenheimerFunds
New York
$97.3M +$831M +9,343,204 +600%
Ameriprise
14
Ameriprise
Minnesota
$95.9M +$2.85M +32,020 +3%
BG
15
BlackRock Group
United Kingdom
$92.2M -$3.19M -35,913 -3%
UBS AM
16
UBS AM
Illinois
$88.6M +$14.8M +166,800 +20%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$81.6M +$43.3M +486,493 +114%
RFC
18
Russell Frank Company
Washington
$69.4M -$10.9M -122,485 -14%
AI
19
Axiom Investors
Connecticut
$67.5M +$12.4M +139,985 +23%
APG Asset Management
20
APG Asset Management
Netherlands
$67.4M -$1.39M -15,600 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$65.5M -$1.66M -18,674 -2%
JFL
22
Jarislowsky, Fraser Ltd
Quebec, Canada
$63.4M +$1.2M +13,535 +2%
UIM
23
USS Investment Management
United Kingdom
$59.2M +$8.45M +95,000 +17%
WHG
24
Westwood Holdings Group
Texas
$55.2M -$2.76M -31,088 -5%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$54M +$53.5M +601,797 +19,413%

FMX Hedge Fund Activity: Q3 2015 in Review

229 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2015, worth a combined $7.12B — up 1.2% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMX positions and 12 closed out — a net gain of 15 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $831M. The largest seller was Aberdeen Asset Management, cutting an estimated $220M.

  • 229 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2015, up from 215 in Q2 2015.
  • Funds reported $7.12B of Fomento Económico Mexicano stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 27 funds opened new Fomento Económico Mexicano positions in Q3 2015 and 12 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2015 was OppenheimerFunds, an estimated $831M added.
  • The largest Fomento Económico Mexicano seller in Q3 2015 was Aberdeen Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2015.