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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.43B invested in Fomento Económico Mexicano in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.01B → $7.43B (+$425M)

0.22% more ownership

Funds ownership: 3.5%3.72% (+0.22%)

3% less funds holding

Funds holding: 236228 (-8)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

40% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $42.6M

Holders
228
Holders Change
-8
Holders Change %
-3.39%
% of All Funds
6.08%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
24
Increased
70
Reduced
87
Closed
29
Calls
$25.7M
Puts
$42.6M
Net Calls
-$16.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Aberdeen Asset Management
United Kingdom
$1.68B +$104M +1,129,787 +7%
VAM
2
Vontobel Asset Management
New York
$716M +$56.9M +617,940 +9%
Credit Agricole
3
Credit Agricole
France
$432M +$80M +868,000 +23%
Morgan Stanley
4
Morgan Stanley
New York
$380M +$21M +228,021 +6%
Invesco
5
Invesco
Georgia
$326M +$72.8M +789,930 +29%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$271M -$16.2M -176,096 -6%
Fidelity International
7
Fidelity International
Bermuda
$269M -$79.8M -866,278 -23%
CGI
8
Comgest Global Investors
France
$249M -$11.4M -123,700 -4%
JP Morgan Chase
9
JP Morgan Chase
New York
$224M +$111M +1,207,026 +99%
Wells Fargo
10
Wells Fargo
California
$213M +$3.09M +33,518 +1%
O
11
OppenheimerFunds
New York
$135M +$135M +1,462,419 New
SCM
12
Somerset Capital Management
United Kingdom
$126M +$9.71M +105,354 +8%
Goldman Sachs
13
Goldman Sachs
New York
$96M +$75M +813,960 +355%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$90.1M -$4.82M -52,337 -5%
Ameriprise
15
Ameriprise
Minnesota
$89.6M -$267K -2,892 -0.3%
BG
16
BlackRock Group
United Kingdom
$88.6M -$3.93M -42,599 -4%
CAM
17
CGOV Asset Management
Ontario, Canada
$83.8M +$64M +694,147 New
EA
18
Emerald Acquisition
Washington
$82.5M +$7.56M +82,047 +10%
Artisan Partners
19
Artisan Partners
Wisconsin
$81.5M +$13.3M +144,483 +19%
Norges Bank
20
Norges Bank
Norway
$78.9M -$9.65M -104,720 -10%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$67.8M -$39.6M -429,899 -37%
HL
22
Harding Loevner
New Jersey
$65.9M +$4.43M +48,023 +7%
AI
23
Axiom Investors
Connecticut
$65.8M -$2.67M -28,989 -4%
APG Asset Management
24
APG Asset Management
Netherlands
$55.3M -$7.65M -83,000 -12%
WHG
25
Westwood Holdings Group
Texas
$54.3M -$338K -3,673 -0.6%

FMX Hedge Fund Activity: Q3 2016 in Review

228 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2016, worth a combined $7.43B — up 6.1% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMX and 24 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 70 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, cutting an estimated $95.9M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2016, down from 236 in Q2 2016.
  • Funds reported $7.43B of Fomento Económico Mexicano stock for Q3 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new Fomento Económico Mexicano positions in Q3 2016 and 29 closed out, a net change of -5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2016 was OppenheimerFunds, an estimated $135M added.
  • The largest Fomento Económico Mexicano seller in Q3 2016 was Arrowstreet Capital, an estimated $95.9M sold.

Based on aggregated 13F filings for Q3 2016.