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Fomento Económico Mexicano

228 hedge funds and large institutions have $7.34B invested in Fomento Económico Mexicano in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $9.04M | Put options by funds: $4.47M

17% more capital invested

Capital invested by funds: $6.26B → $7.34B (+$1.08B)

0.04% more ownership

Funds ownership: 3.78%3.82% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

4% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 83

3% less funds holding

Funds holding: 234228 (-6)

Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
31
Increased
80
Reduced
83
Closed
32
Calls
$9.04M
Puts
$4.47M
Net Calls
+$4.57M
Net Calls Change
-$891K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Aberdeen Asset Management
United Kingdom
$1.57B -$4.73M -58,055 -0.3%
VAM
2
Vontobel Asset Management
New York
$866M -$92.7M -1,138,616 -11%
Invesco
3
Invesco
Georgia
$578M +$69.2M +849,570 +15%
Credit Agricole
4
Credit Agricole
France
$342M -$15.2M -187,000 -5%
Morgan Stanley
5
Morgan Stanley
New York
$285M -$17.5M -214,389 -6%
CGI
6
Comgest Global Investors
France
$261M +$11.3M +138,800 +5%
O
7
OppenheimerFunds
New York
$242M +$3.95M +48,486 +2%
Fidelity International
8
Fidelity International
Bermuda
$208M +$25.2M +309,600 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$196M -$31.8M -390,737 -15%
Wells Fargo
10
Wells Fargo
California
$193M -$4.11M -50,502 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$175M -$4.21M -51,641 -3%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$127M +$85.9M +1,054,253 +302%
Artisan Partners
13
Artisan Partners
Wisconsin
$124M +$3.75M +46,083 +3%
SCM
14
Somerset Capital Management
United Kingdom
$124M -$792K -9,724 -0.7%
BlackRock
15
BlackRock
New York
$119M +$109M +1,340,418 New
CAM
16
CGOV Asset Management
Ontario, Canada
$91.4M -$1.08M -13,281 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$83.7M -$10.4M -128,244 -12%
Norges Bank
18
Norges Bank
Norway
$75.7M
HL
19
Harding Loevner
New Jersey
$69.3M +$1.77M +21,700 +3%
WHG
20
Westwood Holdings Group
Texas
$67.2M +$12.1M +149,157 +24%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$62.1M -$9.58M -117,655 -14%
AI
22
Axiom Investors
Connecticut
$53.2M +$5.39M +66,207 +12%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$50.8M +$2.22M +27,233 +5%
SGA
24
Sustainable Growth Advisers
Connecticut
$49.8M +$18.9M +232,525 +70%
Ameriprise
25
Ameriprise
Minnesota
$47.9M -$12.5M -153,103 -22%

FMX Hedge Fund Activity: Q1 2017 in Review

228 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2017, worth a combined $7.34B — up 17% from $6.26B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FMX and 31 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, opening a new position worth an estimated $109M. The largest seller was Vontobel Asset Management, cutting an estimated $92.7M.

  • 228 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2017, down from 234 in Q4 2016.
  • Funds reported $7.34B of Fomento Económico Mexicano stock for Q1 2017, up 17% quarter-over-quarter.
  • 31 funds opened new Fomento Económico Mexicano positions in Q1 2017 and 32 closed out, a net change of -1 holder.
  • The largest Fomento Económico Mexicano buyer in Q1 2017 was BlackRock, an estimated $109M added.
  • The largest Fomento Económico Mexicano seller in Q1 2017 was Vontobel Asset Management, an estimated $92.7M sold.

Based on aggregated 13F filings for Q1 2017.