We are live on ! Find out more
FMX icon

Fomento Económico Mexicano

217 hedge funds and large institutions have $7.39B invested in Fomento Económico Mexicano in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

2% more funds holding

Funds holding: 212217 (+5)

0.04% less ownership

Funds ownership: 3.61%3.57% (-0.04%)

4% less capital invested

Capital invested by funds: $7.7B → $7.39B (-$315M)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

92% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $16.9M

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
5.41%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
22
Increased
71
Reduced
75
Closed
12
Calls
$1.4M
Puts
$16.9M
Net Calls
-$15.5M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
1
Aberdeen Group
United Kingdom
$1.6B +$1.66B +16,708,523 New
VAM
2
Vontobel Asset Management
New York
$907M +$15M +151,034 +2%
Invesco
3
Invesco
Georgia
$583M -$43.1M -432,977 -7%
Morgan Stanley
4
Morgan Stanley
New York
$291M +$1.27M +12,726 +0.4%
CGI
5
Comgest Global Investors
France
$288M +$10.3M +103,163 +4%
O
6
OppenheimerFunds
New York
$260M -$846K -8,490 -0.3%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$206M +$67.1M +673,736 +46%
Fidelity International
8
Fidelity International
Bermuda
$201M -$25.7M -258,214 -11%
Wells Fargo
9
Wells Fargo
California
$193M -$6.85M -68,722 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$179M -$1.88M -18,844 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$177M -$18.1M -182,088 -9%
Artisan Partners
12
Artisan Partners
Wisconsin
$144M +$2.7M +27,059 +2%
SCM
13
Somerset Capital Management
United Kingdom
$131M -$404K -4,051 -0.3%
BlackRock
14
BlackRock
New York
$98.8M +$5.43M +54,484 +6%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$98.1M -$6.02M -60,461 -6%
HL
16
Harding Loevner
New Jersey
$96.3M +$855K +8,585 +0.9%
CBOA
17
Commonwealth Bank of Australia
Australia
$89.6M +$3.41M +34,194 +4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$86M -$7.92M -79,475 -8%
Capital World Investors
19
Capital World Investors
California
$79.1M +$34.6M +347,111 +72%
WHG
20
Westwood Holdings Group
Texas
$73.3M -$454K -4,555 -0.6%
Norges Bank
21
Norges Bank
Norway
$70.9M -$5.78M -58,018 -7%
CAM
22
CGOV Asset Management
Ontario, Canada
$68.1M -$4.92M -49,371 -8%
AI
23
Axiom Investors
Connecticut
$58.2M +$923K +9,263 +2%
SGA
24
Sustainable Growth Advisers
Connecticut
$57M -$1.48M -14,825 -2%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$55.4M +$7.29M +73,209 +14%

FMX Hedge Fund Activity: Q3 2017 in Review

217 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2017, worth a combined $7.39B — down 4.1% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMX positions and 12 closed out — a net gain of 10 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $67.1M. The largest seller was Invesco, cutting an estimated $43.1M.

  • 217 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2017, up from 212 in Q2 2017.
  • Funds reported $7.39B of Fomento Económico Mexicano stock for Q3 2017, down 4.1% quarter-over-quarter.
  • 22 funds opened new Fomento Económico Mexicano positions in Q3 2017 and 12 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2017 was Schroder Investment Management Group, an estimated $67.1M added.
  • The largest Fomento Económico Mexicano seller in Q3 2017 was Invesco, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2017.