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Fomento Económico Mexicano
FMX

232 hedge funds and large institutions have $6.93B invested in Fomento Económico Mexicano in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.12M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

7% more funds holding

Funds holding: 217 → 232 (+15)

0.16% less ownership

Funds ownership: 3.57% → 3.41% (-0.16%)

6% less capital invested

Capital invested by funds: $7.39B → $6.93B (-$459M)

26% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 84

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
44
Increased
62
Reduced
84
Closed
27
Calls
$11.2M
Puts
$3.12M
Net Calls
+$8.12M
Net Calls Change
+$23.7M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$283M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$59.1M
3
CGI
Comgest Global Investors
France
+$57.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$39.1M
5
CFM
Coronation Fund Managers
South Africa
+$37M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$177M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$166M
3
Artisan Partners
Artisan Partners
Wisconsin
-$144M
4
Fidelity International
Fidelity International
Bermuda
-$110M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$98.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aberdeen Group
1
Aberdeen Group
United Kingdom
$1.4B -$166M -1,822,100 -11%
VAM
2
Vontobel Asset Management
New York
$810M -$77.7M -851,087 -9%
Invesco
3
Invesco
Georgia
$579M +$6.1M +66,887 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$466M +$283M +3,096,147 +166%
CGI
5
Comgest Global Investors
France
$342M +$57.5M +630,500 +21%
Morgan Stanley
6
Morgan Stanley
New York
$302M +$15.9M +173,777 +6%
O
7
OppenheimerFunds
New York
$254M -$2.19M -24,020 -0.9%
Wells Fargo
8
Wells Fargo
California
$189M -$355K -3,896 -0.2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$166M -$7.73M -84,745 -5%
SCM
10
Somerset Capital Management
United Kingdom
$124M -$4.63M -50,797 -4%
CBOA
11
Commonwealth Bank of Australia
Australia
$108M +$15.1M +165,744 +17%
HL
12
Harding Loevner
New Jersey
$94.7M -$21K -230 -0%
BlackRock
13
BlackRock
New York
$93.9M -$3.11M -34,047 -3%
Fidelity International
14
Fidelity International
Bermuda
$84.6M -$110M -1,204,065 -57%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$83.9M -$598K -6,549 -0.7%
CAM
16
CGOV Asset Management
Ontario, Canada
$79.4M +$9.71M +106,430 +19%
Capital World Investors
17
Capital World Investors
California
$78.2M +$449K +4,921 +0.6%
BAMCO Inc
18
BAMCO Inc
New York
$68.2M +$25.9M +283,421 +64%
Norges Bank
19
Norges Bank
Norway
$66.2M -$3.4M -37,226 -5%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$60.9M +$59.1M +648,074 New
SGA
21
Sustainable Growth Advisers
Connecticut
$59.1M +$3.01M +33,037 +6%
WHG
22
Westwood Holdings Group
Texas
$57.5M -$14.1M -154,780 -20%
Millennium Management
23
Millennium Management
New York
$53.1M +$29.9M +328,012 +138%
UIM
24
USS Investment Management
United Kingdom
$50.6M – – –
Ameriprise
25
Ameriprise
Minnesota
$48.9M +$1.44M +15,805 +3%
1
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FMX Hedge Fund Activity: Q4 2017 in Review

232 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2017, worth a combined $6.93B — down 6.2% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 27 closed out — a net gain of 17 holders — while 62 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Schroder Investment Management Group, cutting an estimated $177M.

  • 232 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2017, up from 217 in Q3 2017.
  • Funds reported $6.93B of Fomento Económico Mexicano stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2017 and 27 closed out, a net change of +17 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2017 was JP Morgan Chase, an estimated $283M added.
  • The largest Fomento Económico Mexicano seller in Q4 2017 was Schroder Investment Management Group, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.