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Fomento Económico Mexicano

238 hedge funds and large institutions have $7.06B invested in Fomento Económico Mexicano in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.38M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $6.32B → $7.06B (+$743M)

3% more funds holding

Funds holding: 230238 (+8)

0.02% less ownership

Funds ownership: 3.33%3.3% (-0.02%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

18% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 82

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
32
Increased
67
Reduced
82
Closed
22
Calls
$17.6M
Puts
$3.38M
Net Calls
+$14.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
1
Aberdeen Group
United Kingdom
$952M -$218M -2,265,347 -19%
VAM
2
Vontobel Asset Management
New York
$703M -$18.6M -193,419 -3%
Invesco
3
Invesco
Georgia
$629M -$30.8M -320,224 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$479M +$980K +10,179 +0.2%
CGI
5
Comgest Global Investors
France
$375M +$202K +2,100 +0.1%
O
6
OppenheimerFunds
New York
$357M +$15.7M +163,522 +5%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$241M +$69M +716,802 +42%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$237M +$217M +2,252,139 +1,575%
Morgan Stanley
9
Morgan Stanley
New York
$228M -$11.2M -116,216 -5%
Wells Fargo
10
Wells Fargo
California
$177M -$11.5M -119,913 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$154M -$14.4M -149,897 -9%
BlackRock
12
BlackRock
New York
$138M +$21M +218,327 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$134M +$47.8M +496,616 +59%
CBOA
14
Commonwealth Bank of Australia
Australia
$117M -$357K -3,702 -0.3%
HL
15
Harding Loevner
New Jersey
$117M +$15.9M +165,508 +16%
Fidelity International
16
Fidelity International
Bermuda
$115M +$1.12M +11,594 +1%
SCM
17
Somerset Capital Management
United Kingdom
$106M -$1.31M -13,600 -1%
Capital World Investors
18
Capital World Investors
California
$98.3M +$14.9M +154,946 +18%
BAMCO Inc
19
BAMCO Inc
New York
$91.1M +$1.64M +17,000 +2%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$89M +$2.52M +26,197 +3%
CFM
21
Coronation Fund Managers
South Africa
$82.6M -$6.68M -69,329 -8%
TIM
22
Thornburg Investment Management
New Mexico
$67.9M -$22.2M -230,386 -25%
AI
23
Axiom Investors
Connecticut
$62.8M +$16.6M +172,634 +37%
SGA
24
Sustainable Growth Advisers
Connecticut
$57.2M -$1.76M -18,325 -3%
Bank of America
25
Bank of America
North Carolina
$56.9M +$840K +8,727 +2%

FMX Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2018, worth a combined $7.06B — up 12% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMX positions and 22 closed out — a net gain of 10 holders — while 67 added to existing stakes and 82 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $217M. The largest seller was Aberdeen Group, cutting an estimated $218M.

  • 238 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2018, up from 230 in Q2 2018.
  • Funds reported $7.06B of Fomento Económico Mexicano stock for Q3 2018, up 12% quarter-over-quarter.
  • 32 funds opened new Fomento Económico Mexicano positions in Q3 2018 and 22 closed out, a net change of +10 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2018 was Schroder Investment Management Group, an estimated $217M added.
  • The largest Fomento Económico Mexicano seller in Q3 2018 was Aberdeen Group, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2018.