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Fomento Económico Mexicano

223 hedge funds and large institutions have $5.28B invested in Fomento Económico Mexicano in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.46B)

5% more funds holding

Funds holding: 213223 (+10)

0.07% more ownership

Funds ownership: 3.16%3.23% (+0.07%)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

49% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $25.2M

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
73
Reduced
75
Closed
31
Calls
$12.9M
Puts
$25.2M
Net Calls
-$12.3M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$673M -$5.58M -83,439 -0.9%
OAG
2
Orbis Allan Gray
Bermuda
$496M +$57.9M +866,197 +15%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$455M +$24.6M +368,495 +7%
Aberdeen Group
4
Aberdeen Group
United Kingdom
$349M -$25.3M -377,638 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$311M +$15.2M +227,646 +6%
Invesco
6
Invesco
Georgia
$296M +$2.86M +42,700 +1%
Wells Fargo
7
Wells Fargo
California
$292M +$11M +164,454 +4%
VAM
8
Vontobel Asset Management
New York
$274M -$12.7M -190,518 -5%
CGI
9
Comgest Global Investors
France
$185M -$14.2M -212,927 -8%
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$177M +$842K +12,588 +0.5%
CFM
11
Coronation Fund Managers
South Africa
$151M -$21.4M -319,488 -14%
JP Morgan Chase
12
JP Morgan Chase
New York
$149M -$20.1M -299,797 -13%
BIP
13
Brandes Investment Partners
California
$147M +$56.5M +844,676 +78%
BCIM
14
Black Creek Investment Management
Ontario, Canada
$98.3M +$3.41M +50,979 +4%
N
15
Nuveen
North Carolina
$93.7M +$12.8M +191,666 +18%
SP
16
Solel Partners
Massachusetts
$73.1M +$4.98M +74,500 +8%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$68.9M +$60.8M +909,536 New
Renaissance Technologies
18
Renaissance Technologies
New York
$62M -$19.8M -296,100 -27%
MAMU
19
Marathon Asset Management (UK)
United Kingdom
$60.2M +$19.3M +288,690 +57%
Select Equity Group
20
Select Equity Group
New York
$57.1M +$50.4M +754,239 New
LFDLE
21
La Financiere de L'Echiquier
France
$41.2M +$865K +12,927 +2%
Northern Trust
22
Northern Trust
Illinois
$39.9M +$1.4M +20,993 +4%
SO
23
STRS Ohio
Ohio
$35.8M +$1.34M +20,000 +4%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$33.8M -$187K -2,803 -0.6%
SP
25
Sarasin & Partners
United Kingdom
$27.7M +$24.5M +365,726 New

FMX Hedge Fund Activity: Q4 2020 in Review

223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2020, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FMX positions and 31 closed out — a net gain of 12 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $60.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $83.9M.

  • 223 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $5.28B of Fomento Económico Mexicano stock for Q4 2020, up 38% quarter-over-quarter.
  • 43 funds opened new Fomento Económico Mexicano positions in Q4 2020 and 31 closed out, a net change of +12 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.8M added.
  • The largest Fomento Económico Mexicano seller in Q4 2020 was Schroder Investment Management Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2020.