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Fomento Económico Mexicano

241 hedge funds and large institutions have $6B invested in Fomento Económico Mexicano in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 81

1% more funds holding

Funds holding: 239241 (+2)

0.01% less ownership

Funds ownership: 3.31%3.29% (-0.01%)

0% less capital invested

Capital invested by funds: $6.02B → $6B (-$17.2M)

4% less call options, than puts

Call options by funds: $7.11M | Put options by funds: $7.37M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
4.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
19
Increased
88
Reduced
81
Closed
14
Calls
$7.11M
Puts
$7.37M
Net Calls
-$259K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$736M -$3.61M -41,986 -0.5%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$583M -$8.99M -104,581 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$420M +$18.5M +215,105 +5%
OAG
4
Orbis Allan Gray
Bermuda
$416M -$226M -2,631,387 -35%
Wells Fargo
5
Wells Fargo
California
$367M -$3.61M -42,022 -1%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$341M -$4.18M -48,629 -1%
Invesco
7
Invesco
Georgia
$262M +$983K +11,427 +0.4%
VAM
8
Vontobel Asset Management
New York
$239M -$16.3M -189,728 -6%
CGI
9
Comgest Global Investors
France
$237M +$37.9M +440,572 +19%
BlackRock
10
BlackRock
New York
$171M +$67.2M +781,545 +65%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$161M -$1.94M -22,599 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$156M +$6.42M +74,647 +4%
BIP
13
Brandes Investment Partners
California
$123M -$54.3M -631,427 -31%
Goldman Sachs
14
Goldman Sachs
New York
$121M +$93.8M +1,091,155 +361%
RRAM
15
River Road Asset Management
Kentucky
$114M -$2.3M -26,712 -2%
BCIM
16
Black Creek Investment Management
Ontario, Canada
$113M -$11.1M -128,882 -9%
Macquarie Group
17
Macquarie Group
Australia
$99.6M -$1.45M -16,861 -1%
N
18
Nuveen
North Carolina
$90.7M +$49.9M +580,058 +125%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.7M +$6.99M +81,265 +9%
LPC
20
Long Pond Capital
New York
$68.4M -$56.1M -652,610 -45%
CFM
21
Coronation Fund Managers
South Africa
$58.4M -$8.14M -94,681 -12%
Renaissance Technologies
22
Renaissance Technologies
New York
$46.5M -$77.4K -900 -0.2%
SP
23
Solel Partners
Massachusetts
$44.3M -$31M -360,500 -41%
SP
24
Sarasin & Partners
United Kingdom
$42.6M +$9.25M +107,529 +28%
SO
25
STRS Ohio
Ohio
$41M

FMX Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2021, worth a combined $6B — down 0.29% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMX positions and 14 closed out — a net gain of 5 holders — while 88 added to existing stakes and 81 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $173M. The largest seller was Orbis Allan Gray, cutting an estimated $226M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $6B of Fomento Económico Mexicano stock for Q3 2021, down 0.29% quarter-over-quarter.
  • 19 funds opened new Fomento Económico Mexicano positions in Q3 2021 and 14 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2021 was Schroder Investment Management Group, an estimated $173M added.
  • The largest Fomento Económico Mexicano seller in Q3 2021 was Orbis Allan Gray, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.