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Fomento Económico Mexicano

241 hedge funds and large institutions have $5.18B invested in Fomento Económico Mexicano in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.56M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 241241 (0)

0.08% less ownership

Funds ownership: 3.29%3.22% (-0.08%)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

14% less capital invested

Capital invested by funds: $6B → $5.18B (-$818M)

Holders
241
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
44
Increased
78
Reduced
81
Closed
39
Calls
$11.5M
Puts
$6.56M
Net Calls
+$4.97M
Net Calls Change
+$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$648M -$12.2M -155,129 -2%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$558M +$36.1M +460,488 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$410M +$33.6M +429,200 +9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$311M +$314M +4,004,393 New
Aberdeen Group
5
Aberdeen Group
United Kingdom
$301M -$4.33M -55,255 -1%
OAG
6
Orbis Allan Gray
Bermuda
$288M -$85.5M -1,091,276 -23%
CGI
7
Comgest Global Investors
France
$194M -$18.1M -231,191 -8%
Mitsubishi UFJ Trust & Banking
8
Mitsubishi UFJ Trust & Banking
Japan
$183M +$39.1M +498,892 +27%
JP Morgan Chase
9
JP Morgan Chase
New York
$163M +$23.7M +302,493 +17%
VAM
10
Vontobel Asset Management
New York
$149M -$65.6M -837,807 -30%
BlackRock
11
BlackRock
New York
$128M -$25.4M -324,329 -16%
N
12
Nuveen
North Carolina
$125M +$44.3M +566,052 +54%
BCIM
13
Black Creek Investment Management
Ontario, Canada
$103M +$1.8M +22,996 +2%
IUHSA
14
Itau Unibanco Holding S.A.
Brazil
$97M +$81.6M +1,041,809 +428%
Macquarie Group
15
Macquarie Group
Australia
$86.8M -$2.47M -31,542 -3%
Goldman Sachs
16
Goldman Sachs
New York
$85M -$23.5M -300,520 -22%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$78.5M +$2.6M +33,184 +3%
RRAM
18
River Road Asset Management
Kentucky
$78.2M -$23.7M -302,508 -23%
Renaissance Technologies
19
Renaissance Technologies
New York
$60.8M +$19.3M +245,800 +46%
Deutsche Bank
20
Deutsche Bank
Germany
$50.1M +$13.6M +173,825 +37%
LFDLE
21
La Financiere de L'Echiquier
France
$47.3M +$11.2M +142,573 +31%
BIP
22
Brandes Investment Partners
California
$46.6M -$63.9M -815,367 -58%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.5M +$26.7M +340,700 +147%
Invesco
24
Invesco
Georgia
$42.2M -$194M -2,479,928 -82%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$39.6M +$5.44M +69,510 +16%

FMX Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2021, worth a combined $5.18B — down 14% from $6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FMX positions and 39 closed out — a net gain of 5 holders — while 78 added to existing stakes and 81 trimmed.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $81.6M. The largest seller was Wells Fargo, cutting an estimated $307M.

  • 241 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $5.18B of Fomento Económico Mexicano stock for Q4 2021, down 14% quarter-over-quarter.
  • 44 funds opened new Fomento Económico Mexicano positions in Q4 2021 and 39 closed out, a net change of +5 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2021 was Itau Unibanco Holding S.A., an estimated $81.6M added.
  • The largest Fomento Económico Mexicano seller in Q4 2021 was Wells Fargo, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2021.