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Fomento Económico Mexicano

263 hedge funds and large institutions have $7.04B invested in Fomento Económico Mexicano in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $14.3M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

16% more capital invested

Capital invested by funds: $6.08B → $7.04B (+$958M)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1% more funds holding

Funds holding: 260263 (+3)

0.19% less ownership

Funds ownership: 3.62%3.43% (-0.19%)

23% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 108

Holders
263
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
36
Increased
83
Reduced
108
Closed
30
Calls
$19.5M
Puts
$14.3M
Net Calls
+$5.25M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Concord Wealth Partners
Virginia
$33.3K -$9.97K -114 -25%
AIM
227
Anchor Investment Management
South Carolina
$33.3K
ASN
228
Advisory Services Network
Georgia
$32.6K +$9.19K +105 +44%
CIA
229
Cape Investment Advisory
Georgia
$32.5K +$29.8K +341 New
POIA
230
Pin Oak Investment Advisors
Texas
$30K
CP
231
Castleview Partners
Texas
$27.3K +$175 +2 +0.7%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$27K +$4.46K +51 +22%
LC
233
Lindbrook Capital
California
$26K +$1.75K +20 +8%
HT
234
Headlands Technologies
Illinois
$24.5K +$22.5K +257 New
JEST
235
JTC Employer Solutions Trustee
Jersey
$24K
GWS
236
Glassman Wealth Services
Virginia
$22.9K +$175 +2 +0.8%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$21.4K +$19.7K +225 New
GRP
238
Global Retirement Partners
California
$21.4K +$18.5K +212 +2,356%
CIA
239
Cascade Investment Advisors
Oregon
$19K +$17.5K +200 New
BBHC
240
Brown Brothers Harriman & Co
New York
$18.5K
FCA
241
FinTrust Capital Advisors
South Carolina
$16.6K
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K
WTA
243
Washington Trust Advisors
Massachusetts
$13.8K
PPC
244
Park Place Capital
Alabama
$11.8K +$10.8K +124 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$11.7K +$8.84K +101 +459%
GKIM
246
GW&K Investment Management
Massachusetts
$10K +$2.54K +29 +37%
FP
247
Financial Perspectives
Minnesota
$9.52K
BAM
248
Belpointe Asset Management
Nevada
$8.66K -$26K -297 -77%
VanEck Associates
249
VanEck Associates
New York
$7K -$175 -2 -3%
RCM
250
Raleigh Capital Management
North Carolina
$4.98K -$4.55K -52 -50%