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Fomento Económico Mexicano

308 hedge funds and large institutions have $7.63B invested in Fomento Económico Mexicano in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $77.9M | Put options by funds: $16.1M

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 293308 (+15)

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

0.09% less ownership

Funds ownership: 3.32%3.24% (-0.09%)

4% less capital invested

Capital invested by funds: $7.95B → $7.63B (-$323M)

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
4.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.3%
New
41
Increased
109
Reduced
107
Closed
26
Calls
$77.9M
Puts
$16.1M
Net Calls
+$61.9M
Net Calls Change
+$63M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
RFG Advisory
Alabama
$284K
GS
227
GTS Securities
New York
$282K +$287K +2,586 New
HSA
228
HBK Sorce Advisory
Pennsylvania
$274K -$2.55K -23 -0.9%
KAS
229
Kestra Advisory Services
Texas
$272K +$15.8K +142 +6%
BWM
230
Baron Wealth Management
Michigan
$270K -$30.7K -277 -10%
GT
231
Greenleaf Trust
Michigan
$261K
RRAM
232
River Road Asset Management
Kentucky
$252K +$12.8K +115 +5%
WI
233
WrapManager Inc
California
$237K -$4.88K -44 -2%
S
234
SimplyRich
California
$227K
XT
235
XTX Topco
Cayman Islands
$224K +$228K +2,055 New
PWPS
236
Pinnacle Wealth Planning Services
Ohio
$223K
KFC
237
Klingenstein Fields & Co
New York
$219K +$223K +2,010 New
IAS
238
Insigneo Advisory Services
Florida
$219K -$29.6K -267 -12%
SA
239
Shilanski & Associates
Alaska
$218K +$11.4K +103 +5%
BHPW
240
Beverly Hills Private Wealth
California
$218K -$249K -2,242 -53%
OMC
241
Old Mission Capital
Illinois
$216K +$220K +1,980 New
CHP
242
Cable Hill Partners
Oregon
$203K -$98.4K -887 -32%
Brown Advisory
243
Brown Advisory
Maryland
$203K +$206K +1,859 New
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$201K -$57.9K -522 -22%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$197K -$555 -5 -0.3%
SIA
246
Sit Investment Associates
Minnesota
$172K
Legal & General Group
247
Legal & General Group
United Kingdom
$172K
WTC
248
WhitTier Trust Company
Nevada
$160K +$18K +162 +12%
TRCT
249
Tower Research Capital (TRC)
New York
$158K +$111K +1,001 +222%
RTC
250
Riverview Trust Company
Washington
$157K +$159K +1,434 New

FMX Hedge Fund Activity: Q3 2023 in Review

308 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2023, worth a combined $7.63B — down 4.1% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 26 closed out — a net gain of 15 holders — while 109 added to existing stakes and 107 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $150M. The largest seller was Schroder Investment Management Group, cutting an estimated $190M.

  • 308 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2023, up from 293 in Q2 2023.
  • Funds reported $7.63B of Fomento Económico Mexicano stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q3 2023 and 26 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2023 was Baillie Gifford & Co, an estimated $150M added.
  • The largest Fomento Económico Mexicano seller in Q3 2023 was Schroder Investment Management Group, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2023.