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Fomento Económico Mexicano

333 hedge funds and large institutions have $9.33B invested in Fomento Económico Mexicano in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 98 increasing their positions, 131 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,770% more call options, than puts

Call options by funds: $260M | Put options by funds: $9.04M

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

22% more capital invested

Capital invested by funds: $7.63B → $9.33B (+$1.7B)

8% more funds holding

Funds holding: 308333 (+25)

0.08% more ownership

Funds ownership: 3.24%3.32% (+0.08%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 131

Holders
333
Holders Change
+25
Holders Change %
+8.12%
% of All Funds
4.85%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
56
Increased
98
Reduced
131
Closed
28
Calls
$260M
Puts
$9.04M
Net Calls
+$251M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Baron Wealth Management
Michigan
$362K +$35.8K +301 +12%
FA
227
FDx Advisors
Illinois
$347K -$122K -1,027 -28%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$347K -$357 -3 -0.1%
RA
229
RFG Advisory
Alabama
$329K -$8.92K -75 -3%
FRM
230
Fox Run Management
Connecticut
$323K +$295K +2,479 New
HSA
231
HBK Sorce Advisory
Pennsylvania
$323K -$4.04K -34 -1%
GT
232
Greenleaf Trust
Michigan
$312K
BTI
233
Blue Trust Inc
Georgia
$312K +$13K +109 +4%
KAS
234
Kestra Advisory Services
Texas
$294K -$28.3K -238 -10%
FTUS
235
Flow Traders U.S.
New York
$287K +$262K +2,205 New
WI
236
WrapManager Inc
California
$278K -$5K -42 -2%
TPCM
237
Templeton & Phillips Capital Management
Tennessee
$276K -$390K -3,280 -61%
S
238
SimplyRich
California
$272K
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$267K +$595 +5 +0.2%
MCM
240
MAI Capital Management
Ohio
$263K +$240K +2,020 New
IAS
241
Insigneo Advisory Services
Florida
$263K +$1.19K +10 +0.5%
KFC
242
Klingenstein Fields & Co
New York
$262K
BP
243
Ballentine Partners
Massachusetts
$262K +$239K +2,010 New
LSAG
244
Lake Street Advisors Group
New Hampshire
$261K +$238K +2,000 New
OMC
245
Old Mission Capital
Illinois
$258K
QCM
246
Quantinno Capital Management
New York
$257K +$234K +1,971 New
BHPW
247
Beverly Hills Private Wealth
California
$252K -$7.38K -62 -3%
SA
248
Shilanski & Associates
Alaska
$250K -$9.52K -80 -4%
TPCW
249
TD Private Client Wealth
New York
$248K -$140K -1,178 -38%
SSA
250
Schonfeld Strategic Advisors
New York
$248K +$227K +1,904 New

FMX Hedge Fund Activity: Q4 2023 in Review

333 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q4 2023, worth a combined $9.33B — up 22% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new FMX positions and 28 closed out — a net gain of 28 holders — while 98 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $211M. The largest seller was First Eagle Investment Management, cutting an estimated $105M.

  • 333 institutional investors held Fomento Económico Mexicano (FMX) as of Q4 2023, up from 308 in Q3 2023.
  • Funds reported $9.33B of Fomento Económico Mexicano stock for Q4 2023, up 22% quarter-over-quarter.
  • 56 funds opened new Fomento Económico Mexicano positions in Q4 2023 and 28 closed out, a net change of +28 holders.
  • The largest Fomento Económico Mexicano buyer in Q4 2023 was JP Morgan Chase, an estimated $211M added.
  • The largest Fomento Económico Mexicano seller in Q4 2023 was First Eagle Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2023.