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Fomento Económico Mexicano

329 hedge funds and large institutions have $8.71B invested in Fomento Económico Mexicano in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $361M | Put options by funds: $231M

0.2% less ownership

Funds ownership: 3.32%3.12% (-0.2%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 333329 (-4)

7% less capital invested

Capital invested by funds: $9.33B → $8.71B (-$620M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

14% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 133

Holders
329
Holders Change
-4
Holders Change %
-1.2%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
34
Increased
114
Reduced
133
Closed
36
Calls
$361M
Puts
$231M
Net Calls
+$130M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$350K +$351K +2,689 New
BTI
227
Blue Trust Inc
Georgia
$343K -$29K -222 -8%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$333K -$733K -5,610 -69%
RA
229
RFG Advisory
Alabama
$329K
RJA
230
Raymond James & Associates
Florida
$324K +$325K +2,490 New
WC
231
Wexford Capital
Florida
$318K +$319K +2,444 New
GT
232
Greenleaf Trust
Michigan
$313K +$1.18K +9 +0.4%
Sumitomo Mitsui Trust Group
233
Sumitomo Mitsui Trust Group
Japan
$306K +$71.8K +550 +31%
GSC
234
Grey Street Capital
Illinois
$297K +$298K +2,283 New
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$292K +$80.7K +618 +38%
KAS
236
Kestra Advisory Services
Texas
$284K -$10.1K -77 -3%
CA
237
Claro Advisors
Massachusetts
$280K +$41.5K +318 +17%
HSA
238
HBK Sorce Advisory
Pennsylvania
$274K -$49.4K -378 -15%
WI
239
WrapManager Inc
California
$273K -$4.83K -37 -2%
S
240
SimplyRich
California
$273K
TPCW
241
TD Private Client Wealth
New York
$268K +$19.7K +151 +8%
SL
242
Summitry LLC
California
$267K +$267K +2,048 New
PWPS
243
Pinnacle Wealth Planning Services
Ohio
$267K -$653 -5 -0.2%
QCM
244
Quantinno Capital Management
New York
$263K +$6.14K +47 +2%
KFC
245
Klingenstein Fields & Co
New York
$262K
SSA
246
Schonfeld Strategic Advisors
New York
$260K +$11.9K +91 +5%
OMC
247
Old Mission Capital
Illinois
$258K
MCM
248
MAI Capital Management
Ohio
$254K -$9.53K -73 -4%
BP
249
Ballentine Partners
Massachusetts
$249K -$12.4K -95 -5%
SA
250
Shilanski & Associates
Alaska
$249K -$1.57K -12 -0.6%

FMX Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2024, worth a combined $8.71B — down 6.6% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FMX and 34 opened new positions — a net loss of 2 holders — while 133 trimmed existing stakes and 114 added.

The largest buyer was Citigroup, adding an estimated $210M. The largest seller was Harding Loevner, cutting an estimated $302M.

  • 329 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2024, down from 333 in Q4 2023.
  • Funds reported $8.71B of Fomento Económico Mexicano stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 34 funds opened new Fomento Económico Mexicano positions in Q1 2024 and 36 closed out, a net change of -2 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2024 was Citigroup, an estimated $210M added.
  • The largest Fomento Económico Mexicano seller in Q1 2024 was Harding Loevner, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2024.