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Fomento Económico Mexicano

293 hedge funds and large institutions have $7.95B invested in Fomento Económico Mexicano in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $7.04B → $7.95B (+$916M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 263293 (+30)

0.11% less ownership

Funds ownership: 3.43%3.32% (-0.11%)

12% less call options, than puts

Call options by funds: $8.37M | Put options by funds: $9.5M

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 109

Holders
293
Holders Change
+30
Holders Change %
+11.41%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
52
Increased
92
Reduced
109
Closed
22
Calls
$8.37M
Puts
$9.5M
Net Calls
-$1.13M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Bartlett & Co
Ohio
$87K
ACA
252
Atlas Capital Advisors
Wyoming
$80.9K -$14.1K -140 -16%
WT
253
Whittier Trust
California
$73.2K
MHR
254
Matthew Hamilton Rosenberg
$64.5K
PA
255
Parallel Advisors
California
$62K -$6.64K -66 -11%
PB
256
Pinnacle Bancorp
Nebraska
$60.9K
TRCT
257
Tower Research Capital (TRC)
New York
$49.9K -$8.95K -89 -17%
CIA
258
Cape Investment Advisory
Georgia
$49.3K +$10.5K +104 +30%
CWP
259
Concord Wealth Partners
Virginia
$48.1K +$8.45K +84 +24%
CP
260
Castleview Partners
Texas
$48.1K +$14.8K +147 +51%
CFGS
261
Concourse Financial Group Securities
Alabama
$40.7K -$7.24K -72 -16%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9K +$20.1K +200 +132%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$38K +$5.83K +58 +20%
POIA
264
Pin Oak Investment Advisors
Texas
$35K
LC
265
Lindbrook Capital
California
$33.8K +$3.22K +32 +12%
HIIFS
266
Harel Insurance Investments & Financial Services
Israel
$31K -$12.7K -126 -31%
JEST
267
JTC Employer Solutions Trustee
Jersey
$28K
GWS
268
Glassman Wealth Services
Virginia
$26.9K +$201 +2 +0.8%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$24.9K
GRP
270
Global Retirement Partners
California
$24.5K
LSA
271
Leonteq Securities AG
Switzerland
$23.1K -$19.8K -197 -49%
AIM
272
Anchor Investment Management
South Carolina
$22.2K -$15.1K -150 -43%
HNB
273
Huntington National Bank
Ohio
$19.6K +$13.1K +130 +277%
FCA
274
FinTrust Capital Advisors
South Carolina
$16.6K
WTA
275
Washington Trust Advisors
Massachusetts
$16.1K

FMX Hedge Fund Activity: Q2 2023 in Review

293 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q2 2023, worth a combined $7.95B — up 13% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FMX positions and 22 closed out — a net gain of 30 holders — while 92 added to existing stakes and 109 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $115M. The largest seller was Comgest Global Investors, cutting an estimated $56.5M.

  • 293 institutional investors held Fomento Económico Mexicano (FMX) as of Q2 2023, up from 263 in Q1 2023.
  • Funds reported $7.95B of Fomento Económico Mexicano stock for Q2 2023, up 13% quarter-over-quarter.
  • 52 funds opened new Fomento Económico Mexicano positions in Q2 2023 and 22 closed out, a net change of +30 holders.
  • The largest Fomento Económico Mexicano buyer in Q2 2023 was Baillie Gifford & Co, an estimated $115M added.
  • The largest Fomento Económico Mexicano seller in Q2 2023 was Comgest Global Investors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2023.