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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
SAI
251
Systematic Alpha Investments
New Jersey
$147K +$150K +1,350 New
FHA
252
First Horizon Advisors
Tennessee
$134K +$5K +45 +4%
CFB
253
Cullen/Frost Bankers
Texas
$131K
UB
254
UMB Bank
Missouri
$125K -$3.11K -28 -2%
EWA
255
EverSource Wealth Advisors
Alabama
$120K -$555 -5 -0.5%
NA
256
NewEdge Advisors
Louisiana
$92.9K +$94.5K +851 New
TCOV
257
Trust Company of Vermont
Vermont
$87.3K
BC
258
Bartlett & Co
Ohio
$86K
BCWM
259
Bartlett & Co Wealth Management
Ohio
$85.7K
IA
260
IFP Advisors
Florida
$83.4K -$11.3K -102 -12%
ACA
261
Atlas Capital Advisors
Wyoming
$79.7K
PA
262
Parallel Advisors
California
$66.3K +$5.33K +48 +9%
Walleye Trading
263
Walleye Trading
New York
$66.3K +$67.4K +607 New
MHR
264
Matthew Hamilton Rosenberg
$63.5K
PB
265
Pinnacle Bancorp
Nebraska
$59.9K
CP
266
Castleview Partners
Texas
$54.4K +$7.1K +64 +15%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.2K +$11.1K +100 +28%
CIA
268
Cape Investment Advisory
Georgia
$48.6K
CWP
269
Concord Wealth Partners
Virginia
$45.7K -$1.67K -15 -3%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$44K +$6.77K +61 +18%
CFGS
271
Concourse Financial Group Securities
Alabama
$40.1K
HIIFS
272
Harel Insurance Investments & Financial Services
Israel
$39K +$8.44K +76 +27%
AssetMark Inc
273
AssetMark Inc
California
$36K +$36.6K +330 New
LC
274
Lindbrook Capital
California
$34.5K +$1.22K +11 +4%
OA
275
Operose Advisors
Wisconsin
$29.4K +$29.9K +269 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.