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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
RP
251
Riverbridge Partners
Minnesota
$247K +$225K +1,892 New
Brown Advisory
252
Brown Advisory
Maryland
$242K
CA
253
Claro Advisors
Massachusetts
$239K +$218K +1,831 New
Sumitomo Mitsui Trust Group
254
Sumitomo Mitsui Trust Group
Japan
$235K +$214K +1,800 New
AGC
255
Aspen Grove Capital
Colorado
$215K +$196K +1,649 New
Cerity Partners
256
Cerity Partners
New York
$213K +$195K +1,636 New
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$212K +$193K +1,623 New
UOTTAIMCU
258
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$212K +$193K +1,625 New
ONB
259
Old National Bancorp
Indiana
$209K +$191K +1,606 New
Legal & General Group
260
Legal & General Group
United Kingdom
$205K
SIA
261
Sit Investment Associates
Minnesota
$205K
WTC
262
WhitTier Trust Company
Nevada
$196K +$4.64K +39 +3%
SAI
263
Systematic Alpha Investments
New Jersey
$176K
N
264
Natixis
France
$169K +$155K +1,300 New
CFB
265
Cullen/Frost Bankers
Texas
$156K
EWA
266
EverSource Wealth Advisors
Alabama
$153K +$8.57K +72 +7%
FHA
267
First Horizon Advisors
Tennessee
$148K -$11.3K -95 -8%
UB
268
UMB Bank
Missouri
$141K -$7.85K -66 -6%
NA
269
NewEdge Advisors
Louisiana
$133K +$20.1K +169 +20%
TCOV
270
Trust Company of Vermont
Vermont
$104K
BC
271
Bartlett & Co
Ohio
$103K
BCWM
272
Bartlett & Co Wealth Management
Ohio
$103K
PA
273
Parallel Advisors
California
$96.6K +$15.9K +134 +22%
ACA
274
Atlas Capital Advisors
Wyoming
$95.2K
CP
275
Castleview Partners
Texas
$92.7K +$25.3K +213 +43%

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.