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Fomento Económico Mexicano
FMX

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: 16 → 18 (+2)

11% more funds holding

Funds holding: 263 → 293 (+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

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$115M
2
WCM Investment Management
WCM Investment Management
California
+$65.5M
3
DCM
Driehaus Capital Management
Illinois
+$43.3M
4
PL
Perpetual Ltd
Australia
+$38.3M
5
AI
Axiom Investors
Connecticut
+$31.3M

Top Sellers

1
CGI
Comgest Global Investors
France
-$56.5M
2
Deutsche Bank
Deutsche Bank
Germany
-$54.6M
3
LPC
Long Pond Capital
New York
-$54.3M
4
CM
Corvex Management
New York
-$52.2M
5
SP
Sarasin & Partners
United Kingdom
-$49.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
276
Park Place Capital
Alabama
$13.7K – – –
GKIM
277
GW&K Investment Management
Massachusetts
$12K – – –
FP
278
Financial Perspectives
Minnesota
$11.1K – – –
AF
279
Allworth Financial
California
$11K +$5.03K +50 +102%
VanEck Associates
280
VanEck Associates
New York
$9K +$503 +5 +6%
JGIA
281
Jackson Grant Investment Advisers
Connecticut
$8.98K +$8.15K +81 New
RCM
282
Raleigh Capital Management
North Carolina
$5.86K +$101 +1 +2%
JWA
283
JFS Wealth Advisors
Pennsylvania
$5.76K – – –
AAP
284
Arax Advisory Partners
Colorado
$4.58K -$302 -3 -7%
IPW
285
Impact Partnership Wealth
Georgia
$2.22K +$2.01K +20 New
HCP
286
Hexagon Capital Partners
Arkansas
$2K – – –
GI
287
Gradient Investments
Minnesota
$2K +$1.81K +18 New
VWM
288
Venturi Wealth Management
Texas
$1.77K +$1.61K +16 New
AWM
289
Abound Wealth Management
Tennessee
$1.11K +$1.01K +10 New
CFD
290
Creative Financial Designs
Indiana
$776 – – –
FGAM
291
Financial Gravity Asset Management
Texas
$752 +$11.2K +111 New
TWD
292
True Wealth Design
Ohio
$333 – – –
LPC
293
Long Pond Capital
New York
– -$54.3M -570,026 Closed
Arrowstreet Capital
294
Arrowstreet Capital
Massachusetts
– -$6.46M -67,871 Closed
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
– -$5.3M -52,691 Closed
IM
296
Islet Management
New York
– -$3.1M -32,914 Closed
VF
297
Virtu Financial
New York
– -$2.69M -28,289 Closed
E
298
Ergoteles
New York
– -$886K -9,306 Closed
Group One Trading
299
Group One Trading
Illinois
– -$779K -7,749 Closed
EGM
300
Engineers Gate Manager
New York
– -$504K -5,291 Closed
9 10 11
12
13

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.