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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
IA
276
IFP Advisors
Florida
$77.7K -$20K -168 -22%
MHR
277
Matthew Hamilton Rosenberg
$75.9K
CIA
278
Cape Investment Advisory
Georgia
$59.2K +$1.07K +9 +2%
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.8K
PB
280
Pinnacle Bancorp
Nebraska
$55.9K -$14.3K -120 -22%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$47K -$5.47K -46 -11%
HIIFS
282
Harel Insurance Investments & Financial Services
Israel
$47K
LC
283
Lindbrook Capital
California
$43K +$1.67K +14 +4%
CFGS
284
Concourse Financial Group Securities
Alabama
$41.1K -$6.19K -52 -14%
VanEck Associates
285
VanEck Associates
New York
$41K +$12.4K +104 +49%
TRCT
286
Tower Research Capital (TRC)
New York
$37.3K -$139K -1,165 -80%
OA
287
Operose Advisors
Wisconsin
$35.1K
POIA
288
Pin Oak Investment Advisors
Texas
$34K
ASN
289
Advisory Services Network
Georgia
$33.4K +$30.5K +256 New
JEST
290
JTC Employer Solutions Trustee
Jersey
$33K
GWS
291
Glassman Wealth Services
Virginia
$32.7K +$952 +8 +3%
CA
292
Clearstead Advisors
Ohio
$32.3K +$23.6K +198 +396%
Jones Financial Companies
293
Jones Financial Companies
Missouri
$29.3K
GRP
294
Global Retirement Partners
California
$28.7K
HT
295
Headlands Technologies
Illinois
$26.5K +$19.7K +166 +449%
AF
296
Allworth Financial
California
$25.8K +$8.09K +68 +52%
FFA
297
Farther Finance Advisors
California
$21.8K +$19.6K +165 +8,250%
FCA
298
FinTrust Capital Advisors
South Carolina
$20.9K -$12.6K -106 -40%
TCWA
299
Turtle Creek Wealth Advisors
Texas
$20.5K +$18.7K +157 New
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$17.4K +146 New

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.