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Fomento Económico Mexicano

329 hedge funds and large institutions have $8.71B invested in Fomento Económico Mexicano in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $361M | Put options by funds: $231M

0.2% less ownership

Funds ownership: 3.32%3.12% (-0.2%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 333329 (-4)

7% less capital invested

Capital invested by funds: $9.33B → $8.71B (-$620M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

14% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 133

Holders
329
Holders Change
-4
Holders Change %
-1.2%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
34
Increased
114
Reduced
133
Closed
36
Calls
$361M
Puts
$231M
Net Calls
+$130M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parallel Advisors
California
$102K +$5.35K +41 +6%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$97K +$50.1K +384 +107%
UB
278
UMB Bank
Missouri
$95.6K -$45.6K -349 -32%
CA
279
Clearstead Advisors
Ohio
$93.6K +$67.8K +519 +209%
ACA
280
Atlas Capital Advisors
Wyoming
$78.3K -$16.8K -129 -18%
MHR
281
Matthew Hamilton Rosenberg
$75.5K
BCWM
282
Bartlett & Co Wealth Management
Ohio
$68.4K -$34K -260 -33%
VanEck Associates
283
VanEck Associates
New York
$65K +$23.2K +178 +56%
TRCT
284
Tower Research Capital (TRC)
New York
$60.7K +$23.5K +180 +63%
PB
285
Pinnacle Bancorp
Nebraska
$55.9K
LC
286
Lindbrook Capital
California
$44.2K +$1.18K +9 +3%
CIA
287
Cape Investment Advisory
Georgia
$37.8K -$21.4K -164 -36%
SAM
288
Smartleaf Asset Management
Massachusetts
$37K +$37.1K +284 New
CFGS
289
Concourse Financial Group Securities
Alabama
$36K -$5.09K -39 -12%
OA
290
Operose Advisors
Wisconsin
$35K
IA
291
IFP Advisors
Florida
$34.3K -$43.5K -333 -56%
POIA
292
Pin Oak Investment Advisors
Texas
$34K
MG
293
Mather Group
Illinois
$33.9K +$34K +260 New
JEST
294
JTC Employer Solutions Trustee
Jersey
$33K
GRP
295
Global Retirement Partners
California
$28.8K
PPC
296
Park Place Capital
Alabama
$28.8K +$12.7K +97 +78%
AF
297
Allworth Financial
California
$26.2K +$392 +3 +2%
CWP
298
Concord Wealth Partners
Virginia
$21.9K +$5.35K +41 +32%
FFA
299
Farther Finance Advisors
California
$21.7K
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K -$39.2K -300 -67%

FMX Hedge Fund Activity: Q1 2024 in Review

329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q1 2024, worth a combined $8.71B — down 6.6% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FMX and 34 opened new positions — a net loss of 2 holders — while 133 trimmed existing stakes and 114 added.

The largest buyer was Citigroup, adding an estimated $210M. The largest seller was Harding Loevner, cutting an estimated $302M.

  • 329 institutional investors held Fomento Económico Mexicano (FMX) as of Q1 2024, down from 333 in Q4 2023.
  • Funds reported $8.71B of Fomento Económico Mexicano stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 34 funds opened new Fomento Económico Mexicano positions in Q1 2024 and 36 closed out, a net change of -2 holders.
  • The largest Fomento Económico Mexicano buyer in Q1 2024 was Citigroup, an estimated $210M added.
  • The largest Fomento Económico Mexicano seller in Q1 2024 was Harding Loevner, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2024.