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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
BCM
301
Bayesian Capital Management
New York
– -$451K -4,741 Closed
Sumitomo Mitsui Trust Group
302
Sumitomo Mitsui Trust Group
Japan
– -$209K -2,200 Closed
TI
303
Tidal Investments
Wisconsin
– -$125K -1,315 Closed
ASN
304
Advisory Services Network
Georgia
– -$32.6K -342 Closed
HT
305
Headlands Technologies
Illinois
– -$24.5K -257 Closed
CIA
306
Cascade Investment Advisors
Oregon
– -$19K -200 Closed
BBHC
307
Brown Brothers Harriman & Co
New York
– -$18.5K -194 Closed
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
– -$11.7K -123 Closed
BAM
309
Belpointe Asset Management
Nevada
– -$8.66K -91 Closed
SWM
310
Spire Wealth Management
Virginia
– -$2.76K -29 Closed
SSC
311
Syverson Strege & Co
Iowa
– -$2.76K -29 Closed
SC
312
Schubert & Co
Texas
– -$2.1K -22 Closed
FFA
313
Farther Finance Advisors
California
– -$1.62K -17 Closed
WWP
314
WR Wealth Planners
Missouri
– -$286 -3 Closed
Comerica Bank
315
Comerica Bank
Texas
– +$50.8K +505 New
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.