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Fomento Económico Mexicano

308 hedge funds and large institutions have $7.63B invested in Fomento Económico Mexicano in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $77.9M | Put options by funds: $16.1M

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 293308 (+15)

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

0.09% less ownership

Funds ownership: 3.32%3.24% (-0.09%)

4% less capital invested

Capital invested by funds: $7.95B → $7.63B (-$323M)

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
4.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.3%
New
41
Increased
109
Reduced
107
Closed
26
Calls
$77.9M
Puts
$16.1M
Net Calls
+$61.9M
Net Calls Change
+$63M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
301
Financial Gravity Asset Management
Texas
$1.38K -$11K -99 -89%
PCTC
302
Perkins Coie Trust Company
Washington
$1.31K +$1.33K +12 New
AWM
303
Abound Wealth Management
Tennessee
$1.09K
CAM
304
ClariVest Asset Management
California
$1K +$888 +8 New
PTC
305
Private Trust Company
Ohio
$873 +$888 +8 New
CFD
306
Creative Financial Designs
Indiana
$764
TWD
307
True Wealth Design
Ohio
$328
FFA
308
Farther Finance Advisors
California
$218 +$222 +2 New
Barrow, Hanley, Mewhinney & Strauss
309
Barrow, Hanley, Mewhinney & Strauss
Texas
-$116M -1,045,324 Closed
CCM
310
Coerente Capital Management
Ontario, Canada
-$7.97M -71,874 Closed
OAG
311
Orbis Allan Gray
Bermuda
-$6.65M -60,034 Closed
Voloridge Investment Management
312
Voloridge Investment Management
Florida
-$3.03M -27,340 Closed
Norges Bank
313
Norges Bank
Norway
-$2.81M -25,339 Closed
Verition Fund Management
314
Verition Fund Management
Connecticut
-$2.77M -25,000 Closed
MFS
315
Mirabella Financial Services
United Kingdom
-$2.34M -21,145 Closed
Massachusetts Financial Services
316
Massachusetts Financial Services
Massachusetts
-$1.57M -14,124 Closed
JF
317
Jump Financial
Illinois
-$1.18M -10,685 Closed
VIA
318
Vident Investment Advisory
Georgia
-$774K -6,984 Closed
OWA
319
One Wealth Advisors
California
-$699K -6,310 Closed
VAS
320
Vestmark Advisory Solutions
Massachusetts
-$566K -5,104 Closed
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
-$518K -4,669 Closed
CA
322
Cetera Advisors
Colorado
-$503K -4,540 Closed
CWM
323
Cordatus Wealth Management
Pennsylvania
-$499K -4,501 Closed
Simplex Trading
324
Simplex Trading
Illinois
-$258K -2,328 Closed
EWM
325
Endowment Wealth Management
Wisconsin
-$228K -2,054 Closed

FMX Hedge Fund Activity: Q3 2023 in Review

308 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2023, worth a combined $7.63B — down 4.1% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FMX positions and 26 closed out — a net gain of 15 holders — while 109 added to existing stakes and 107 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $150M. The largest seller was Schroder Investment Management Group, cutting an estimated $190M.

  • 308 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2023, up from 293 in Q2 2023.
  • Funds reported $7.63B of Fomento Económico Mexicano stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 41 funds opened new Fomento Económico Mexicano positions in Q3 2023 and 26 closed out, a net change of +15 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2023 was Baillie Gifford & Co, an estimated $150M added.
  • The largest Fomento Económico Mexicano seller in Q3 2023 was Schroder Investment Management Group, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2023.