We are live on ! Find out more
FMX icon

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
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$16.9K -$4.01M -33,691 -100%
CWP
302
Concord Wealth Partners
Virginia
$16.6K -$34.7K -292 -70%
PPC
303
Park Place Capital
Alabama
$16.2K
WTA
304
Washington Trust Advisors
Massachusetts
$15.5K
JWA
305
JFS Wealth Advisors
Pennsylvania
$15.5K +$7.97K +67 +129%
GKIM
306
GW&K Investment Management
Massachusetts
$14K
FP
307
Financial Perspectives
Minnesota
$13K
Group One Trading
308
Group One Trading
Illinois
$13K +$11.9K +100 New
JGIA
309
Jackson Grant Investment Advisers
Connecticut
$10.6K
ST
310
Smithfield Trust
Pennsylvania
$10K +$9.76K +82 New
AT
311
Arlington Trust
Alabama
$9.38K +$8.57K +72 New
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$8.6K
RFG
313
RFP Financial Group
Georgia
$8.08K +$7.38K +62 New
AssetMark Inc
314
AssetMark Inc
California
$7.04K -$32.8K -276 -84%
GI
315
GAMMA Investing
California
$6.37K +$5.59K +47 New
BFEC
316
Benjamin F. Edwards & Company
Missouri
$6K +$5.12K +43 New
HNB
317
Huntington National Bank
Ohio
$6K -$15K -126 -73%
PGAM
318
Princeton Global Asset Management
New Jersey
$5.21K +$4.76K +40 New
AAP
319
Arax Advisory Partners
Colorado
$4.51K -$1.67K -14 -29%
FMP
320
Financial Management Professionals
Texas
$4K +$3.33K +28 New
SS
321
Sunbelt Securities
Texas
$3K
HCP
322
Hexagon Capital Partners
Arkansas
$2.35K
GI
323
Gradient Investments
Minnesota
$2.35K
FGAM
324
Financial Gravity Asset Management
Texas
$2.18K +$714 +6 +50%
VWM
325
Venturi Wealth Management
Texas
$2.09K +$1.9K +16 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.